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The Financial Professional eBook

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THE FINANCIAL PROFESSIONAL

The neutral financial professional (often referenced as the “FP”) plays an important role in the collaborative process, whether he is the facilitator in the “two-coach model” or the FP in the “one-coach model.” Unlike his persona in a litigated courtroom case in which both parties may hire CPAs to battle it out against one another, in a collaborative case, the FP acts as a neutral for both clients. The obvious benefit is that the clients save money by only retaining one FP and sharing the

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