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Individual Advisor Owner Program

Individual Advisor Owner Program

1. Goals

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2. Beliefs

Beliefs matter. If you want different results, you must get your beliefs in alignment with the results you want and the behavior it’s going to take to deliver those results. What beliefs are driving you? What beliefs are holding you back?

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3. Value Interpretation

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4. Sales

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5. Objections and Closes

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6. Marketing

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7. Networking

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8. Referrals

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9. Price Versus Value

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10. Client Experience Part 1

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11. Client Experience Part 2

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12. Leadership

Many of you started as financial advisors, but realized that to grow, you need to build a team. This means you need to lead! This module will give you the resources to becoming a better leader and move you from success to significance so you can impact the world around you.

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