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Family Office Case Summary

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Are we focusing on family offices in particular or COI’s in general? What has been done to date? Is there any process currently in place for young producers to reach out to COI’s? Do we have a current COI list or hit list? How many employees in the CPA firm? Lunch is a nice way to draw in those employees that normally wouldn't attend a meet and greet. I agree that COI’s respond best when you are top of mind I was reviewing the Family Office presentation that we have and had several questions about our capabilities and who the correct contacts are for the “analytics”, who should I contact?

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