marketing yourself as the expert charlie david reading, apfs charlie ehandout 5.13.19.… · title:...

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2019 MDRT Annual Meeting e-Handout Material Title: Marketing Yourself as the Expert Speaker: Charlie David Reading, APFS Presentation Date: Monday, June 10, 2019 Presentation Time: 3:30 – 5:00 p.m. Session Room: The Fillmore Theater The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited; errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.

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Charlie David Reading, APFS

Marketing Yourself as the Expert

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One of Top UK Practices

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Top 7%

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The W.I.S.E.

Expert

Why

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Exercise:

Finding Your Why

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The W.I.S.E.

Expert

Why

Expert

How?

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Entrepreneurial Happiness

Reclaim the Time, Profit and Fun you Deserve!

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Exercise: The R Factor Question

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Exercise:

Making you The Expert

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The W.I.S.E.

Expert

Why

Spotlight

Expert

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The Exploration Meeting

Attraction Marketing DevicesBook Blog EventsPodcast Tools

The Free Finance Call

The Efficient Wealth Management Process

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The W.I.S.E.

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Ideal Client

Spotlight

Expert

My Ideal Client

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Exercise:

Your Ideal Client

Marketing YourselfAs THE Expert

In MDRT Store

@charliereading