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Enroll now... it's free!Introduction to
Cash Flow Planning with
Rick Darvis, CPA, CCPS
September 9th
register here
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Recordings Date: 6/9/2009
Topic: Ed and Rick Introduce the College Doctor Process- 8 steps to Success in College Planning/ Funding Click on the following link(s) to download a recording of this call and any presentation materials: EdandRickCollegeDoctorProcess-8steps6-09.mp3
Click this link for more on this subject If you are wondering what steps you need to take to becoming the "college doctor" in your town then listen in on this call. The eight steps to success are a compilation of solutions to the problems that planners "in the trenches" were experiencing.
If it worked for them, it may work for you too. Shorten the learning curve and get up and running faster with these 8 steps.
- The fundamentals
Education * Services and Team * Process
- Attracting families that need your help
- Talking Points and the "Full Story"- "Seminars"
- The initial meeting- "The Doctor's Exam
- Analysis and diagnosis- "The Lab Work"
- The second meeting- "The Prognosis"
- Implementation- "The Treatment"
- Ongoing checkups- "The Followup"
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