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The Mark of Mastery™

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

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Creating Your Ideal Client Profile™

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.

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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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