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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Project ROI Worksheet

We designed our Project ROI Worksheet to help you quickly evaluate new projects, software or marketing spends.  In a business which is often run by how we feel, we have

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Brokerage Modeling Excel File

Our brokerage modeling tool was primarily designed for those who wanted to evaluate launching out on their own.  But the model also works for teams to help them see how

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Testimonial Recruiting Campaign

An effective testimonial recruiting campaign is incredibly effective at building brand awareness and highlighting your greatest advocates. They feature your current team and create a very human connection with your

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