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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!  
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.
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.


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

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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