Elite Resource Team Videos

Great Line From a CPA for Advisors

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How to Get VFO Approved by Compliance

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How Advisors Can Leverage Business Advisory Services

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What is a Family Office and a Virtual Family Office?

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Why Consistency Beats Intensity for Advisors

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The Mistake Advisors Make When Forming CPA Partnerships

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Mentors for Advisors

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3 Huge Opportunities for Advisors in 2024

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Are You an Advisor That Wants to Work With CPAs?

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Advice From a Barron Hall of Fame Advisor

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Why Advisors Should Leverage a VFO

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Why Good CPAs Don't Want Referrals From Financial Advisors

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How Advisors Build Partnerships with Accountants

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How to Structure an Advisory Practice to Get Clients

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How Advisors Can Make CPAs Allies

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Should Advisors Work with Large CPA Firms?

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Advice for Financial Advisors Working with High Net Worth Clients

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Why Advisors and CPAs Struggle with Proactive Planning

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Why Most Advisors Give Up Partnering with CPAs

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Why Advisors Fail at CPA Partnerships

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How Advisors Can Increase Referrals From CPAs

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Why Advisors Should Fire Bad Clients

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3 Keys to Build a Virtual Family Office for Advisors

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How Financial Advisors Can Work With Wealthy Clients and CPAs

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Financial Advisors Need to Understand This About Tax Planning

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How to Differentiate Yourself as an Advisor

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Lead Your Clients and CPA Partnerships from Experience

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What to Say to a CPA When They Already Have an Advisor

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3 Things CPAs Must Have for Financial Advisor Partnerships

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Advice for Financial Advisors Getting Clients

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How Advisors Should Build Their Business

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How Financial Advisors Can Enjoy Their Career

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Defining Terms as an Advisor

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Referrals vs Introductions for Advisors

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What is a Non-Traditional Financial Advisor?

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What You Need to Know About Catalyst

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Coaches Give Advisors Advice

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Why Advisors and CPAs Must Collaborate

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Why Financial Advisors Should Offer Estate Planning

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Why Business Owners Need Help from Advisors

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How Advisors Work With High Net Worth Individuals

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How Advisors Should Do Premium Financing

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Should Attorneys and Financial Advisors Partner?

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What Advisors Should Know About Big Cases

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Top Things CPAs Need to Know Before Partnering with an Advisor

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Why a CPA Became an Advisor

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How Advisors Can Partner with CPAs

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3 Things Advisors Should Never Say to CPA Partners

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3 Simple Lessons for Wealth Managers

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How Advisors Can Get CPA Introductions

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Virtual Family Office Structure for Your Wealth Management Practice

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Building Your Virtual Family Office Dream Team

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4 Ways to Produce More by Doing Less

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What Advisory Clients Want vs What Your Firm Offers

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The Old Way vs. The New Way of Working with CPAs

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Successful Business Owner Frustrated by Taxes

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Should Advisors and Agents Share Fees with CPAs?

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How to Identify Advanced Planning Strategies

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How Advisor's Can Handle Objections from Accountants

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8 Things Advisors and Accountants Should Know

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Financial Advisor Training to Boost Your Business

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Key Questions to Ask to Identify Buy/Sell Agreement Opportunities

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4 Secrets to Consistent Clients from CPAs

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How to Get Larger Clients from CPAs

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Required Activity for Building CPA Partnerships

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Premium Financing Explained for Wealth Managers

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Successful Accountant Discusses Advisor Opportunities

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Financial Advisor Tells About Successful CPA Alliances

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Elite Growth Academy Virtual Event

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Advisors Need to Stop Selling to CPAs

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How Advisors Can Handle a Common CPA Objection

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Wealth Managers and Insurance Agents Share All

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How Advisors and CPAs Formed Partnerships

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Fixing an Unproductive CPA Partnership

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How Advisors Can Find Good CPA Partners

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Virtual Family Office Implementation

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Why CPAs and Financial Advisors Should Work Together

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Mindset for Wealth Managers

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3 Steps to Create a Virtual Family Office Experience

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3 Mistakes Financial Advisors Make Approaching CPAs

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How Wealth Managers and Insurance Agents Can Explain What They Do

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What Business Owners Need from Financial Advisors

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Outdated Referral Model vs Team Based Model

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How to Run Your First Meeting with a Potential CPA Partner

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What is a Virtual Family Office?

