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The Club: Directory
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"I'm not sure why any RIA would not join this . . . this will help firms step up their marketing in a huge way"
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Some of the most-read articles
"One of the coolest things the financial advisor industry has ever seen"
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Free Notion Templates for Advisors
Get access to two (2) Notion templates designed for practice management and lead generation. Each template comes with a video walkthrough & tips to get the most out of Notion:
Click for Access →"Your recent newsletter on creating video content was actually one of the catalysts to me finally putting my YouTube intro video together"
