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Performance Press

Planning Checklist for Your Success

Planning Checklist for Your Success

Successful entrepreneurs and executives work ON, as well as IN their business. They engage in regular strategic planning process to drive performance.

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By Norm Trainor | August 29, 2016 | Entrepreneurship
Growing Your Business through Service Excellence

Growing Your Business through Service Excellence

The business builder knows that she is not only selling a product or service to clients, but is also working to deliver an exceptional client experience.

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By Norm Trainor | September 29, 2015 | Systems and Processes
Partnering for Success

Partnering for Success

Working with high net worth clients requires a value proposition that addresses their needs, wants and values and uses their wealth in the most effective and efficient manner.

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By Norm Trainor | October 30, 2014 | Systems and Processes
Client Engagement is Built on Trust

Client Engagement is Built on Trust

Through well thought out and executed procedural trust, the Ellis team engages clients and consistently obtains introductions, recommendations and referrals.

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By Norm Trainor | September 30, 2014 | Systems and Processes
Mind the Small Details of Business

Mind the Small Details of Business

A failure to attend to the smaller details can hamper your firm's maturation and development into an organization that clients and competitors take seriously.

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By Norm Trainor | December 30, 2013 | Entrepreneurship
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