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Working with a firm that has a U.S. client base over six million strong and a network of more than 100 branches has its advantages. Our AdvisorDirect® referral program is one of them. Upon acceptance* into the AdvisorDirect® program you'll get prequalified (a minimum of $200,000 in investable assets), prescreened leads right in your own community. And you'll get to meet with potential clients face-to-face — giving you the opportunity to explain the benefits of working with an independent financial advisor like you.
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