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Crush Your Competition with Tax Planning

Keep your clients and become more referable by making tax planning your ally!

How to Become a More Confident Financial Advisor

How the Best Advisors Prospect

Prospecting Genius of World-Class Advisors

 As a financial advisor,  you know you want to grow, but where do you start?  It starts with process – finding what drives you to excellence, then making an intentional choice to make it repeatable.  In 30 minutes, we cover the World-Class Advisor's Structure, including:  The Personal CFO Model, The Ideal Client Profile  Unique Value Proposition, The Prospecting Dashboard.   

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