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We teach Financial Advisors how to become 'The Only Game In Town'
Becoming known as a person who always remembers every detail a person shares with you makes your reputation extraordinary. Being known for always remembering important details about a person is also The Mark of Mastery™.
The 4-step process for meeting as many new people as you need to acquire as many new clients as you want.
Effective practices for more easily implementing The Relationship File™ system.
Creating an Ideal Client Profile, an accurate profile of the client you serve best and most enjoy working with, to use as a filter for identifying Potential Ideal Clients or eliminating potential clients from consideration for Ideal-Client-Level services.