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Is your future bigger than your past?

Jim S. Forbis, CLU, ChFC

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Using what he calls the “building blocks for financial security and peace of mind,” Forbis helps you assess your practice, identifying strengths, weaknesses, threats and opportunities and develop a plan to grow a bigger future by concentrating on strengths and “transferring weaknesses” to others skilled in those areas. Learn to create and maximize a loyalty network to maintain a flow of clients from influential service relationships. Differentiate yourself from the rest of the crowd, and become top of mind to all you serve!
 

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