This group is open to professionals who help manage other people's money (lawyers, cpa's, financial planners, financial advisers). I don't want this to be just another weekly referral group at some restaurant in town. It's ultimately a professional referral group of wealth management professionals networking on the golf course. We are open to sharing information and helping fellow members grow their practice.
If you think this referral group is of value to you then please sign up and I will let you know if there is enough interest to start the group.
New members must be approved by the Organizer
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