200 Level Learning:
Everything You Need to Build, Grow, and Scale Your Team
Course Breakdown
201: Implement a Failproof Follow Through System for Your Team - Inbox Zero
Implement a failsafe follow through system so your team never forgets anything and nothing falls through the cracks.
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- “Introduction to Inbox Zero”
- “Inbox Zero Discussion Session”
Back Office
Video Content:
- “Introduction to Inbox Zero”
- “Inbox Zero Discussion Session”
Lesson Materials
- Inbox Zero
202: Client Onboarding Meeting
Provide a white glove onboarding experience so your clients know they hired a good one.
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- “Onboarding Checklist, Meeting Follow-Up, and Advisor Desktop Onboarding Workflow”
- “Onboarding Meeting Language”
- “Onboarding Meeting Discussion Session”
Back Office
Video Content:
- “Onboarding Checklist, Meeting Follow-Up, and Advisor Desktop Onboarding Workflow”
- “Onboarding Meeting Prep”
- “Onboarding Meeting Discussion Session”
Lesson Materials
- Welcome Aboard and Next Steps Email
- Sample email – sending client external onboarding checklist post IOB
- Sample email – requesting onboarding documents from client post EOB
- Onboarding Client Checklist – Doe – internal
- Onboarding Client Checklist – Doe – external
- Onboarding Client Checklist – BLANK TEMPLATE
- Doe – Current Picture 11-08-23
- Tax Loss by Lot
203: Client Transition Meeting
Help your clients make the right decisions about reorganizing their wealth picture.
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- “Client Transition Meeting Language”
- “Client Transition Plan Discussion Session”
Back Office
Video Content:
- “Client Transition Meeting Prep”
- “Client Transition Plan Discussion Session”
Lesson Materials
- Back Office Transisiton Plan Prep
- Back Office Transisiton Plan Prep – Excel
- Blueprint
- Current Picture
- Business Flowchart 4-24
- Life Plan – NW Pages
- Reorganized Life Plan – NW Pages
- TW Picture
204: Hire and Develop a Team of Ideal Team Players
Revolutionize your team culture by hiring only ideal team players and eliminate workplace drama and conflict.
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- “Hiring Ideal Team Players”
- “Hiring Ideal Team Players Discussion Session”
Back Office
Video Content:
- “Hiring Ideal Team Players”
- “Hiring Ideal Team Players Discussion Session”
Lesson Materials
- Core Values (full descriptions) – Heckmann
- Core Values (short)- Heckmann
- Chief of Staff Job Description
- EOS_Tools_People_Analyzer
- Heckmann Right Culture Fit Interview Notes Template
- Heckmann Right Culture Fit Interview Questions Only
- Initial Screening Questions
205: Role of Life Insurance in Financial Independence Planning - Non-Equity Diversification
The role of life insurance is different in financial independence planning: find out how!
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- “Non-Equity Diversification Language”
- “Non-Equity Diversification Discussion Session”
Back Office
Video Content:
- “Non-Equity Diversification Prep”
- “Non-Equity Diversification Discussion Session”
Lesson Materials
- All Base WLP Illustration ($4.8M)
- Time Weighted Picture
- CCV
- Choose More Reward, Less Risk Without Gold
- Current Picture
- Life Plan
- Max Funded SWLP Illustration ($3.2M)
- Non-Equity Diversification Strategies
- Time Weighted Asset Allocation
- Non-Equity Diversification Strategies EXCEL
206: Include Annuities in Your Non-Equity Diversification Discussion
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- “Annuities Discussion Language”
- “Annuities Discussion Session”
Back Office
Video Content:
- “Annuities Discussion Prep”
- “Annuities Discussion Session”
Lesson Materials
- Smith, John & Mary – Current Picture 9-18-24
- Smith, John & Mary – DIA IRA Illustration 9-24-24
- Smith, John & Mary – Life Plan 9-18-24
- Smith, John & Mary – Non-Equity Diversification Strategies rev 10-1-24
- Smith, John & Mary – Non-Equity Diversification Strategies rev 10-1-24
- Smith, John & Mary – PDIA IRA Illustration 9-24-24
- Smith, John & Mary – Proposed Life Plan 9-18-24
- Smith, John & Mary – Time Weighted Picture 9-18-24
- Smith, John & Mary – TW AA Calculator (Current)
- Smith, John & Mary – TW AA Calculator (Proposed)
- 3 – HF Quilt 10-16-24
- 4 – Retirement Income Distribution Planning – 10-16-24
- Non-Equity Diversification with Income Annuities
207: Make Prospecting Comfortable for Your Clients
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Full Session: Feedback Meeting Language
- Language Review by Topic
Back Office
No Back Office Learning for this Topic.
