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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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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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