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"I thought you explored good keys to approaching and processing CPA relationships. Thanks for several ideas that I hadn't thought of."
Britt Porter,
AXA Advisors,
"I was incredibly impressed with how productive listening to you is. There are a lot people out there who market themselves as 'sales coaches' to those of us in the financial advisory world, but Daryl is the real thing. This cuts right to the implementable strategy. "
Anne Shuford Haggett, CFP®,
Old Point Trust & Financial Services,
Newport News, VA
