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The Mark of Mastery™

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

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Designing Your Schedule to Generate Wealth

Increasing the likelihood of meeting all your future Ideal Clients on-schedule, as-planned, and at the frequency you need to.

  • Designing Your Schedule to Generate Wealth Module
    • Taking Charge Of Your Priorities Lesson

      Finding ample time in your schedule to implement The Relationship File™ External Referability Project.

    • The Panic Button: How To Get Moving Without Getting Overwhelmed Lesson

      Don't panic if you experience anxiety or overwhelm as you implement a new system and skill like this. The key is to acknowledge these normal human reactions but to never give up. Use this section if ever you become frustrated or simply can't imagine getting out and meeting new people on a routine basis.

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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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