The Right Fit Advisor® course provides a deep dive into the process of hiring, onboarding and training the right associate advisor(s) for your practice. Topics covered include: how to post create and post job ads, how to identify the right type of advisor for your firm, onboarding and training best practices. A wealth of supporting […]
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This course provides you with a detailed overview of the Family Estate Organizer, the benefits to you as an advisor, and the benefits to the prospects and the clients to whom you offer this value-added service. You are going to hear about key tips, tools, and best practices that make the utilization of this tool
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This process takes you through step by step on how to gain referrals from existing clients, and how to turn those referrals into clients. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
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The process takes you through all the steps to become a trusted social security consultant and provide a unique service which is in critical demand in your community and throughout the country. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or
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Client satisfaction and relatedly, referrals, are crucial parts of an advisor’s business. Utilize this comprehensive system to use the NPS survey to measure client satisfaction and generate referrals for your practice. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use
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Explore concepts with top advisor, Mary Sterk’s marketing processes and how you can implement many of the programs to help you and your practice be Your Personal Best! Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
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Looking to sharpen your hiring skills and find the perfect support staff for your financial services practice? Welcome to The Hiring Advantage! In this course, you’ll discover three straightforward steps to elevate your hiring process. You’ll learn to define the role, create an irresistible ad, and post it in the best places. Master resume reviews,
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The Teamwork Movement Practice Management Program assembles critical information entrepreneurs need to successfully build and maintain a thriving firm. Designed to help you hire the right people, set expectations for each team member and position, onboard, train, and retain top talent with a clear path for professional growth and a robust compensation philosophy, The Teamwork
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The Cash Flow Analyzer process and its exclusive tools will help you better understand the present financial state of your business and determine where you want your business to go. Through goal setting and financial modeling, you can begin to decrease expenses and increase revenue to grow your business at a manageable and sustainable pace.
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