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'Date: Sept. 1, 2004
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<td align="center" ><p class="style29"><font size="+2"><b>Define Mission for <i>Joe Sample</i></b></font></p></td>
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<br>
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<p class="style20">A <font color="#cc0000">Mission Statement</font> describes how you define the purpose of your practice. Creating your <font color="#cc0000">Mission Statement</font> will help you to articulate the essence of what you do for clients and can be placed in your practice brochure, on your website, in client presentations and letters and, of course, presented in client discussions.</p>
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<a name="Sec1OtherFAcomments"></a><table width="100%" border="0" cellspacing="0" cellpadding="0">
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<td class="style27"><font size="+1"><b>What other FAs have
to say</b></font> </td>
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</table>
<p class="body">
<table align="center" width="100%">
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<td valign="middle" align="center" width="33%">
<img src="images/Multimedia_1.jpg" width="120" height="83" border="0">
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<td valign="middle" align="center" width="33%">
<img src="images/Multimedia_2.jpg" width="120" height="91" border="0">
</td>
<td valign="middle" align="center" width="33%">
<img src="images/Multimedia_3.jpg" width="120" height="83" border="0"><p></p>
</td>
</tr>
<tr class="style20">
<td align="center">Building your Business<br>with PracticeMAX
</td>
<td align="center">FAs Discuss DMA<br>
Best Practices </td>
<td align="center">Why Envision?
</td>
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</table>
</td>
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<a name="Sec1CreateMyOwn"></a><table width="100%" border="0" cellspacing="0" cellpadding="0">
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<td class="style27"><font size="+1"><b>Show me examples
and let me create my own <font color="#cc0000"><font color="#cc0000">Mission
Statement</font></font></b></font>
<a href="javascript:Start('section1help.asp')";>Need help?</a>
</td>
</tr>
</table>
<a href="instructions.asp"></a>
<p class="style20">Review the questions below and write your <font color="#cc0000">Mission Statement</font> or click and edit from the examples below. You may find the right fit for your practice by combining aspects of more than one of the examples.<br>
<!--first form-->
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<input type='hidden' name='mission'>
<a name="textarea1"></a>
<TEXTAREA ROWS="10" COLS="65" name="textareaName"></textarea>
<p class="style27"><font size="+1"><b>Create your <font color="#cc0000">Mission Statement</font></b></font></p>
<p class="style20"><i>(insert questions from pyramid materials here)</i></p>
<p class="style27"><font size="+1"><b>Best Practice Examples from FAs</b></font></p>
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<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox" value="Our mission is to assist successful individuals and families in achieving their financial objectives. It is only through an understanding of our clients and their goals that we can truly provide them superior service and financial solutions.">
</td>
<td>
Our mission is to assist successful individuals and families in achieving their financial objectives. It is only through an understanding of our clients and their goals that we can truly provide them superior service and financial solutions.
<div id="checkboxDiv" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox2" value="Our mission is to provide objective financial advice and guidance with the highest level of professional service in building and perserving wealth for our clients.">
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Our mission is to provide objective financial advice and guidance with the highest level of professional service in building and perserving wealth for our clients.
<div id="checkbox2Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox3" value="Our philosophy is based on the proactive process of capturing opportunity while managing risk. It is our mission to skillfully guide our clients' portfolios to meet their near and long-term objectives by navigating them through changing markets.">
</td>
<td>
Our philosophy is based on the proactive process of capturing opportunity while managing risk. It is our mission to skillfully guide our clients' portfolios to meet their near and long-term objectives by navigating them through changing markets.
<div id="checkbox3Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox4" value="Our mission is to help our clients and their families reach their financial goals by providing comprehensive financial planning, creative solutions and sound investment strategies that help provide financial freedom and preserve wealth for future generations.">
</td>
<td>
Our mission is to help our clients and their families reach their financial goals by providing comprehensive financial planning, creative solutions and sound investment strategies that help provide financial freedom and preserve wealth for future generations.
<div id="checkbox4Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
</tr>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox5" value="Our mission is to help our clients make smart decisions with their money so they can spend their time doing the things they care about most.">
</td>
<td>
Our mission is to help our clients make smart decisions with their money so they can spend their time doing the things they care about most.
<div id="checkbox5Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
</tr>
<tr>
<td> </td>
</tr>
<tr>
<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox6" value="Our mission is to help our clients achieve financial peace of mind.">
</td>
<td>
Our mission is to help our clients achieve financial peace of mind.
<div id="checkbox6Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox7" value="Our mission is to provide comprehensive financial advice and portfolio management, individually designed for each client, and delivered with the highest level of personal service and professional integrity.">
</td>
<td>
Our mission is to provide comprehensive financial advice and portfolio management, individually designed for each client, and delivered with the highest level of personal service and professional integrity.
