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Watch out for a guy with the initials CH. He stalked me and my Dad in a pro shop telling us how he could help me get to the next level. The guy was sooooo creepy. Called my Dad everyday then wanted to be my friend on Facebook
Maybe open discussions with this guy - http://hockeyfamilyadvisor.com/
One question to ask him: "Who do you see as your chief competitors in the family Advisor space in New England?" And maybe that will give you a couple more names to call.