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Advisory Team Toolkit

March 14, 2017/in Resources /by Perry Recchio

CEI’s Professional Advisory Client Team (PACT) toolkit, including the Value Creator Roadmap.

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CEI Co-Founder Delivers TED TalkJuly 11, 2017 - 7:51 pm
Over 900 guests gathered for an inspirational day featuring 13 speakers who shared their personal stories. Marc Rosen had the honor and privilege of being one of the presenters. We hope this recording will serve as a catalyst to adopt more of an abundance mindset.

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