<div id="checkbox7Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox8" value="We manage the financial opportunities and risks of our clients throughout their lives. We do so through a close-knit working relationship and prudent, comprehensive investment strategies tailored specifically to the client.">
</td>
<td>
We manage the financial opportunities and risks of our clients throughout their lives. We do so through a close-knit working relationship and prudent, comprehensive investment strategies tailored specifically to the client.
<div id="checkbox8Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox9" value="To help our clients achieve and maintain their preferred future.">
</td>
<td>
To help our clients achieve and maintain their preferred future.
<div id="checkbox9Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
</tr>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox10" value="To provide comprehensive wealth management consulting to help our clients realize their lifetime dreams.">
</td>
<td>
To provide comprehensive wealth management consulting to help our clients realize their lifetime dreams.
<div id="checkbox10Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox11" value="To provide sound investment advice and the highest level of personal service to help our clients achieve their investment and personal goals.">
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<td>
To provide sound investment advice and the highest level of personal service to help our clients achieve their investment and personal goals.
<div id="checkbox11Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox12" value="Our mission is to build life-long client relationships built on a foundation of trust and client satisfaction. Our value is built on our experience and knowledge of financial and estate planning, investments, and financial markets. We work with our clients to formulate a comprehensive financial plan, implement that plan, and provide ongoing guidance and direction. As we help our clients accomplish their ultimate individual and family goals, our focus never wavers from what is important - you, our client.">
</td>
<td>
Our mission is to build life-long client relationships built on a foundation of trust and client satisfaction. Our value is built on our experience and knowledge of financial and estate planning, investments, and financial markets. We work with our clients to formulate a comprehensive financial plan, implement that plan, and provide ongoing guidance and direction. As we help our clients accomplish their ultimate individual and family goals, our focus never wavers from what is important - you, our client.
<div id="checkbox12Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox13" value="Our mission is to work together with our clients to help them achieve their financial goals. We will use our extensive resources to offer sound research and financial advice. We take pride in our high level of professionalism and our standard of ethics. At no time do we forget whose money and whose future is in our hands. Your trust and confidence are our guides.">
</td>
<td>
Our mission is to work together with our clients to help them achieve their financial goals. We will use our extensive resources to offer sound research and financial advice. We take pride in our high level of professionalism and our standard of ethics. At no time do we forget whose money and whose future is in our hands. Your trust and confidence are our guides.
<div id="checkbox13Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
</tr>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox14" value="Our mission: to develop and execute a comprehensive and successful investment program that addresses your short- and long-term goals in coordination with your legal and accounting advisors.">
</td>
<td>
Our mission: to develop and execute a comprehensive and successful investment program that addresses your short- and long-term goals in coordination with your legal and accounting advisors.
<div id="checkbox14Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox15" value="Our financial advisory practice is designed to help you live the one life you have in the best way you can without undue financial sacrifice or overexposure to risk.">
</td>
<td>
Our financial advisory practice is designed to help you live the one life you have in the best way you can without undue financial sacrifice or overexposure to risk.
<div id="checkbox15Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox16" value="Our mission is to combine the strength and heritage of our firm with insight, concern and experience of our team to provide clients objective, individualized advice and service that can help them define and achieve their long-term financial goals.">
</td>
<td>
Our mission is to combine the strength and heritage of our firm with insight, concern and experience of our team to provide clients objective, individualized advice and service that can help them define and achieve their long-term financial goals.
<div id="checkbox16Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
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<td> </td>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox17" value="Our mission - to create exceptional value for our clients through a deep commitment to service, to provide knowledgeable advice, sincere counsel, and ongoing consultative process that exceeds our clients' expectations.">
</td>
<td>
Our mission - to create exceptional value for our clients through a deep commitment to service, to provide knowledgeable advice, sincere counsel, and ongoing consultative process that exceeds our clients' expectations.
<div id="checkbox17Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
</tr>
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<td> </td>
</tr>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox18" value="Our mission - to assist families and family-owned businesses in building, preserving, and transferring wealth through comprehensive financial planning and portfolio management services.">
</td>
<td>
Our mission - to assist families and family-owned businesses in building, preserving, and transferring wealth through comprehensive financial planning and portfolio management services.
<div id="checkbox18Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
</tr>
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<td> </td>
</tr>
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<td valign="top">
<input type="checkbox" onclick="updateTextarea(this);if(this.checked)showLink(this.name);" name="checkbox19" value="Our team is dedicated to achieving the financial goals of our clients by understanding their needs, offering quality investment advice, and providing unparalleled service.">
</td>
<td>
Our team is dedicated to achieving the financial goals of our clients by understanding their needs, offering quality investment advice, and providing unparalleled service.
