Check out the Lead Generation Summit – Bill Bachrach conducting a session!

If you aren’t currently generating enough leads in your business, a resource you should check out is the upcoming Lead Generation Summit, taking place on November 6-10th. Bill Bachrach has arranged a free pass for you to attend and the Summit is virtual, so you can attend from anywhere.

 

The Lead Generation Summit is a compilation of lead generation experts who will be presenting strategies to generate more leads and grow your business in a variety of ways.

 

Bill will be presenting the 7 Critical Conversations for Building a 7-Figure Business, where you’ll explore: 

• How to most effectively acquire new clients 

• A repeatable process that motivates clients to have all of their business with you 

• How to break out of the everyday “trap” that is not successfully serving you 

• The skills needed to turn prospects into clients

 

Look through the lineup of speakers and topics and sign up to attend. Make sure to mention Bill Bachrach referred you when you sign up in order to get your FREE access.

 

Register now at http://leadgenerationsummit.com/?inf_contact_key=ef2937342273398a253b8f3d78fd4c9f3c718a431e9a2cbe7c892ad4fa4defa7

 

After you have a lead, the next step is to create a strong emotional connection between you and your prospective clients which will create the most important aspect of any relationship, TRUST.

 

If you can facilitate a meaningful experience that will get your existing and prospective clients discovering what’s truly important to them, you can move the needle on their “trust dial” in the right direction so they’ll want to hire you, implement all of your advice, and decide to do all of their business with you.

 

The way to do that is through Values-Based Financial Planning™.

 

Register now to grab your FREE seat for the Lead Generation Summit on November 6-10th. Bill is looking forward to having you join him. (http://leadgenerationsummit.com/?inf_contact_key=ef2937342273398a253b8f3d78fd4c9f3c718a431e9a2cbe7c892ad4fa4defa7)

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How to Improve an Already Successful Business

You already have a successful business and you have good repeat clients and word-of-mouth clients. You are successful at making a profit. Have you ever thought of improving your already successful business so that you can be number one or in the top 10 or 20 firms in your niche? There is nothing wrong with wanting to improve your business strategies in order to have your already successful business even more successful.

 

The 80/20 Rule

The 80/20 rule in marketing puts into motion that 80% of your profits are coming from 20% of your products or services. With your top products or services being the focal point of your sales and profits, how can you make these products or services even better? So, how do you make them stand out more than they are? Take into consideration what is making you the most sales is what people are looking for most. You have created something that is in demand. So how do you create even more demand for it?

 

Start Focusing

Start to focus on these successful products or services that are making your business successful and start improving on them. Ask your clients for feedback on your website: Is there anything that we can do better and improve upon?   What is it that you like about our product or service? Did you choose us over someone else? If so, what did you like better? Clients love to give feedback, and whether it is good or bad feedback from your clients it is an important part of your business success. You want to keep your clients coming back and you want them to tell their friends about how wonderful your products or services are. People like the personalized interaction. Offer to include them in a drawing for a prize for their feedback (for example, an iPad, tablet, etc.).

 

If your top sellers are different than the other products or services are, why not focus on that certain niche? By focusing more on what the best sales items are you will increase your profits. Add more products or services that support the top sellers or improve on them.

 

Believe in Yourself and Set Goals

Your clients certainly believe in you and your company so why don’t you believe in yourself even more? We all know that by believing in yourself you are more self-confident and self-reliant. When you are confident with what you are doing you are going to be successful in what ever goals you want to achieve.

 

Goal setting should be taken in baby steps. Short term goals turn into long term goals. You already had goals set when you started your business and what you need to do now is upgrade those goals for a more successful business. Write down your new goals on how you are going to improve your business and outline how you are going to go about reaching those goals. Goals need to be modified from time to time to ensure your business grows successfully and doesn’t just stay stagnant. Ideally, you would create a business plan with key business metrics that you execute every year – all year long.

 

Balancing Work and Home

When you are a business owner it can be difficult to find an equal balance between home life with your family and life with your business. You don’t want to end up spending more time at work than at home as this will put more unwanted stress on your life. Stress can negatively impact your work and your home life. Stress causes mistakes, lack in productivity, and can even ruin your business reputation.

