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Why You Shouldn't Feel Nervous About Calling CPAs and Attorneys

Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have everything covered.

Guess what... they don't.

Listen to Rick Barone's story to see what I mean.

Financial services is really not about the spreadsheets and numbers. It's about the human impact that we can have on others, and this is particularly true for the small business market.

There are almost 28 million small businesses in the United States. Over 50% of the working population (120 million individuals) work in small businesses. Small businesses have generated over 65% of the new jobs in this country since 1995.

Serving the small business market is not only lucrative, but it sustains the growth engine for jobs and innovation for the future. Sharing small business stories like Rick Barone's is critical for helping business owners better protect their business and families for the future.

While people may not understand every technical detail of a financial plan, everyone will understand the consequences of family disruption.

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