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Imperative 8: Exhibit Active & Visible Leadership

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Question 8: What are the Key Tasks of Active and Visible Sales Leadership?

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Financial Planner Update – The IRS Announces Inflation Adjustments for 2012

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Top 10 CFP® Financial Planner Education Programs

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Imperative 7: Know When to Teach and When to Coach

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Question 7: Do You Know the Difference Between Teaching and Coaching?

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Intestacy Laws: What’s Keeping Financial Planners Up at Night

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Imperative 6: Evaluate Progress Continually!

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Question 6: What are the Most Time-Effective Ways to Assess Your Producers?

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When Sales Goals are Counterproductive

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Portability of the Estate & Gift Tax Exclusion Amount is NOT Automatic

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Imperative 5: Benchmark Each Individual Sales Professional

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