SWOT Template

Using the SWOT template is a good way to visually evaluate different projects you are thinking about taking on.  It breaks down the strengths (S) that you or your organization

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Recruiting Masterclass

Recruiting Masterclass A broker system for recruiting success   There are two major levers a Broker can use to affect the growth of the office. The first is population. How

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Agent Pipeline Dashboard

Our Agent Pipeline Dashboard was designed to keep agents on track.  In a business which is often run by the tyranny of the urgent, the important can fall through the

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Veteran Program

Our Veteran Program is one of our niche marketing packages.  It is  built on the value add proposition and VIP benefit package that you have put together for your clients

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Firefighter Program

Our Firefighter Program is one of our niche marketing packages.  It is  built on the value add proposition and VIP benefit package that you have put together for your clients

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Teacher Award Program

Our Teacher Award Program is one of our niche marketing packages.  It is  built on the value add proposition and VIP benefit package that you have put together for your

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VIP Benefits Package

The VIP Benefits Package is an integral part of our base core system is the Private Client Group (PCG).  It takes a wealth management, high touch approach to developing clients

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Scholarship Program

Our Scholarship Program is one of our niche marketing packages.  It is built on the value add proposition and VIP benefit package that you have put together for your clients

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Recruiter Compensation Exhibit

This is a SAMPLE Recruiter Compensation Exhibit.  Please have your attorney and/or HR professional review any legal agreements or addendums before you put them in place in your organization. ***We

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Marketing and Advertising Budget

Our marketing and advertising budget excel tool makes it easy to get a clear picture of how much you can afford to spend.  We track ROI on every investment in

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