Financial Management

Financial Management can help clients and prospects develop realistic financial goals and overcome common roadblocks to financial success. This seminar provides the education and motivation participants need to put their finances in order and start saving for the future.

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System Components

  • 73 full-color presentation images with sourced scripts
  • A coordinated marketing campaign that includes a flyer, direct-mail letter, postcard, and invitation
  • Access to result-producing dining invitations, letters and wave direct-mail packages
  • 20-page, 4-color, personalized participant workbook
  • Evaluation form
  • FINRA reviewed
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