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Owned by Rob

Referral Workshop

2 members • Free

A three-day workshop empowering you to build and maintain referral partnerships. Printouts and actional steps included. Flat fee, no monthly costs.

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Rob Banas
@rob-banas-6961
Robert F. Banas, CPFA - Over 20yrs in finance. Founder of WILCO Wealth Management LLC. Managing Partner and CFO - C Suite Insurance LLC. Broadcaster.

Active 4d ago
Joined Jun 16, 2026
Buffalo NY
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