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KNOW NO BOUNDS and Paragon Resources are proud to release a new and powerful comprehensive solution to driving sales through a 5-star service model! |
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Overview:
This 195 page “how-to” book reviews an easy-to-follow 5-step process and includes dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights.
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Audience:
This book is intended for financial professionals in any phase of their career who want to increase their professionalism and take their business to new heights. Whether you are a financial advisor, financial planner, insurance specialist, junior advisor, sales assistant, or service associate, the content and resources of this book are both applicable and compelling.
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Benefits:
This action-based resource is a unique solution to changing your practice and will lead to dramatic results including: |
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An increase in both assets managed and revenues generated |
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An increase in client retention and loyalty |
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An increase in referrals by building client advocacy |
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A more efficient practice and team |
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Personal satisfaction in doing right by the client |
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