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: Twenty Reasons Why Everyone Needs a Financial Advisor - Held: January 16, 2020

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Our first webinar of the new year. This webinar will dispel the ridiculous argument that people with no training and no experience should attempt to manage their own financial affairs.



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