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Resources to Survive and Thrive
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Supplemental Resources
6.1 – Supplemental Resources – Resources to Survive and Thrive (March 2020) – 20201211
6.2 – Supplemental Resources – How to Support Your Team Through the Holidays (December 2020) – 20201230
6.3 – Supplemental Resources – Authority Magazine Article ( January 2021) – 20210201
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Advisor Support
1.1 – Advisor Support – How to Contact the C&J Innovations Team – 20210101
1.3 – Advior Support – C&J Innovations Marketing Document 20210201
1.4 – Advisor Support – Useful Tools for Implementing the Passport Package with Your Clients – 20201229
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Resources to Support The Passport Package™
4.1 – Resources to Support The Passport Package™ – Innovations New Client Onboarding Guide – 20201210
4.3 – Resources to Support The Passport Package™ – A Closer Look At The Passport Package Reports™ – 20201229
4.4 – Resources to Support The Passport Package™ – PDF Version of Walkaway Passport™ Assessment (Interactive and Print PDF Version) – 20201230
4.5 – Resources to Support The Passport Package™ – PDF Version of Expansion Passport™ Assessment (Interactive and Print PDF Version) – 20201230
4.6 – Resources to Support The Passport Package™ – Walkaway Passport™ Annual Recap – 20201207
4.7 – Resources to Support The Passport Package™ – Expansion Passport™ Annual Recap – 20201207
4.8 – Resources to Support The Passport Package™ – Walkaway Passport™ Partner Recap – 20201207
4.9 – Resources to Support The Passport Package™ – Expansion Passport™ Partner Recap – 20201207
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Workshop Resources
2.1 – Workshop Resources – Tips for Hosting a Workshop in the Time of COVID – 20201229
2.3 – Workshop Resources – The Passport Package™ Workshop Communication Guide – 20210101
2.4 – Workshop Resources – Your Walkaway Passport™ Presentation Deck – 20201230
2.5 – Workshop Resources – Your Expansion Passport™ Presentation Deck – 20201230
2.6 – Workshop Resources – PDF Version of Walkaway Passport™ Assessment (Interactive and Print PDF Version) – 20201230
2.7 – Workshop Resources – PDF Version of Expansion Passport™ Assessment (Interactive and Print PDF Version) – 20201230
2.8 – Workshop Resources – Walkaway Passport™ Workshop Presentation Notes – 20201230
2.9 – Workshop Resources – Expansion Passport™ Workshop Presentation Notes – 20201230
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Client and Prospect Communication and Tracking Tools
3.1 – Client and Prospect Tools – Useful Tools for Implementing the Passport Package with Your Clients – 20201229
3.2 – Client and Prospect Tools – The Passport Package™ Workshop Communication Guide – 20210101
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Data Access and Credentials
5.1 – Data Access and Credentials – How to Access Your Passport Package™ Assessment Data – Your Software Credentials – 20201230
5.2 – Data Access and Credentials – [VIDEO] How to Access and Use Data Reporting – 20201230
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