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100 Items to Delegate

Are you good busy or bad busy? Download this exercise to free up more of your time so you can focus on the "good busy" items that will effectively grow your practice.
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Become a Transition Planning Professional

Do your clients need to address their succession? The Successful Transition Planning Institute (STPI) offers advisors, coaches and consultants a variety of programs and training to guide your Baby Boomer clients through their transition which often includes the sale of their business..Here's a free download to learn about the program.
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The Blueprinting Guide

The exercise is built to help identify what’s important to you in your life, then guide you to create a plan to consciously strive toward living your ideal life. In effect, it allows you to define what success means.
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