Courses

Acqusition: Tools Including Scripts, Downloads, multimedia

This course is made up primarily of resources you can use in your acquisition strategy.


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Creating List Of Enthusiastically Endorsed Providers

enthusiastically endorsed Sheet1

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Powerpoint for client meetings

Click on the link below to download this powerpoint presentation: Client or prospect presentation

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Setting New Standards for Elite Advisors

Rob Knapp and Matt Oechsli, Oechsli Institute discuss trends in business development, time management, relationship management, team building, social media and client loyalty in this hour long webinar.

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