BLOG: Same Side Advisor Academy

S3 Advisor - January 25, 2021 Check-in
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S3 Advisor Week 6 - Results and Referrals

In this session, I omitted the initial part of the discussion that was very specific detail about Jason's client and started recording as we got to the recommendations and discussions.

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S3 Advisor Week 5 - Client Success Roadmap

If we want our client or prospect to follow our process, we need to illustrate how that process is in their best interest. Step 1: Earn attention Step 2: Have they convinced us that they have a problem that's worth solving Step 3: Do we know what success looks like? Step 4: (Self evaluation) Are […]

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