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  • 100 Items to Delegate

    100 Items to Delegate

    Are you good busy or bad busy? Download this exercise to free up more of your time so you can focus on the "good busy" items that will effectively grow your practice.
    Price: $0.00

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  • Become a Transition Planning Professional

    Become a Transition Planning Professional

    Do your clients need to address their succession? The Successful Transition Planning Institute (STPI) offers advisors, coaches and consultants a variety of programs and training to guide your Baby Boomer clients through their transition which often includes the sale of their business..Here's a free download to learn about the program.
    Price: $0.00

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  • Productivity Management Spreadsheet

    Productivity Management Spreadsheet

    This spreadsheet is a scorecard to success. Use this tool to help improve your efficiency on a day-to-day basis, and in turn, improve the overall workings of your office.
    Price: $10.00

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  • The Blueprinting Guide

    The Blueprinting Guide

    The exercise is built to help identify what’s important to you in your life, then guide you to create a plan to consciously strive toward living your ideal life. In effect, it allows you to define what success means.
    Price: $15.00

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  • The Raving Fan Index

    The Raving Fan Index

    Download this template to have an idea of what questions you should ask when handing out an annual survey to your clients.
    Price: $0.00

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