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Module 1 | Rapid Recap
1 Lesson
Lesson 1 | Milestones (1:27)
Module 2 | Bridge Talk™
6 Lessons
Lesson 1 | 4 Decisions To Success (0:41 minutes)
Lesson 2 | Elevator Pitches Should Be Pitched (3:17 minutes)
Lesson 3 | Dangers to Avoid (2:45 minutes)
Lesson 4 | Five Attributes of the Successful Bridge Talk™ (3:03 minutes)
Lesson 5 | Structure of The Bridge Talk™ (3:18 minutes)
Lesson 6 | Putting It All Together (2:16 minutes)
Module 3 | The Best First Meeting Ever
11 Lessons
Lesson 1 | Approach Talk Milestones (1:27)
Lesson 2 | Decision 2 – Agree to Engage (1:17)
Lesson 3 | The Planning Horizon Conversation (11:47)
Lesson 4 | Structure of the Approach Talk Meeting (1:35)
Lesson 5 | Present Talk (1:25)
Lesson 6 | Appreciate and Bridge Talk (1:29)
Lesson 7 | Right Fit and Efficient Meeting Plan (5:23)
Lesson 8 | Wealth Optimization System (4:24)
Lesson 9 | Engagement Letters (1:33)
Lesson 10 | The Planning Table
Lesson 11 | Implement What You’ve Learned (0:37)
Module 4 | Values
5 Lessons
Lesson 1 | Decision 3 – Commit to Goals (1:31 minutes)
Lesson 2 | An Introduction to Values (4:33 minutes)
Lesson 3 | Values Exercise (6:40 minutes)
Lesson 4 | Getting started with the Qualitate™ Application (2:19 minutes)
Lesson 5 | Values Summary (2:08 minutes)
Module 5 | Vision
3 Lessons
Lesson 1 | Introduction to Vision (6:56 minutes)
Lesson 2 | How to get at Vision (8:20 minutes)
Lesson 3 | Entering Vision into the Qualitate™ Application (0:51 minutes)
Module 6 | Goal Clarity
6 Lessons
Lesson 1 | Goals Overview (1:59 minutes)
Lesson 2 | Goal Inventory (2:00 minutes)
Lesson 3 | Goal Detail Process – The GISOR Model (4:17 minutes)
Lesson 4 | Entering GISOR into the Qualitate™ Application (1:24 minutes)
Lesson 5 | Affirmation Report (1:44 minutes)
Lesson 6 | Creating an Affirmation Report in the Qualitate™ Application (1:00 minute)
Module 7 | Goal Achievement
3 Lessons
Lesson 1 | Goal, Gap and Recommendations (3:00 minutes)
Lesson 2 | Entering the Planning Gap and Recommendations in the Qualitate™ Application (1:53 minutes)
Lesson 3 | Delivering the Plan (2:16 minutes)
Module 8 | Congratulations!
1 Lesson
Course Completion (1:29 minutes)
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Module 4 | Values

Integrating Fee Planning Into Your Practice Module 4 | Values
Module Content
0% Complete 0/5 Steps
Lesson 1 | Decision 3 – Commit to Goals (1:31 minutes)
Lesson 2 | An Introduction to Values (4:33 minutes)
Lesson 3 | Values Exercise (6:40 minutes)
Lesson 4 | Getting started with the Qualitate™ Application (2:19 minutes)
Lesson 5 | Values Summary (2:08 minutes)
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