PARAGON ADVISOR

education services, namely, conducting live and online seminars, conferences and workshops in the field of business development, namely, teaching and coaching financial professionals how to build their business through leveraging relationships with existing clients, referral sources, and professional service firms and by engaging potential clients; educational services, namely, providing coaching, lectures and training courses, delivered in person and by electronic means, on the subject of building financial businesses through leveraging relationships with existing clients, referral sources and professional service firms and by engaging potential clients, and distributing course materials in connection therewith including business plans and financial planning tools