Difference between revisions of "Planit:Ideal Clients"
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| − | ! colspan=" | + | ! colspan="6" | In this Video you will Learn... |
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| − | | colspan=" | + | | colspan="6" | ''How can defining my 'ideal client' better my financial services and practice success?'' |
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| − | | colspan=" | + | | colspan="6" | • Profitability of clients |
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| − | | colspan=" | + | | colspan="6" | • Distinguish your particular services |
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| − | | colspan=" | + | | colspan="6" | • Save time with fewer clients |
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| − | | colspan=" | + | | colspan="6" | • Ideal Client Profile |
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| − | ! colspan=" | + | ! colspan="6" | Keep on Track! Continue training on... |
|- style="text-align: center;font-size: 110%" | |- style="text-align: center;font-size: 110%" | ||
| − | | colspan=" | + | | colspan="3" | [[Planit:Practice Management|Practice Management]] || colspan="3" | |
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| − | ! colspan=" | + | ! colspan="6" | Other Related Topics |
|- style="text-align: center" | |- style="text-align: center" | ||
| − | | colspan=" | + | | colspan="2" | [[Planit:Your Needs Self Analysis|Your Needs Self Analysis]] || colspan="2" | [[Planit:Engagement Process|Engagement Process]] || colspan="2" | [[Planit:Building Trust|Building Trust]] |
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Revision as of 19:01, 21 September 2014
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The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.
