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The Mark of Mastery™

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Designing Your Ideal Business Around What Clients Already Want

What do you really want from your business? Will your business give you the career satisfaction and lifestyle that you desire? Or have you thrown together a patchwork of ideas and services that force you to work too hard for too little? In this session, you will be asked to think deeply about what you truly want from your business, and how that lines up with what high-value clients really want (and are willing to pay for). Bring your notepad and your imagination to this session, as you design your ideal business to deliver what you want, need and deserve.

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  • The Only Game In Town
    10 Game-Changing Strategies For Financial Advisors
    • 6 Fundamental Laws for Becoming Indispensable
    • Designing Your Ideal Business Around What Clients Already Want
    • Seeing The World Through Your Clients’ Eyes
    • Attracting Ideal Clients
    • You Are Sitting on Acres of Diamonds
    • Crushing It In Client Meetings
    • Reports That Clients Love (And Hate)
    • The Critical Path To Getting More Done
    • Clients Prefer Relationships Over Technology
    • The Ladder Won’t Climb Itself
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