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Showing 1–12 of 17 results
Tools for Advisors
Assessing Your Practice: Key Consulting Questions
Business Development Plan Template
Dealing With Difficult Clients: The Five Secrets Model
Four Keys to Turning Clients into Your Evangelists
Making Change Happen: The S.H.I.F.T.® Process in Your Firm
Niche Marketing: Developing It Within Your Firm
Rumor Has It: Putting Gossip to Work
Secrets to Client Segmentation
Self-Talk for a Calmer You
Selling for the Non-Sales Professional E-Book
The Pitchbook: Best Practices
The SHIFT Model
The SHIFT Model™ Email Program
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