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Client Builder (Training)
- - TRAINING/STAFF DEVELOPMENT
  - Client Builder Model
  - Relationship Sales Process
  - Training Needs Assessment
  - Sales Management Discipline
  - SALES MANAGEMENT
  - Sales Management Workshop
  - Coaching For Results
- - WEALTH MANAGEMENT TRAINING
  - Introduction to Fiduciary Practices
  - Executive Oversight Training
  - COACHING
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Merger Acquisition and Divestiture
- - WHY GO IT ALONE?
  - Overview
  - Broker Dealer Selection
  - Divestiture
  - Due Diligence
  - Trust Risk Management
  - Trust System Selection
  - Valuation of Financial Assets
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Organizational Consulting
- - WEALTH MANAGEMENT
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Staff and Team Development
- - RECRUITING
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- - SELECTION
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RIA Compliance (Wealth Management Compliance Alliance®)
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  - Business Risk Assessment
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- - RIA COMPLIANCE
  - Post Examination Consulting
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- - ORGANIZATIONAL DEVELOPMENT
  - Formation of a Registered Investment Advisor
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  - Due Diligence
  - Bank Owned RIA
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Trust Benchmarking & Industry Data
- - Compcompare^®
  - Retain and obtain people! Detailed salary and compensation data on 30 Trust/Wealth Management Positions.
- - Trustcompare^®
  - Data provided by TRUSTCOMPARE® will be of tremendous value as you develop your business and strategic plans.
- - Pricecompare™
  - Detailed pricing information that will help you develop future pricing strategies and select new fee schedules faster.
- - Insight Report™
  - Quarterly industry data and performance metrics at several levels from the entire industry to market segments defined by size.
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Trust Compliance (Wealth Management Compliance Alliance®)
Fiduciary Risk Management and Trust Operations Consulting Services

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