In today’s rapidly evolving AI landscape, where technology can handle routine tasks, market analysis and other technical aspects of your work, the true differentiator for Financial Advisors like you lies in mastering soft skills. And now through Oct 25, we’re offering you an opportunity to save $50 on the annual PLATINUM membership fee and tap into the wisdom and inspiration I share based on my 50+ years of experience in the industry.
Offer's good for new members, upgrades & renewals, ends 10/25.
If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.
Is your referral stategy optimized?
Do you have an effective process for evaluating its success?
Do you have a concrete plan to make it better?
If you answered 'no' to any of these questions then you won't want to miss this next great session.