The Donor Motivation Program™, The Donor Sequential Invitation System™, The Donor Action Capture Process™, The C2 Donor Presentation™, The Donor Nurture Process™, The Donor Motivation Institute™, The Just Sign One Auto Marketing System™, and The Just Serve One System™ are trademarks of Wealth Transfer Solutions. 2008. All rights reserved. Used with permission. firstname.lastname@example.org
Financial Services In A Box™, The Qualification Snapshot™, The Business Planning Process™, and The Marketing Game Plan™ are trademarks of BPP Wealth Inc., 2008. All rights reserved. Used with permission.
The VisionLink Solution™, Vision Definition™, Plan Creation™, Total Rewards Assessment™, Vision Alignment™, Rewards Reinforcement Strategy™ and Strategic Review™ are trademarks of The VisionLink Advisory Group, Inc., 2008. All rights reserved. Used with permission. www.vladvisors.com
The 401k Coach® Program, The Family CFO®, The 401 k Coach® Retirement Plan Solution™, Pre-Call Research System™, The Five Levels of Client Creation™, The 401 (k) Business Development Matrix™, Plan Design and Administration Issues™, Investment Monitoring and Platform Services™, Compelling Selling™, The M2 Effect: The Maggie Factor™, The Quantum Leap™, The Price of Coffee Value Assessor™, Paychecks for Life™, and The Edu-Tainment Experience™ are the property of Epstein Financial Group. All rights reserved. Used with permission. www.the401kcoach.com