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PROFESSIONAL WEBSITES

Created by CFP®, CLU professionals

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LET US DEAL WITH THE COMPLIANCE DEPARTMENT

15+ Years of compliance experience

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MOBILE FRIENDLY

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ARE YOU READY TO BE THE TRUSTED ADVISOR?

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How We Work Together

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1. BOOK A DISCOVERY MEETING

Our initial online meeting is all about you and your advisory practice. We talk about your ideal clients, your financial services, and your goals.

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2. GET A MARKETING PLAN

We’ll craft a marketing plan that suits your business needs and execute it. If you require compliance, we take care of that.

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3. SUCCESS. GROW YOUR BUSINESS

Relax knowing that your memorable, accurate, and compliant content will grow your business.

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Be the Trusted Advisor.

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Tel: (778) 895-6978
E: info@financialtechtools.ca

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