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RESOURCES FOR MANAGERS, FINANCIAL ADVISORS AND THEIR CLIENTS
Know your market. Know yourself. Know your competition.
Leibowitz Marketing Services Inc. (www.leibowitzmarketing.com)
Experience that works for you…Full-service marketing research.
YourOldMoney (www.youroldmoney.com)
What is revolutionary about YourOldMoney is the combination of the cost basis calculations and client acknowledgement of those calculations, all wrapped up with SEC Compliance.
Liam O’Brien (www.mcoblaw.com)
Nineteen years of broad-based experience trying cases as lead counsel in federal and state courts and before arbitration panels. Liam has represented many of the major national brokerage firms in arbitration proceedings.
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