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Checklist for Successful Recruiting & Training

?Satisfied producers make for the best source of referrals.

?Concentrate on your advisors’ desire for marketing assistance.

?Focus on your advisors’ goals for long-term success.

?Invest in proven, compliant marketing and client-presentation tools.

?Develop training around retirement income planning.

Prepared by David A. Macchia, Sr., President and CEO, Wealth2k, Inc.


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