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The Mark of Mastery™

We teach Financial Advisors how to become 'The Only Game In Town'

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The Only 2 Lead Generation Projects You’ll Ever Need

The Internal Referability Project and The External Referability Project for quickly acquiring Ideal Clients.

  • The Only 2 Lead Generation Projects You’ll Ever Need Module
    • 1. Internal Referability: Driving Spontaneous Client Referrals Lesson

      The Internal Referability Project is an effective system for generating unsolicited client referrals. Consistently increasing client referrals means improving your skills at consistently exceeding your existing clients’ expectations.

    • 2. External Referability: Strategically Developing Your Reputation (this course) Lesson

      The External Referability Project, the primary subject of this course, is an effective system for consistently identifying & cultivating ample Potential Ideal Clients out in your community.


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  • The Greatest Marketing Machine
    Ever Devised for Financial Advisors
    • The Only 2 Lead Generation Projects You’ll Ever Need
      • 1. Internal Referability: Driving Spontaneous Client Referrals
      • 2. External Referability: Strategically Developing Your Reputation (this course)
    • The Relationship File™ Project
      • The Key To Being Unforgettable
      • The 4 Steps To Building Any Relationship
      • Using The Relationship File™
      • Creating Your Ideal Client Profile™
    • Designing Your Schedule to Generate Wealth
      • Taking Charge Of Your Priorities
      • The Panic Button: How To Get Moving Without Getting Overwhelmed
    • Implementation
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