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The Income Planner's Toolbox
Get to Know Jeff and Marc
Introduction to Jeff Hoenle and Marc Minor (22:20)
What is Income Planning
Module 1 - What is Income Planning Interview (4:42)
Who are Ideal Clients for Income Planning?
Module 2 - Who are Ideal Clients for Income Planning? (12:47)
How do you Attract New Income Planning Clients?
Module 3 - Attracting New Income Planning Clients? (35:53)
What is Your Competitive Advantage?
Module 4 - What is Your Competitive Advantage? (23:19)
Developing Raving Fans; Gathering Information and Getting to Know Your Clients?
Module 5- Gathering Information and Getting to Know Your Client? (30:57)
Educating Your Clients as You Analyze Data and Develop Recommendations
Module 6 - Educating Your Clients as You Analyze Data and Develop Recommendations (33:56)
Techniques to Delivering Recommendations
Module 7 - Delivering Recommendations (61:15)
Module 8 - Communication and Touch Points with your Clients (22:25)
Module 8 - Communication and Touch Points with your Clients
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