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Topics - David Kuiper
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Title:
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The Power of First Impressions
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Time:
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90 minutes
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What you will learn:
- How to differentiate yourself from your competition, before, during and after meeting your clients
- Power words and phrases to elevate your status to that of a professional
- How to design the Ultimate Office Experience - Setting the stage for your performance
- How to build a 100% referral mortgage practice
- How to go beyond the 1003 and achieve client intimacy
- How to become a financial concierge for your clients
- How to create your personal brand
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Title:
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Common Sense Strategies for
Successful Equity Management
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Time:
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3 hours
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What you will learn:
- How to integrate mortgage planning into an overall financial strategy
- Advanced debt and home equity management strategies
- Common misconceptions about mortgages, debt and home equity
- How to help clients (and yourself) significantly enhance net worth and retirement income
- How to improve liquidity, safety and rate of return
- How to design a home equity retirement plan
- Action steps to create alliances with financial advisors and insurance professionals
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