Course Overview

  1. Introduction and Onboarding

  2. Pillar I-Empowering Your Team to Attract & Win Business

  3. Pillar II-Know Your Prospective Client

  4. Pillar III- Narrow Your Firm's Focus

  5. Pillar IV-Build Good Fit Solutions for Clients

  6. Pillar V-Be In The Room With Clients You Want To Attract

About this course

  • 103 lessons
  • 3.5 hours of video content