UVP Worksheet

Our UVP Worksheet is designed to help you identify your Unique Value Propositions (UVP’s).  Your business has a specific culture, brand promise and set of UVP’s.  This is true whether

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Sample Letter to Investors 2020

Here is a sample letter to investors.  You can get a targeted list to reach out to of non-owner occupied owners (investors) from your local title rep. Mr Jones, 2020 has

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Online Lead Best Practices

Online Lead Best Practices Infographic Online lead conversion is best when the initial response rate is within seconds of the initial inquiry.  The best agent profile for working online leads

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360 Degree Self-Check

Tools and Downloads Our 360 Degree Self-Check is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring

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Personal Reserves Self-Check

Tools and Downloads Our Personal Reserves Self-Check is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring

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Business Self-Check

Tools and Downloads Our Business Self-Check is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring progress

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Personal Foundation Self-Check

Tools and Downloads Our Personal Foundation Self-Check is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring

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Excel Marketing Plan and Budget

Tools and Downloads Our Excel Marketing Plan and Budget was designed to help you get a 30,000 foot look at marketing spends.  In a business which is often run by

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Coaching Wheel of Life

Tools and Downloads Our Coaching Wheel of Life template is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe

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