“You just bring your most recent statement in, you sign some paperwork, and a week or two later, everything shows up as is… you’re not going to pay any taxes because the funds move over as is.”

Tony Robbins Podcast Daily · Do You Trust Your Financial Advisor? | Tony Robbins Podcast

Play from 15:30
15:30

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What was described

Switch financial advisors by bringing the most recent account statement, signing a short paperwork package, and completing the transfer within one to two weeks.

1-2 weeks for transfer

Said nearby on the same subject

“…on a monthly basis together, they might go through their spending or their investment accounts…two people…looking at the credit card statement…bank statement…investment accounts…”
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Mike Piper
The Long View ·
How they work Share this moment
“If they did nothing else, but set up another offset account or another bank account, and just transferred $640 a week to that account”
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Glen James
WWGD with Glen James ·
How they work 640 per week Share this moment
“Two libraries are compiled with different compiler switches for which word boundaries the commands were aligned on. So in the call stack, the argument transfer didn't work”
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Joy Eberts
The InfoQ Podcast ·
Hard number Share this moment
“Brands commonly see two to three times more sign-ups within 30 days and up to 5x ROI within 90 days”
♫
Said on Operators
Tool 2-3x more sign-ups within 30 days, up to 5x ROI within 90 days Share this moment

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