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Course Content

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Chapters Status
1

Bellaria Jimenez
  • My Personal Journey: Attracting Women to the Industry
  • Advice For Women Entering Financial Services
  • Advice for the Industry on Diversity in Advisors & Managers
  • The Game of Teaming: Introducing the Teaming Process to Your Organization
  • The Game of Teaming: How Revenue Sharing Works
  • The Game of Teaming: Client Segmentation and Ongoing Client Service
  • The Game of Teaming: Refining the Teaming Process

2

John Bucsek
  • Client Segmentation
  • Compensation
  • Team Building
  • Roles and Responsibilities
  • The Client Matrix
  • The Sales Process

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