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Meet Your Instructor


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Richard David James

CEO and Founder,

Financial Services of America

Ideal Life


Organize Your Client


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Elevate the Client Experience

Information that will help you create and maintain high levels of rapport and personalized service to clients.  

Shoot Your Trailer Presentation

Elevator pitch of who FSA is.

Pareto Sayings

Lines and terminology used in the Pareto process.

Pareto Training Videos

Advisor training videos on the Pareto process.

Service Matrix

The client experience.

Top 30 Clients

Form to list your top 30 clients.

Moments of Truth

•    Demonstrate that you are paying attention to your client by recognizing their important life events.

•    Moments of Truth recognitions are based on client FORM information.

•    This is a high impact activity to enhance trust and build depth into relationships.

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