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Storefront messages - ARK Solutions - IT applications; Thaney Associates - CPA - Accounting Applications
Use My Place I to communicate with client and customer base
Registration for Professional Development and Support System -
American Institute of Small Business
1. Biweekly conference call to share experiences, motivate and train via voice over ISP. Give the chance to participate in using this technology for their clients and communicate with Planners for tips and co - brokering of fees and clients
2. Newsletter; a section from the Planners themselves; a training section on time management, people skills, verbal skills, environment appraisal prospecting, interviewing, start up, maintaining, developing referrals; updates on conferences, materials, breakthroughs! Plan to contribute!
3. Provide a monthly Self Improvement CD or MP3 program using a mix of Successful Planners
4. Provide an ongoing book support program.
5. Provide a Portal System w/ personal log in pages for ongoing Marketing, Communication, Forums, Calendar, to do list, Surveys, Resource, Professionals, Lead Generation and Value Adds. Client use of My Place I
6. Provide regular web meetings and or conference calls to support acquisition and retention
7. Provide personal and corporate marketing materials and strategies
8. In-service courses for specialized certification
9. Quarterly seminars for recognition, training, and new advances
10. Provide financial/accounting systems for clients
Read: The Tipping Point, Author, Malcolm Gladwell
Test - Certification!
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