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Simplifying and systematizing the sales/closing process to match the marketing funnel and improve closing ratios with younger or less experienced advisers

"We have a sales coach that we hired many years ago. His name is Paul Carpenter — paulcarp.com if anybody wants to look him up. He's not cheap, by the way, but fantastic stuff. He helps me dumb down and helps us simplify our sales process so that it matches ..."

David Brooks

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