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Sample Letters

Sample Marketing Letters

Sample Marketing Letters

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New Client Welcome Letter – Sample Template

New Client Welcome Letter – Sample Template

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Planning Engagement Letter

Planning Engagement Letter

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Tactical Engagement Letter

Tactical Engagement Letter

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Legacy helps financial advisors grow. For over 25 years in the United States and Canada, we have brought top coaching, incisive content and the brightest ideas for your business that are proven by successful advisors, experience, psychologists, sociologists and results.

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