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  • Coaching Session

    The Referability Quotient

    January 8, 2009 4:00 PM - 5:00 PM EST

    Do you want more referrals than you can handle? What specific steps could you take to make yourself more referable? Explore the key indications that determine if a client will consider positioning you as the "go to" person inside their center of influence anytime the subject of money comes up. If you are looking to build the practice of your dreams this is one session that you won't want to miss.

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Special Section Retirement Crisis Center

Strategies and solutions for advisors rethinking retirement planning in a volatile market

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    Exchange-Traded Funds: News and Research on ETFs for Bank Advisors

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    Investing in REITs: Real Estate Market News, and Information on Real Estate Investment Trusts for Bank Advisors

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