Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
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Your Entire Wealth Management Business
CourseDiscover how to transform your wealth management business! This presentation reveals strategies to cut compliance, reduce admin, lower MERs, enhance client focus, and streamline succession planning for lasting success.
$20
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Making AML Part of your Daily Routine 2022
CourseMake Compliance easy and manageable! This updated 2022 presentation from The AML Shop offers practical tips and a humorous take on avoiding Compliance issues, saving you time and preventing client-triggered nightmares.
$20
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RRSP Discrimination Against High Income Earners
CourseDiscover strategies for high-income clients who’ve maxed out their RRSPs! This presentation explores solutions to help them save more and secure their future lifestyle. Essential insights for advisors with high-net-income clients!
$20
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Opportunities with the Millennial Market
CourseUnlock the secrets to attracting Millennial clients! Discover market insights, strategies to connect meaningfully, and ways to outshine Robo-Advisors. Build lasting client relationships for decades to come!
$20
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Estate Planning for Advisors
CourseExplore the full scope of Estate Planning beyond Life Insurance. This presentation equips you to address key elements and deliver expert-level advice, ensuring your clients' financial futures are secure.
$20
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Build Your Personal Brand to Triple Your Revenue
CourseLearn proven strategies to establish yourself as a recognized authority in your community or industry. This presentation will empower you to elevate your reputation and boost your practice's success. Ready to lead?
$20
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?