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Happy New Year!


It’s a Happy New Year because Tuesday, September 04, 2007 was the first working day of our year working with Financial Advisors as the majority of Financial Advisors wind their businesses down for the summer and then crank their businesses up again right after Labor Day.

Leading Advisor Clients invested time in the following over the summer;

1. Removing Your Roadblocks to Your Success
2. Create a Vision for the future
3. Develop a Business Plan made of Sharp Strategies and Robust Systems
4. Implement Excellent Financial Controls
5. Recruit and lead a Championship Support Team
6. Refine your Marketing and Sales Skills
7. Own a Unique Brand in an Affluent Niche
8. Focus on Specialized Products
9. Become the Recognized Expert for your Clients
10. Deliver Amazing Customer Service