 

You don’t want to be married to your work, you want to be married to your wife or husband. As a business owner your family is the most important part of your business as they are part of your support group.  

 

Make sure you always take the time for your family and friends. This not only strengthens your family bonds and affirmations, it also helps you find that balance between work and home life that will make you an even more productive business owner. When you are happy at home and happy at your business, you will be able to achieve your goals quicker and more efficiently.

 

Remember, believe in yourself, believe in your product or service, believe in you team, make goals that are attainable, and balance your home and work life. Following theses simple steps will turn your already successful business into an even more successful business so you can be even happier than you are today.

 

To read more high-value complimentary articles, go to http://www.accountabilitycoach.com/free-articles/, or watch high-content web classes, go to http://www.accountabilitycoach.com/free-articles/free-webinars/.

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Quickly Build Trust with High Net Worth People – Live Demonstration

This Could Be Your Competitive Advantage!

As a rookie Financial Advisor, Bill Bachrach was obsessed with creating a repeatable process that could be consistently implemented to acquire financially successful clients.

 

Through massive trial and error, script writing and re-writing, recording and studying the recordings of prospect and client meetings (which is enormously uncomfortable, as you might imagine), the “code” was eventually cracked and Values-Based Financial Planning™ was created.

 

Over the past 30 years, thousands of financial professionals have found Values-Based Financial Planning™ to be a very effective way to acquire and serve clients, especially Ideal Clients.

The crux of the Values-Based Financial Planning™ initial client interview is the Values Conversation™. And the good news is that in all the 30 years Advisors have been learning and applying what Bill teaches, it has all been in alignment with the DOL Fiduciary Standard.

 

Done well, this conversation tends to move the needle on the trust dial in the right direction (toward the 10 on a scale of 1-10). You create an experience that makes you the obvious choice to be their most trusted Financial Advisor. The Values Conversation™ creates an emotional connection with you.

 

There are 3 steps to the Values Conversation™. This is not complicated; however, it does require practice in order to build skill. To walk you through how to effectively implement the Values Conversation™ you have a unique opportunity to watch the process in action… LIVE from our office on Tuesday, October 17th at 11am PDT / 1pm EDT.

 

Register right now by going to: http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbd

 

You’ll see a live demonstration of the Values Conversation™ with actual high net worth individuals. This will be an extremely valuable presentation to your business, and you can watch the LIVE broadcast at no charge – all you have to do is register.

 

Event Details:

How to Build High-Trust Client Relationships: Live video demonstration of the Values Conversation™ with Bill Bachrach

 

When: October 17th at 11am PDT / 1pm EDT 

 

Get the full details and register now by going to http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbd

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“The Singularity” – How Will This Affect You and Your Clients’ Futures?

The single most important thing that will impact YOU and your clients’ futures is The Singularity.

 

When you watch this web class, Bill Bachrach will uncover 3 truths: 

 

  1. Why the concept of The Singularity is important for you to understand so you and your clients are completely prepared for the future.
  2. The challenges the entire financial services industry faces and how to overcome them.
  3. How you can create a business that’s agile, adaptable, and flexible enough to generate more business revenue now AND in the next 10-20 years.

 

What is The Singularity and why does it matter to your clients?

 

  • The Singularity is loosely defined as artificial intelligence exceeding human intellectual capacity and control due to accelerating progress in technologies. This will radically change civilization in an event called “the singularity,” where events may become unpredictable, unfavorable, or even unfathomable.
  • The future your clients are preparing for will likely be very different than the plan they create with you. An example would be they are unlikely to die when they think they are; therefore, all of the projections for how much money they need are wrong. Way wrong….

