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Preparing to Exceed Client Expectations
- Preparing to Exceed Client Expectations Course
Design your ideal business and understand where it is right now. Then develop a strategy for getting there that includes action plans for every roadblock.
- Vision and Goals: Make This Your Best Year Ever! Module
Create a vision of your ideal future so compelling that you'll do whatever it takes to achieve your goals. Learn and develop disciplines to help you succeed in actualizing your vision.
- Annual Recurring Revenue Exercise Module
Develop a specialized list of existing and potential clients that will guide you step-by-step through building your Ideal Client Community.
- Potential Client Interaction Time Module
Learn why the most important number to track is the amount of time you spend interacting with potential clients, and begin tracking your PCI Time immediately.
- Setting Your Compensation Module
A new model for delivering financial services requires a new method of compensation. Learn how you'll get paid, and what you'll get paid to do under this new model.
- Vision and Goals: Make This Your Best Year Ever! Module
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