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  • The Science and Psychology of Goal-Setting... advisor presentation

  • 6/12/2017 | Broker | pdf
  • When you know who your best potential prospects already are, you can confidently deliver your service offering because it's authentic; a service or services you've already been providing successfully. By doing so, you can grow your business by can re...

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  • 8000 Days advisor presentation REP_8000.pdf

  • 1/9/2018 | Broker | pdf
  • With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of l...

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  • Overcoming the Bottleneck in Your Business advisor presentation

  • 1/18/2019 | Broker | pdf
  • Time is our most precious commodity. However, many traditional time management techniques are no longer relevant in today’s world. By replacing time management with focus management, you can increase the health and growth of your business—and decreas...

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  • The Word of Mouth Influence Hierarchy 9-12-18 webinar slides

  • 9/11/2018 | Broker | pdf
  • Asking for referrals is awkward. And clients don’t like being asked to give them. Word-of-Mouth Influence (WOMI) can help you get referrals without all the uncomfortable questions. Through their advisor research, the Oechsli Institute has identified ...

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  • The Evolving Workscape plan sponsor presentation REP_WORKSCAPE.pdf

  • 8/23/2018 | Broker | pdf
  • Shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future. In order to retain and attract the best talent across the generations, you must meet the expectations of today’s employee.

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  • The Future of Advice -- Advisor Presentation

  • 10/24/2017 | Broker | pdf
  • Aging clients now expect financial advisors to prepare them for what they may confront in middle age and as older adults. Your ability to provide these services will depend not only on your value proposition, but the depth of your relationship with e...

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