Course

Module 20

(~4 min.) The module is designed to give you a vision for how you will work with clients over time, and a game-changer tool that Jim introduces as part of his teaching on how to conduct a highly effective annual review with existing clients.

3 Lessons

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Download Trainer’s Discussion Guide

The Trainer’s Discussion Guide is for trainers only, not advisors. Download and use this discussion guide in your advisor meetings to go over past assignments, create discussion on the training, role play and assign new “homework.”




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