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The Mark of Mastery™

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Day 2: Liberation

On Day 2, you will put the past behind you and train your focus on the future. You will make sure your vision is your own, and create strategies to handle anything that may slow you down.

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  • Preparing to Exceed Client Expectations
    • Vision and Goals: Make This Your Best Year Ever!
      • Introduction
      • Day 1: Breakthrough
      • Day 2: Liberation
      • Day 3: Focus
      • Day 4: Resolve
      • Day 5: Motion
      • Launch Day
      • Parting Shot
    • Annual Recurring Revenue Exercise
      • Introduction
      • The Two Crucial Numbers
      • ARR Exercise, Part 1
      • ARR Exercise, Part 2
      • ARR Exercise, Part 3
      • ARR Exercise, Part 4
      • ARR Exercise, Part 5
      • Dealing with Non-Ideal Clients
      • Maintaining the Annual Recurring Revenue Exercise
      • Parting Shot
    • Potential Client Interaction Time
      • Introduction
      • Increasing Your PCI Time
      • The Four Key Metrics
      • Accountability
      • Your Action Plan
    • Setting Your Compensation
      • Video: Crossing the Chasm to Advisor P.A.C.T.
      • Video: 5 Steps to Setting Your Compensation
      • Video: Addressing Compliance Issues
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