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Results: 3

Rick B. Stanzione, RFC, CSA

Dec 26, 20196 min

Spot missed opportunities and quit prospecting

Learn about the process Rick Stanzione uses to consistently reach Top of the Table early in the year -- without prospecting. It also allows him to maintain a 97% client retention rate.

Rick B. Stanzione, RFC, CSA

Nov 5, 20178 min

Holistic planning through a unique business model

Stanzione describes the process that has allowed his practice to deliver diversified offerings to clients and establish stability for the company. This includes a roster of lists that organize clients and direct the service they receive.

Rick B. Stanzione, RFC, CSA

Feb 12, 20187 min

Holistic planning through a unique business model

Stanzione describes the process that has allowed his practice to deliver diversified offerings to clients and establish stability for the company. This includes a roster of lists that organize clients and direct the service they receive.