 

Watch the replay now by going to http://www.youradvisorroadmap.com/singularity?utm_medium=email&utm_campaign=arvt&utm_source=email&utm_content=09-29-17&utm_term=09-29-17&Id=299267&Email=anne@billbachrach.com&inf_contact_key=011051fb27b1b18f007900d8bbb2ed8eb4aaf1d655555f257c97b75770b08155
Bill Bachrach is one of the most recognized “names” in the Financial Services industry and was named “one of the four most influential people in the Financial Services industry” by Financial Planning Magazine.  As the “father” of the Values-Based Financial Planning™ philosophy and the Trusted Advisor concept, Bill’s work has had a profound impact on how Financial Professionals conduct business, and he has stood at the forefront of the movement to transform the Financial Services industry into a true profession.

 

It’s a great time to be a financial professional!

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Ten Tips for Effective Listening by Dr. Tony Alessandra

You’ll listen better and be listened to if you practice these TIPS from my friend, Tony:

 

  1. Let others tell their own stories first. By letting them speak first, you save time. When their interests are revealed you can tailor your discussion to their particular needs, goals, and objectives stop wasting time volleying of sentences that takes much longer to really hear someone. You’ll get your turn.

 

  1. It is impossible to listen and talk at the same time. Not interrupting allows the other person to keep his/her train of thought. Why not wait until the speaker’s point is made? Then you will have your chance.

 

  1. Listen for the main ideas. Specific facts are only important as they pertain to the main theme. Relate stated facts to the speaker.

 

Ask yourself: “What is the speaker getting at?” Or “What is his point?”  Then get feedback.  If you guess correctly, your understanding is enhanced, and your attention is increased.  If you are incorrect, you learn from your mistake.

 

  1. Fight off distractions. Train yourself to listen carefully to your customer’s words, despite such external distractions as a ringing telephone, passersby, or other office noise. Focus your attention on the words, ideas, feelings, and underlying intent. Improve your power of concentration, so that you can block out external and internal distractions and attend totally to the speaker.

 

  1. React to the message, not the person. Don’t allow your mental impression of the speaker to influence your interpretation of his message. Good thoughts, concepts, and arguments can come from some of your least favorite people.

 

  1. Use feedback. Constantly try to check your understanding of what you hear. Do not only hear what you want to hear.

 

  1. Try not to be critical, either mentally or verbally, of the other person’s point of view. Allow the speaker plenty of time to fully finish his train of thought. You might find that what you were initially going to disagree with wasn’t such a bad idea after all. Keep an open mind.

 

  1. Listen attentively. Face the speaker with uncrossed arms and legs; lean slightly forward. Establish eye contact. Use affirmative head nods and appropriate facial expressions when called for, but do not overdo it.

 

  1. Create a positive listening environment. Shoot for a private atmosphere away from sources of distraction.

 

  1. Ask questions. Ask open‑ended questions to allow the speaker to express his feelings and thoughts. A simple yes or no is not enough. “How can I help you.”? “Where do we go from here?” Clarifying questions seek information by restating the speaker’s remarks. The effective use of questions also allows you to contribute to the conversation.

✩✩✩

 

Dr. Tony Alessandra has a street-wise, college-smart perspective on business, having been raised in the housing projects of NYC to eventually realizing success as a graduate professor of marketing, internet entrepreneur, business author, and hall-of-fame keynote speaker. He earned a BBA from Notre Dame, a MBA from the Univ. of Connecticut and his PhD in marketing from Georgia State University (1976).

 

Dr. Tony is also the Founder/CVO of Assessments 24×7.  Assessments 24×7 is a global leader of white-labeled DISC assessments, delivered from easy-to-use online accounts popular with business coaches and Fortune 500 trainers around the world.

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The Anticipatory Organization Virtual Book Tour Exclusively on Facebook Live with Dan Burrus

My friend, Dan Burrus, has a new book out that you must check out. This 40-minute Facebook Live video is packed with a lot of great information so you can decide if you want to purchase it or not. Dan is one of the smartest people I know so I think you will get value from watching/listening to his virtual book tour at https://www.facebook.com/danburrus/videos/10207861945106437/?hc_ref=ARTPlw7zo-DTtBBAEPSxpXjeUmEPvUSnvzPPkoWps6mESFQUOE0efASOzmbgJRYEPtA&pnref=story.unseen-section

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6 Tips for Getting More Clients Without Working Harder – Web Class Replay

Being a Financial Professional, it is unfathomable that you would be happy with moderate success. Some business people tend to relax once they have earned a certain amount of money. Having spent so much time and effort getting your business to this level, why not take it all the way to the top?