<div id="checkbox19Div" style="visibility:hidden"><a href="#textarea1">Click here to return to top</a></div>
</td>
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</form>
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<td>
<a name="Sec1RelatedResources"></a><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tr>
<td class="style27"><font size="+1"><b>Related Resources</b></font>
</td>
</tr>
</table>
<p class="style27"><font size="+1"><b>Articles / White Papers</b></font></p>
<p class="style20">
<a href="[URL unfurl="true"]http://">article[/URL] link 1</a>
<br>
<a href="[URL unfurl="true"]http://">article[/URL] link 2</a>
<br>
<br>
</p>
<p class="style27"><font size="+1"><b>Books</b></font></p>
<p class="style20">
<a href="[URL unfurl="true"]http://">book[/URL] link 1</a>
<br>
<a href="[URL unfurl="true"]http://">book[/URL] link 2</a>
<br>
<br>
</p>
<p class="style27"><font size="+1"><b>Websites</b></font></p>
<p class="style20">
<a href="[URL unfurl="true"]http://">website[/URL] link 1</a>
<br>
<a href="[URL unfurl="true"]http://">website[/URL] link 2</a>
<br>
<br>
</p>
<p class="style27"><font size="+1"><b>Quotes</b></font></p>
<p class="style20">
<a href="[URL unfurl="true"]http://">quote[/URL] link 1</a>
<br>
<a href="[URL unfurl="true"]http://">quote[/URL] link 2</a>
</p>
</td>
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</table>
</td>
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<td>
<table>
<tr>
<td>
Click the button below to end this session and save your progress
<form name="form1" method="post" action="file:///G|/[URL unfurl="true"]wwwroot/PDGApps/AppFiles/ASPFiles/OnlineTraining/PCG/Fa_Rookie/MainMenu/Thanks.asp">[/URL]
<input name="CourseID" type="hidden" id="CourseID" value="77">
<input type="submit" name="Submit" value="Save my progress.">
</form>
</td>
</tr>
<tr>
<td>
Click the button below when you have completed this section.
<form name="form1" method="post" action="file:///G|/[URL unfurl="true"]wwwroot/PDGApps/AppFiles/ASPFiles/OnlineTraining/PCG/Fa_Rookie/MainMenu/Thanks.asp">[/URL]
<input name="CourseID" type="hidden" id="CourseID" value="77">
<input type="submit" name="Submit" value="I have completed this section.">
</form>
</td>
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</table>
</td>
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<tr>
<td height="20"><div align="center" class="style1">[place footer here]</div></td>
</tr>
</table>
</td>
<td width="165">
<div align="center">
<table width="152" height="100%" border="0" align="left" cellpadding="0" cellspacing="0" hspace="0">
<tr valign="left">
<td><img src="images/login_header.gif" width="152" height="20"></td>
</tr>
<tr>
<td bgcolor="#7f97c0" height="100">
<table>
<form action="file:///G|/[URL unfurl="true"]wwwroot/PDGApps/AppFiles/ASPFiles/OnlineTraining/PCG/Fa_Rookie/PMLogin.asp?UT=F"[/URL] method="POST" name="LoginForm" id="LoginForm" onSubmit="MM_validateForm('Anumber','','R');return document.MM_returnValue">
<tr>
<td align="center" class="BodyTxt">
<span class="style24">Enter your login:</span>
<%If strErrorMsg = "" Then %>
<!-- Set Session Variable - Anumber equal to entered value-->
<input name="Anumber" type="text" class="TextField" value="" size="20" maxlength="7" onBlur="this.value=validated(this.value)">
<%Else
Response.Write strErrorMsg
End if %>
</td>
<tr>
<td align="center">
<input name="Submit" type="submit" class="Button" value="Enter">
</td>
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<td align="center" class="style27"><p><span class="BodyTxt "> <span class="style28">Having trouble logging in?</span> </span><a href="PMInstructions.htm" class="style25">Click Here</a></p></td>
</tr>
</form>
</table>
</td>
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<td> </td>
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<td><img src="images/mm_header.gif" width="152" height="20"></td>
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<td bgcolor="#7f97c0"><table>
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<td align="center"><p><img src="images/Multimedia_1.jpg" width="120" height="78" border="1">
<span class="style27"><font color="#FFFFFF" class="style8">Building Your Business with PracticeMAX</font><br>
<a href="[URL unfurl="true"]http://"[/URL] class="style25">Click here to View</a>
</span><br>
<br>
<img src="images/Multimedia_2.jpg" width="120" height="78" border="1">
<span class="style24"><font color="#FFFFFF">FAs Discuss DMA<br>
Best Practices</font></span><span class="style27"></span><span class="style27"><br>
<a href="[URL unfurl="true"]http://"[/URL] class="style25">Click here to View</a></span>
<br>
<br>
<img src="images/Multimedia_3.jpg" width="120" height="78" border="1">
<span class="style27"><font color="#FFFFFF" class="style8">Why Envision?<br>
</font><a href="[URL unfurl="true"]http://"[/URL] class="style25">Click here to View</a><br>
<br>
</span></p> </td> </tr>
</table>
</table>
</body>
</html>