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Tell A Friend Form
Form for educators to nudge a colleague or friend to get a free consultation.
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Message To Person You Are Referring:
Hi, I'm sending you this quick email as an introduction. I thought you might be interested in getting in touch with John Carbonara, CFP. He provided me with a second opinion on my 403b, and I was pleased with the free consultation. You can schedule your free consultation on John's online calendar. https://go.oncehub.com/403bFreeIntroductoryDiscussion
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