What will your financial services career legacy be?
How will you stand out in a crowded marketplace?
How will you ensure consistent growth and profitability?
Confidently articulating your “why”, and holding yourself accountable to a proven new business development strategy are critical to your success as a financial services professional. Is it time to become a better steward of your time and talent?
Senior Profit & Productivity Consultant Tareaz Pegues is a staunch believer in the power of the right mindset. Her virtual Growth and Engagement Master Class guides participants on journey of self-discovery to identify behaviors, attitudes and perceptions that limit enterprise-wide growth and sustainability.
Master class participants hone processes to:
Articulate their “why”.
Brand their practice.
Align activities and goals.
Grow their pipeline.
Gather more assets.
Level up (MDRT & council).
Build strategic relationships.
Generate high-value referrals.
Lead results-driven conversations.
Scale their practice.
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Tareaz Pegues
Senior Marketing & Business Development Consultant
“The master class session about qualifying for a higher [recognition] level is motivating and informative. I’m running with it!”
Premier President’s Council Agent
Summer 2018 Master Class Participant