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More than ever, clients and prospects are looking for help with their personal finances. Times like these can make people feel uneasy about their future and you’re already equipped to help. But does everyone know it? You, as a CPA financial planner, are already offering advice on topics that matter most like retirement and estate planning. Plus, you’re ahead of the curve since you’re positioned the way the public wants – you’re highly ethical, educated and put their interests first.