 PRODUCTS Dave Mullen’s 30 years of financial services experience and expertise has been focused into a diverse set of materials that will enable you to maximize your potential. If you are committed to growing your practice, the LearnTactix strategies and tactics presented in these resources, when fully implemented, will help you realize your goals. The three types of materials LearnTactix offers provide you with a comprehensive, practical and essential combination of resources that can maximize your career. The two books provide the theory. The COACH IN A BOX gives you implementation guidance. The LEARN Software gives you the applications and technology to organize and manage your success. It is everything you need to elevate your practice to a higher level, no matter what stage of the business you are in. 
COACH IN A BOX - This training package is like having your own coach helping you to transition from the training theory to the reality of your own practice. There are three separate levels available:The Foundation (those in the early stages of growing their practice)
Taking It to the Next Level (experienced Advisors that have not yet reached the $1 million level)
Top Advisors (experienced Advisors that have achieved a million-dollar practice who aspire to a multi-million dollar and beyond business practice.)
DVD of Dave Mullen presenting his insights gleaned through his 30 years of experience and expertise in developing and elevating the practices of Advisors of all levels.
CD containing:
mp3 audio version of Dave’s presentation for you to listen to anytime, anywhere.
PDF of the Resource Guide for you to print out and use on a daily basis. This Guide includes:
Essentials of the DVD presentation condensed into Review Points, Action Items and Goals;
Complete set of Tools that are practical helps for capturing, measuring and analyzing vital data;
Scripts for practically every occasion of you and your team interacting with Clients, Prospects and Referral sources; and
Monthly (12) Checklists for tracking your progress in building your practice.
 LEARN™ Software - Learn Software – was designed to take LearnTactix training and provide the technology tools and applications for implementation. More Info >> COACH IN A BOX PREMIUM - COACH IN A BOX Premium includes a complete COACH IN A BOX training package, as well as a full year's subscription to LEARN™ Practice Management Software.
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