Available on our members website is a collection of some of our training content that is focused on the client being a business owner:
- Circle Talk 3 for Business Owners discussing how this presentation differs from regular Circle Talk
- Circle Talk 3 Script
- Retirement Ready or Not for Business Owners Script
- Circle Talk 3 for Business Owners COW College 2017 Breakout
- Case Study Business Owner Client from March 2016
- High Net Worth Client COW College 2016 Breakout
- High Net Worth Client & Premium Financing COW College 2017 Breakout
To access this training content all in one place, login to the members.moneytrax.com and then click here
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