 

Obviously, it is not easy to take a business to the top or there would be a lot more people already there. With the intense cutthroat competition in virtually every industry, making your mark is difficult. Yet, if you know what it takes, you can work towards this.

 

When you watch this high-content web class, you will discover specific business success principles that help get more clients and get more done without working harder, and you will discover results-producing strategies that will help you to:

  • Increase your income
  • Achieve more of your goals
  • Improve work / life balance
  • Get back on track and stay on track
  • Set yourself up for Greater Success

 

During this high-value web class I shared lessons from coaching Business Professionals and Advisors who make middle six-figure to seven-figure incomes.

 

Get the complimentary web class replay at: http://www.accountabilitycoach.com/iwebx-request-free-resources/

 

To gain access to even more high-content free webinars, go to http://www.accountabilitycoach.com/free-articles/free-webinars/

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4 Tips for Being More Consistent

 

When it comes to your business, consistency is absolutely essential to increasing success. Becoming and staying consistent is not always easy, but it will always produce better results.

 

What exactly does it mean to be consistent? I would say that Merriam-Websters dictionary probably says it best…

 

“Consistent-Marked by harmony, regularity, or steady continuity:

free from variation or contradiction.”

 

Staying consistent will mean a number of things to you as you grow your business. To clients, you will appear reliable, dependable, capable, and steady. To your employees, you will appear congruous and constant. Consistency makes up a huge part of what causes a business to be successful, and achieving consistency will bring you a step closer to realizing this success on your own terms.

 

Here are 4 tips that can help you to become even more consistent each and every day. Some of these tips might seem like no-brainers; however, following them faithfully can have a dramatic impact on the outcome of any project that you might be working on, be it large or small.

 

1… Create and Execute a Game Plan

Having a set plan is absolutely essential to staying consistent. Without a firmly established success road map, you could very easily veer off course. This could cause variation in any part of your business, even if you are trying as hard as you can to avoid it. In truth, it is really hard to stay focused and regular when you do not have a plan to work from that can help you realize how to get to where you ultimately want to be. To help you consistently execute your plan, you need to make sure you utilize your calendar so you can stay focused on exactly what needs to be done every day.

 

Does your business have policies and procedures for all of its work-related tasks? Do your employees have access to these procedures? How do you know that your employees have this information? The failure to have a plan in place is a common-enough occurrence among businesses, but you would be amazed at how many businesses forget about putting together a plan for informing everyone involved, as keeping such information current is important!

 

2… Encourage Open Communication

Have you ever had a team member who asked you a lot of questions or the same questions over and over? Believe it or not, some people naturally get aggravated when they are asked questions, even if they pertain to the important aspects of running the business. But unless this habit is broken and overcome, this kind of communications breakdown could result in setbacks that will hurt you and your company’s success.

 

If you often find yourself annoyed when asked for answers that you feel should be common knowledge, then you really need to take a second look at the situation. Try to be open to any questions that make their way to your ears, and make sure that everyone else, whether they are directly involved or not, knows the answer as well. This is a great time to ensure that the answer to questions is being recorded in a procedures manual that everyone has access to so you don’t need to repeat it in the future. Successful businesses have procedure manuals for every position in the firm. Having a good, positive line of communication is essential to keeping things consistent and reliable.

 

3… Be Committed

One way to achieve consistency is to commit to it. This could mean committing to work until a certain time each day, working by appointment as much as possible (minimize phone tag), completing a specific amount of revenue generation hours each week, or meeting with your employees on a regular basis to reduce distractions and interruptions (be more time efficient). Regardless of what you intend to accomplish or pledge to do, making one or more commitments is likely to affect your business in a positive way.

