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

Trusted Enthusiastically Endorsed Providers and the Giving Tree There isn’t anything magical to this business except for building relationships. You have to have confidence in your ability to build relationships, and know that those relat

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Client or Prospect Powerpoint Presentation

Do you need a visual to discuss your new service model? This powerpoint is ready for you to add your own information for any presentation to clients, Center's of Influence or prospective clients. Click on the link to download this powerpoint 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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