Financial Advisor Magazine features a SunStar training session with top Schwab advisors in it's July 2007 issue. In the boot camp, we taught advisors strategies on how to: • Differentiate their practices from other advisors• Develop ten rules for their specific wealth-building process
• Convey their messages in a clear, concise, jargon-free manner
• Develop stories and statistics that illuminate their value
• Control their answers, regardless of the question, so that they always return to their firm’s message Click here for the full article. If your fund firm or independent broker/dealer wants more information on offering our training to advisors you work with, contact Dan Sondhelm.
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