 

One of the easiest ways to commit to your business is to be as passionate about it as when you first started. If you are having trouble finding passion in what you are doing, try to angle it so that you create passion. One way to do this is to sit down and make a list of all the good things that your business can accomplish each day and how it impacts those you serve. Try to remember what made you want to get into the business in the first place. If need be, you can always refer back to your original motivators. Once you establish what your passion is, you can more easily commit to what you are doing… and once you do this, consistency will follow.

 

4… Never Give Up

This might sound like a no-brainer, but not giving up does not always just have to refer to the ‘big’ parts of your business. If getting up at 6 in the morning has been hard on you, but good for your business, then try to find a way to make it work. Try to find a way to keep the consistency going! Don’t give up coming in at 6am just because the going is getting tougher! Making revenue generation calls for new business isn’t always easy or enjoyable for everyone, but we all need to do new client acquisition work – even when we don’t want to and when we seem to get a lot of “no’s” all at one time. You must keep forging on and doing whatever it takes to generate new business for the success of your business.

 

Giving up doesn’t just mean giving up on your business; it could mean giving up on your vision, on a policy, on a plan, on an idea, or even on an afternoon. Do your best to avoid giving up anything that could lead to more consistency for your business!

 

What Can I Do?

Adopting a plan that will result in more consistency for your business can seem daunting… so try to do it one step at a time. Start by applying these four simple tips. You will be amazed at how small changes will add up to big victories, bigger profits, and a tremendous (and well earned!) sense of accomplishment.

 

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Check out the LIVE broadcast from San Diego, August 16th!!

On August 16th-18th we are kicking off the next Client Acquisition Mastery Workshop in San Diego.

 

Although attendees of the workshop will be immersed in training and practice to build their skills and confidence for 3 full days, you have a unique opportunity to watch a LIVE video broadcast of Bill Bachrach’s opening Keynote presentation, “The Art of Building High-Trust Client Relationships.”  

 

Click the link below to register for the live broadcast

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

When: August 16th at 8am PDT / 11am EDT

 

Join us for this LIVE online broadcast and discover:

 

– How to create a strong emotional connection between you and your existing / prospective clients which will create the most important aspect of any relationship, TRUST.

– How to facilitate a meaningful experience that will get your existing and prospective clients discovering what’s truly important to them which will move the needle on their trust dial in the right direction.

– How to get a ‘Pre-Commitment’ from your prospective clients during an initial client interview by aligning your services and value with what’s most important to them.

– The #1 most common pitfall that most financial advisors do when meeting with prospective clients that shatters trust and puts you in the box, ‘…just like every other financial advisor we’ve met with.’

– Watch and learn the most effective process in the world for financial advisors to build trust quickly so you’re not only different than every other advisor, you’re better!

– Watch as I demonstrate LIVE a simple, yet powerful Values Conversation that could exponentially grow your business.

 

Click the link below to register for the live broadcast – August 16th at 8am PDT / 11am EDT

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

This will be an extremely valuable presentation to your business, and you can watch the LIVE broadcast at no charge – all you have to do is register:

 

Click the link below right now to register for the live broadcast

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

Register now and join us on August 16th live at 8am PDT from the Client Acquisition Mastery Workshop.

 

Bill is looking forward to having you join him LIVE on Wednesday!!

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Delegate for Development: The Secret to Boosting Team Performance!

I thought you would get value from the below article I just read and am now sharing with you by Deb Calvert.

 

By necessity, most supervisors delegate work to others. By doing so, they free up more of their own time to focus on higher-level work.

 

Highly effective supervisors go a step further. They delegate for development. In assigning work, they weigh the needs of the team and consider both the current capabilities and the untapped potential of each individual.

 

The word “delegating” is defined as “the transfer of authority or responsibility by one person to another.” When you delegate, you give an assignment (and the autonomy to complete it) to someone else. When supervising, you assign tasks. When delegating, you assign outcomes.

 

That’s why delegating requires trust. It’s also why so many opportunities to delegate for development are overlooked.

 

While it is relatively easy to assign tasks, especially when others have demonstrated an ability to complete them, delegating for development is less straightforward. There is a learning curve involved and an inherent risk of a slowdown during the adjustment period.