Lesson Materials
- Prospecting Process
- Client Feedback Meeting – Advisor Language
- Intake Objectives – Advisor Language
- Tee Up the Feedback Meeting – Advisor Language
- Feedback Meeting Thank You Note Template
- Feedback Meeting Follow-Up with Email Intro
- Heckmann Financial Sales Cycle
- Heckmann Financial Services
- Clone Your Best Clients PPT
208: Capture Revenue Even Without AUM to Manage
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language: Capture Revenue with Every Client
Back Office
No Back Office Learning for this Topic.
Lesson Materials
- 3 Layers of Comprehensive Planning Doc
- Capture Revenue Without AUM to Manage PPT
209: Master the Legacy Vision Conversation
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language: Legacy Vision Conversation
Back Office
No Back Office Learning for this Topic.
Lesson Materials
- Legacy Resources
- Mastering the Legacy Vision Conversation
210: Heckmann Financials' Client Communications Strategy
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language: Client Communications
Back Office
Video Content:
- Back Office Learning: Client Communications
Lesson Materials
No Lesson Materials for this lesson.
211: Solidify Your Client Relationships with Each Life Changing Event
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language: Client Communications
Back Office
No Back Office Learning for this Topic.
Lesson Materials
- Retirement Checklist – Final
- Solidify Client Relationships PowerPoint – Final
212: How to Build Your Cash Refill System and Think Through Cash Planning
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language
Back Office
Video Content:
- Back Office Learning
Lesson Materials
- Detailed Faucets
- Build Your Cash Refill System PowerPoint
213: How to Transition from Non-Fee Based Planning to a Fee Based Planning Model
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language: Fee-Based Planning
Back Office
No Back Office Learning for this lesson.
Lesson Materials
- How to Use Fee-Based Planning to do Business with Anyone
- CEO Pricing Calculator
214: How to Connect Investor Performance to the Real World
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language: Performance Review
Back Office
Video Content:
- Review of Performance Update Prep
Lesson Materials
- Connecting Investor Performance to the Real World
215: Walking Through Essential Outcomes for Retention Cycle Touchpoints Pt 1 & 2
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language
Back Office
No Back Office Learning this lesson.
Lesson Materials
- Essential Outcomes for Retention Cycle Meetings
216: The Power of Gladiator Conversations
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language
Back Office
No Back Office Learning this lesson.
Lesson Materials
- The Power of Gladiator Conversations PowerPoint
217: The Power of Gladiator Conversations
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language
Back Office
Video Content:
- How to Create LTA Illustrations
Lesson Materials
- Doe, John – LTA Illustration
218: Secure Client Subscription Renewals for Planning in the LPU
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language
Back Office
No Back Office Learning for this lesson.
Lesson Materials
- Life Plan Update Agenda
- Planning Calendar Example (36 months)
219: Get Case Opens Using a Cash Flow Visual
Advisors
Back Office
Lesson Materials
Advisors
Video Content:
- Advisor Language
Back Office
No Back Office Learning for this lesson.
Lesson Materials
- Get Case Opens Using a Cash Flow Visual – Final