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Boundless Publishing
       
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  KNOW NO BOUNDS and Paragon Resources are proud to release a new and powerful comprehensive solution to driving sales through a 5-star service model!  
     
 
Overview:
This 195 page “how-to” book reviews an easy-to-follow 5-step process and includes dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights.
 
     
 
Audience:
This book is intended for financial professionals in any phase of their career who want to increase their professionalism and take their business to new heights. Whether you are a financial advisor, financial planner, insurance specialist, junior advisor, sales assistant, or service associate, the content and resources of this book are both applicable and compelling.
 
 
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Welcome!
     
 

Book

View our flyer.
View a list of over 55 tools included in the book.
Listen to an overview of the research survey we conducted for the book.

 
     
   
     
 
 
 

Learn more about our Corporate Workshops

 
 
Benefits:
This action-based resource is a unique solution to changing your practice and will lead to dramatic results including:
 
     
  An increase in both assets managed and revenues generated  
     
  An increase in client retention and loyalty  
     
  An increase in referrals by building client advocacy  
     
  A more efficient practice and team  
     
  Personal satisfaction in doing right by the client  
 
 
 

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