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RESOURCE HUB

Goals Tracker Form
Input your goals to track for next meeting
Tips for Accomplishing Goals
Download PDF of important tips for achieving your goals.
6 & 1 Worksheet
Access the printable template for Justin's "6 Most Important and Vital 1" task sheet
Marketing Presentation
Access the "Importance of Marketing" Presentation PPT Deck
Fusion Marketing Info
Learn more about the Fusion Marketing Program
PREDEX Presentation
Mike Bacon - BlackCreek PPT Deck
Website Whitepaper
Access the PDF of the "Why Your Website Doesn't Work" report from the marketing presentation
Curriculum Feedback
If you haven't yet, please complete our survey to help us make our next training even more valuable!
Samples Client Review Agenda
Rick's template for his client review agenda.
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Tuesday April 30th-Wednesday May 1st
Dallas, Tx
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Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

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All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​
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Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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