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The Introduction That Changed Everything

16 Disciplines for Financial and Insurance Professionals

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved.

The knowledge here is not mine; it’s based on my observations of prospecting and selling by top producers and advisors. These certainly aren’t the only disciplines, but if you practice all 16 I can almost guarantee your business will improve.

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