 

So why delegate for development?

When you become a people builder, team members will be more fulfilled and more productive. The challenges you offer will convey trust, support and your commitment to dignifying others. You will be continually growing the capacity of your team and increasing the team’s contribution. Challenged, trusted, fulfilled employees are motivated and dedicated.

 

Secondarily, you benefit, too. By building new skills in others, you enable yourself to become more productive. You will have more time to invest in higher-level work, on additional people development (including your own!), and on cross-functional learning and growth.

Overall, your team will become more efficient and more effective when you delegate effectively.

 

Yes, but how can I be sure this will work?

Delegating must be done well in order to be effective in developing others and to ensure work gets done right. Failed delegation lacks one or more of these critical steps:

  • Selecting an able delegate for an assignment
  • Granting sufficient authority to delegate
  • Setting clear and specific goals, protocols
  • Enabling the delegate to achieve the goals
  • Being a resource to support the delegate
  • Assessing the delegate’s performance
  • Giving recognition for contributions made
  • Maintaining responsibility for outcomes

 

Employees who fail at a delegated task typically report being micromanaged or abandoned. Their managers did not see delegating as a gradual hand-off process. Instead, they went to the extremes of being over- or under-involved in the work.Using this step-by-step approach and maintaining the role of enabler, available as needed, will improve your delegating outcomes.Yeah, but…    This is exactly the paradigm shift to make. It’s not about who has time to do it or who can already do it. Instead, you’ll know who to delegate to if you routinely ask these five questions:

 

Which tasks should I delegate and to whom?

Delegating for development requires you to set aside your justifications for not delegating. The higher purpose of people building (which includes self-development) trumps every one of those excuses you may be making.

What is the cost of doing this work yourself? In other words, what are you giving up to do this task? And what are you depriving others of by hoarding this work for yourself?

Whatever it is that keeps you from delegating – that your team is too busy already, that it takes more time to teach and coach than it does to do it yourself, that it’s too important to entrust to anyone else, that you enjoy the work, that being the only one who can do it gives you job security, that you don’t know how to delegate – whatever it is, you need to ask yourself these questions:

Otherwise exceptional managers sometimes fail because they fail to delegate.

 

  • Who needs to learn how to do this?
  • Who will benefit from practicing this?
  • Who can offer new ideas about this?
  • Who will do this when I’m not here?
  • Who is interested in doing this?

 

Don’t wait for new work to come your way before asking these questions. This is the perfect place to practice. Jot down a list of 25-50 work tasks you do in a typical month. Then ask yourself these questions about each task on your list and identify tasks you can delegate right away.

 

 

Is this the right time to delegate?

Timing is everything when it comes to delegating for development. You’ll want to be sure the person you are delegating to is ready, willing and able to meet the challenge. You’ll also want to minimize the risk of delegating.

 

Here’s a simple box model to help you evaluate the timing of your delegation and decide how involved you will need to be in any given scenario.

 

What’s represented are just two variables:

  1. Is the delegate ready? Delegate Ready (DR) or Delegate Not Ready (DNR) will have some bearing on your level of involvement.
  2. What’s at stake? The stakes are high (HS) or the stakes are low (LS) will also help you determine how essential your involvement is.

 

When you combine these two variables, there are only four possible scenarios.

 

When the stakes are low and the delegate is ready, there’s no reason to be involved. Delegate without reservations or hesitations.

 

When the stakes are low and the delegate is not ready, you have the perfect opportunity to delegate for development.

 

With high stakes and a delegate who is not ready, you also have an easy choice. Delegating is likely not appropriate in this situation. Development, however, could involve taking the lead and teaching.

 

Finally, with high stakes and a delegate who is ready, you will also want to consider delegating without reservation. This is where you demonstrate trust and empower your employee.

 

The more delegating for development you do, the easier it will be for you and for your delegates. As their capacity grows, yours will, too.

 

 

You can learn more about Deb and PFPS at www.peoplefirstps.com.

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