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Workshop | Glide to 5 (Edward Jones ONLY)

We were asked if we coach differently for different Edward Jones Levels and the answer is: No and Yes. Our Personal Branding Process is the same - but, we understand that Financial Advisors have different needs and capabilities as they become more experienced.

With that in mind, we created strategies that help so many of our clients “glide” their way from Level 3 to Level 5 in a very short period of time. Whether it’s by focusing on assets or commissions, we are going to walk you through actionable steps that have helped Financial Advisors navigating this pivotal period.

Cost: $330

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July 17

Workshop | Confidence