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Commonwealth Alliance Program Back to Advisory Services Positioning yourself as the coordinator of an entire wealth management team reinforces your role as your clients’ principal financial problem solver. And the Commonwealth Alliance Program (CAP) can help you pull that team together in a scenario in which everybody benefits. CAP allows you to offer financial incentives to outside professionals—including attorneys, accountants, and other client centers of influence—thereby expanding your reach, encouraging referrals, and building the relationships that can make all the difference to you and your clients. |
 
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