| 摘要 |
In general, in one aspect, a real-time communication between a consumer of services and a provider of financial services is brokered using a brokerage system on a computer by: receiving a request from the consumer of services to consult with a provider of financial services; identifying an available provider of financial services; and activating a communication channel between the consumer of services and the available provider of financial services. Providers of financial services include, but are not limited to, an account, a tax professional, or a financial advisor.
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