Dangers, Opportunities and Strengths

Resource: Improve Your Quality of Life

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FIRST WORD

Ready, Fire, Aim

Resources: Accelerate Organic Growth

Using a simple three-step approach, John Bowen reveals a proven strategy that alters the syntax of a familiar three-word command. Ready your approach and then fire! Aim after you discover how the marketplace responds to achieve more powerful results and greater success.

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Simple and Elegant

Resources: Maximize Practice Value

Avoid needless and costly complexity in your business model and create tremendous equity in your practice. Join the group of top financial advisors who find success on purpose serving their affluent clients well using elegance and simplicity where it matters most.

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C’mon Get Happy!

Resources: Improve Your Quality of Life

Most think the reward of hard work and dedication is happiness, but it can work the other way. Recent research demonstrates that as happiness grows in the workplace, so does ROI. Improve your quality of life and your business by tapping the five steps to increasing personal happiness now.

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The Off Ramp

Resources: Maximize Practice Value

One of the rewards of building a successful practice comes when it’s time to retire. Understand 3 keys to a succession plan that assures a successful transition, and 7 crucial steps to maximize practice value and optimize ownership transfer.

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