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Business affairs

Fight back against over-reaching firms

OUR SERVICES

01

Amending your U4

05

Communicating with your team members

09

02

Amending your U5 language

06

Issues with your forgivable note or deferred

10

03

Communicating with your Firm

07

Getting your commission run paid.

11

04

Communicating with your Clients

08

Should I be networking right now?

Protecting your book from infiltration while you are sidelined

Our Fee Schedule

Renegotiate your note

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