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We teach Financial Advisors how to become 'The Only Game In Town'
Delivering an Extraordinary Client Experience
Learn how to get off on the right foot with every new Ideal Client relationship, and what you and your team should be doing during the first 104 days.
What do you have in common with Obi-Wan Kenobi? In this course, Mark walks you through how your path to becoming indispensable mirrors the classic Hero's Journey story structure.
While this entire program is designed to help you deliver an extraordinary client experience, this module will dive into some simple ways you can start moving in that direction right away.
By exceeding client expectations, you can increase the quantity and quality of referrals you receive.