This program is an Advanced Marketing Course designed for planners who want specific, workable

      business market techniques. A blend of technical and practical How-To prospecting and marketing skills.

      Effective in assisting planners to develop the lifetime habit of setting and achieving goals.

          Business Client Building Process

          Developing a marketing plan

          Creating clients through referrals

          Creating client capital

          Business legal structures and tax

          Issues for business clients
          The Goal Cultivator from Dan Sullivan and The Strategic Coach        

    Program runs for 6 weeks long with 3 hours per session on every Friday morning.

    I am interested joining this course...