Course curriculum

    1. What are 'systems'?

    2. The Value of Systems

    3. Daily Plan

    1. Marketing System

    2. Sample Marketing System Calendar

    1. Client Management System tasks

    2. Client Management Flowchart

    3. Client Management Systems (CMS) Comparison Chart

    4. Client Tracking Sheet

    1. Scheduling System

    2. Sample Weekly Calendar

    1. Money Mindset

    2. Sample Financial Flowchart

    3. Financial System

    4. Basic Financial Tracking Spreadsheet

    5. The Five Bank Accounts

    1. Taxes

    2. Taxes & Deductions

About this course

  • $47.00
  • 23 lessons
  • 0 hours of video content