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Coaching for Wealth Managers and Insurance Agents

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Does Your Firm Have a Shortage of Good Staff?

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Must Attend Event for Wealth Managers

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Who is More Valuable: CPAs or Financial Advisors?

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The Keys to Successful Practice Acquisitions for Advisors and Accountants

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Advisors MUST Understand This Before Trying To Form Strategic Partnerships with CPAs

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One Thing Financial Advisors Must Stop

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Advisor Training Program for CPA Partnerships

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What is the Elite Growth Academy for Advisors?

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Annual Marketing Plan for Advisors

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Advanced Qualified Plans for Wealth Managers

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Personal Branding for Wealth Managers

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High Net Worth Planning Opportunities for Advisors

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How Financial Advisors Can Leverage Technology

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High Net Worth Planning Tips for Advisors

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How Financial Advisors Can Use LinkedIn

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How an Advisor Can Build a Virtual Family Office

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Tips for Financial Advisors

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How to Handle Objections for Financial Advisors

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Marketing for Insurance Agents

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Financial Advisors Use Outdated Sales Tactics

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Grow Advisor Business Through CPA Partnerships

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How To Use A Solicitor’s Agreement for AUM Fees

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How Advisors Can Offer a Family Office Experience

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The Evolution of Financial Advising

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How Advisors Can Maximize Digital Employees

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The Future of Investment Management

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How Advisors Can Work With Wealthy Clientele

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Why Estate Planning is Critical for Advisors

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How Advisors Can Help Accountants

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Advisor-CPA Partnerships Need This

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Why Advisors Should Do Estate Planning

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How Advisors Get CPA Connections

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Tips for CPA-Advisor Meetings

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Advisors Can Form CPA Partners

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How to Build a 7-Figure CPA Practice

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Lessons for Advisors from Top CEOs

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Tips for Remote Financial Advisors

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How Advisors Need to Approach CPAs

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How Advisors Can Use the Family Office Approach

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How Advisors Can Have Multiple Streams of Income

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How to Build a Thriving Financial Advising Practice

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Why CPAs Don't Want Referrals from Advisors

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4 Things Advisor-CPA Partnerships Need

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How a Wealth Management Practice Can Structure a VFO

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Leads for Financial Advisors

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How to Network as a Financial Advisor

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The Key to Finding Good CPA Partners for Advisors

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How Advisors Can Grow Revenue

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Value Propositions for Advisors

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Pain vs Gain for Advisors and Accountants

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High Performance Accounting

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Major Shift in Accounting

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Scripting for Accountants

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Differences Between U.S and U.K Accounting

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U.S. Accounting vs. U.K. Accounting

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Business Advice for Accountants

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Business Waste for Accountants

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Coaching Your Accounting Team

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The Client Relationship Lead for Accountants

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Build a Boutique Accounting Firm

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Business Strategies for Accountants

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Growth Plans for Accountants

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How Accountants Offer Proactive Services

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How to Position Your Accounting Firm

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Should Your Accounting Firm Be Remote?

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Private Equity in Accounting

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Marketing Plan for Accountant

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Accounting Staffing Crisis

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T-Account-Consulting

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Urgent Changes in Accounting

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Conflict Resolution for Accountants

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Leadership as an Accountant

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Build a High Performance Accounting Team

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How Accountants Overcome Mistakes

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Building Goodwill for Accounting Clients

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When to Fire Accounting Client

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Building Your Accounting Firm Image

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Marketing for Accountants 101

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How Accounting Firms Can Retain Talent

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Should You Let Accounting Staff Work Remote?

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Should You Sell Part of Your Practice?

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Top 3 Accounting Trends

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Is Private Equity Right for Your Firm?

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Move From Reactive Accounting

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Accountants Must Change Fast

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How Accountants Can Be Proactive

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How Advisors Can Leverage Virtual Family Offices

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Should You Hire Non-CPA in Your Firm?

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How to Be a Relevant Advisor

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How to Be a Forward Looking Advisor

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Journey to Become a Relevant Advisor

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Marketing Guide for Accounting Firms

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