Overview

I have a three year business plan to expand to 12-15 broker agency vs the current 3 + 2 in training. Have all budget, strategy, location, buildout, logos, partners identified. Goal is to have 1.5 M in revenue in 3 years.

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within 2 months

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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