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James “Rick” McClanahan

March 20, 2018

The Most Common Misconceptions About the DOL Rule and What it Means to be a Fiduciary

Understanding what it means to be a true fiduciary in the financial services industry is more critical now than ever before. Join Rick McClanahan as he addresses the most common misconceptions about the DOL Rule and what it means to be a fiduciary.

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Anne Bachrach
Anne Bachrach

March 22, 2018

3 Steps to Discovering Why You May Be Sabotaging Your Success and How You Can Stop It

Join Anne Bachrach and learn specific business success principles that help to create a successful financial services business in realistic and achievable steps.

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Gail Goodman

March 28, 2018

Transitional Talking Skills: Taking Conversations to Appointments

Join Gail Goodman for an overview of how to understand these tricky transitions and share very specific language you can start practicing right away.

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Bill Cates
Bill Cates

April 3, 2018

Attract High-Level Clients by Leveraging Social Event Marketing

Join Bill Cates and discover the benefits of using social event marketing.

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Don Runge

April 9, 2018

Marketing Your Way In to Meet with Potential Clients

Don Runge will explain how to find ways to get in the door to meet with potential clients.

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Annette Bau

April 10, 2018

3 Step Business Plan Top Producers and Millionaires Use to Achieve Results

Join Annette Bau and create a solid foundation, develop a winning strategy, and consistently execute your plan to achieve results!

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Barbara Rozgonyi

April 11, 2018

Ultimate Social Selling: How to Speed Up Sales Right Now!

Join Barbara Rozgonyi as she breezes through the ultimate social selling strategy you can use to refine your sales process to work smarter, better, and faster at closing sales and building relationships.

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Don Graves

April 12, 2018

11 Ways Reverse Mortgages Are Helping Financial Advisors Create More Planning Conversations

Don Graves, RICP® will share how today’s newly restructured reverse mortgages are helping advisors identify new ways their clients can keep their assets working longer without sacrificing lifestyle or enjoyment.

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Dr. Jack Singer

April 20, 2018

Mental Toughness Steps to Break Through Psychological Barriers That Will Lead to More Sales

Dr. Jack Singer will provide you with the following game plan to release yourself from the shackles of self-limiting habits that have prevented your true ability from presenting itself, consistently.

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