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Sales v. Marketing


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  • Secrets for Acquiring Successful, Affluent Clients
    • Marketing v. Sales for Financial Advisors
    • Sales v. Marketing
    • Just be a nice person, in-between times you meet.
    • The 4 CA Skills – 1 of 4 AMPLE PEOPLE
    • The 4 CA Skills – 2 of 4 MOMENTUM
    • The 4 CA Skills – 3 of 4 Marketing 101: Your reputation is growing…
    • The 4 CA Skills – 4 of 4: Never miss a revenue opportunity
    • The 4 reasons you’re not adding clients faster
    • Promise client outcomes not services: The 4 Client Expectations
    • You can do this (Mindset over complacency)
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