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CFD Companies launches initiatives to strengthen adviser relationships amid hybrid firm decline.
CFD Companies, a fully independent Broker/Dealer and RIA, announced its 2025 community-building initiatives, including a 25th anniversary trip and a trip for high-achieving financial professionals under 45.
The company aims to foster strong relationships with advisers, emphasizing the importance of exceptional client service despite the decline in hybrid firms.
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CFD Companies lanza iniciativas para fortalecer las relaciones de asesoramiento en medio del declive de la empresa híbrida.