U.S. federal trademark · Serial No. 99298393
Online non-downloadable computer software in the field of financial advisory services for use in coaching financial advisors; online non-downloadable computer software in the field of financial advisory services for use in coaching financial advisors through a structured action planning process via documenting achievements, identifying challenges, aligning current efforts with goals, specifying online content, action steps, tracking progress against milestones, tracking key performance indicators, offering self-assessment and development prompts
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