CFE

Training Academy

CEG:The Elite Wealth Management Program

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  • Welcome

  • Lever 1: Clarity Of Intention

  • Lever 2: World Class Client Experience

  • Lever 3: Wealthy Client Pipeline

  • Accelerating Your License

  • EWM Resources

CEG: Capturing The Potential

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  • Capturing the Potential

  • Forge Powerful Strategic Alliance

  • Irresistible Offer

  • Billionaire Money Rules

Renegade Advisor Academy

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Resources

Marketing Module

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Resources

Prospects & Referrals

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  • Initial Prospect Introduction

  • 1st Appointment Procedures 

Resources