4 C’s of Market Dominance

4 C’s of Market Dominance

MEMBER CENTER Velocity Advanced CDFA Skills – 4 C’s of Market Dominance Training Videos Home Velocity Advanced CDFA Skills – 4 C’s of Market Dominance Presentation...
Marketing, Meeting, and Partnering with Mediators

Marketing, Meeting, and Partnering with Mediators

MEMBER CENTER Marketing, Meeting, and Partnering with Mediators Training Videos Home Marketing, Meeting, and Partnering with Mediators Discussed on this call: How and Why CDFAs want to Work with Mediators How To Identify Potential Partners Strategies for Contact...
Workshops

Workshops

Workshops Training Videos Home 12.04.2019 – Workshops How to design an effective workshop Targets Content Collateral The Art of Telling Stories Workshops Handout Workshops...
Value and Visibility

Value and Visibility

MEMBER CENTER Value & Visibility Training Videos Home 08.08.18- Value & Visibility Discussed on this call: Building Authenticity in Marketing by finding your authentic voice. Evolution of the Sales Cycle, overcoming objections, closing the sale. Documents for...
Marketing Like a Pro!

Marketing Like a Pro!

MEMBER CENTER Marketing Like a Pro! Training Videos Home Marketing Like a Pro!  Discussed on this call: Marketing Press Releases Content Development Attorney Intro LinkedIn Campaign Email Campaigns & Templates Scott Swet Matrix Documents from this call:...

Talk to us today to discover the right solution for your specific situation.

Whether you just received your CDFA® accredidation, or you are ready to take your business to the next level, let's get started today!

We will contact you shortly to learn more about your business, and get you setup with the right support that meets your business needs.

Start Using Your Personal Retainer Agreement Template Today!

This is your ready-to-brand Retainer Agreement. When that first client is ready to hire you, you’ll have what you need to for a successful engagement.

Check your email!