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This series is designed to take an organization through the twelve core elements of business development, or to detour directly to any element of interest to the firm. Each self-contained unit provides an audio file, visual presentation, workbook for participants, worksheets for group feedback tabulation and a game plan related to that specific element. The twelve core elements are outlined in The Road to AUM and provided below.
For teams that have the capacity to facilitate sessions internally, the curriculum series is an efficient, highly structured, blueprint for growth.
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