New Workshop Release: Become the Obvious Choice

Join this LIVE virtual workshop to learn why it’s important to become the obvious choice and how to do it in order to open new accounts, attract referrals from your clients, and influence their behavior so they make informed and better decisions.

Save the dates: June 15, 16 & 17 (Tue through Thu) and a follow-up group coaching session on Aug 3.

A $400 early-bird discount available and registrations limited to 25 Advisors. Enroll today!

To Prospective Subscribers

Dear Prospective Subscriber:

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.

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Webinar Replay: Managing Client Expectations in Volatile Markets - HELD: April 9, 2019

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What should you be telling your clients? How do you keep your clients calm and focused on their goals with all the turmoil in Washington and on Wall Street? This webinar focuses on how the best advisors handle turmoil and apprehension.



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