Create a vision of your ideal future so compelling that you’ll do whatever it takes to achieve your goals. Learn and …
Preparing to Exceed Client Expectations
Develop a specialized list of existing and potential clients that will guide you step-by-step through building your I…
Learn why the most important number to track is the amount of time you spend interacting with potential clients, and …
A new model for delivering financial services requires a new method of compensation. Learn how you’ll get paid, and w…
Building a Skilled & Capable Team
Your Administrative Manager is not an administrative support person—they are the Project Leader.
Master the ten steps to hiring an extraordinary Administrative Manager who will serve as the Project Leader for you a…
Acquire your next Deliverables Team member in 12 simple steps.
Learn the process for evaluating each of your direct reports every 4 months in an effort to improve your client exper…
When you provide The Ten Client Deliverables to your clients, you are providing Truly Comprehensive Financial Service…
When you provide The Ten Client Deliverables to your clients, you are providing Truly Comprehensive Financial Service…
Delivering an Extraordinary Client Experience
Learn how to get off on the right foot with every new Ideal Client relationship, and what you and your team should be…
What do you have in common with Obi-Wan Kenobi? In this course, Mark walks you through how your path to becoming indi…
While this entire program is designed to help you deliver an extraordinary client experience, this module will dive i…
By exceeding client expectations, you can increase the quantity and quality of referrals you receive.
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Course Includes
- 19 Modules
- 102 Lessons
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