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Available Online

New Account Kick Off Meeting

Welcome to Elite FI Partners! Let's Get Started Strong - New Account Kickoff Meeting

  • 30 minutes
  • Online Meeting

Service Description

Identifying who needs access to the various portals. Determining the level of access required for each team member. Discussing your preferred method of payment: ACH or mailing a check. Gathering necessary information from personnel who require access. Setting clear expectations for training sessions. Scheduling our next meeting using our convenient online scheduling tool.

Contact Details


P O Box 144, Cortaro, AZ 85652, USA

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