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Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Weekly Focus - March 30, 2022 - "What Do You Want To Be Known For?"

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There are three stages to a Financial Advisor’s career. The first is building a great business. Your focus needs to be on prospecting. The second occurs when we are satisfied that we have built the business we want. We don’t need to emphasize growth as much as maintenance. Your focus needs to be on client service. The third phase is getting ready to retire. Your focus needs to be on a smooth transition.



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