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    AdvisorStream
    Advisor360 & Wealthscape Alerts
    New Practice Announcement Letter
    Use this language to introduce yourself and your new role to people in your networks
    Advisor360 - Outlook Sync
    Advisor360 - Mail Merge
    Gainfully
    Information about the Gainfully app and instructions on its use.
    Reassignment Letter Deceased Agent
    Use this language to reach out to the client of a deceased agent introducing yourself as their new point of contact and service