FPA OCC Quarterly Education Meeting

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Buy, Sell, or Hold?

Suzanne Patrick-Lawrence, Moderator

Advisor Panel Discussion

Advisor Business Solutions specializes in financial services including practice management consulting, staff recruitment, succession plan coaching, business growth and acquisition programs. Our clients include independent broker dealers, wealth managers, CPAs and investment management firms with range of $200 million - $5 billion assets under management. Contact Us www.advisorbusinesssolutions.com or 562-439-4804.