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Release Date
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Learn To:
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Advisor Language and Learning
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Back Office Learning
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Execution Resources
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Lesson 1
Available Now!
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Attract high net worth clients using a methodology they’ve never heard before and give clients the peace of mind they need to enjoy their wealth.
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- How to Use the Video learning
- Intro Meeting Language
- Vision (Discovery) Meeting Language
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- Sending the Follow Up Message
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- Intro Meeting: Follow Up Summary Email
- Capabilities Deck
- Discovery Meeting: Follow Up Summary Email
- Financial Efficiency Screening
- Business Flow Chart
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Lesson 2
Available Now!
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Help
your clients define a vision for taking control of their most valuable asset –
their time, and introduce the concept of “Legacy” in a way that resonates with wealthy clients.
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- Initial Life Plan Meetings:
- Meeting 1 & Meeting 2
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- Meeting Agenda Prep
- Life Plan PX Prep
- Life Plan Reorganize PX Prep
- Time Weighted™ Picture PX Prep
- Time Weighted Asset Allocation™ PDF Prep
- Current Picture PX Prep
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- Time Weighted™ Concept
- Time Weighted Asset Allocation™ Spreadsheet
- Quilt
- Detailed Faucets
- Agenda Template
- Business Flow Chart
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Lesson 3
Available Now!
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Create
$500k-plus of tangible value for your prospects by showing them how to reduce
the erosive impact of taxes over their lifetime.
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- Decision Meeting:
Guide, Guru, Gladiator
- Blueprint
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- Blueprint Spreadsheet
- Blueprint PowerPoint
- Business Flow Chart
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Lesson 4
Available Now!
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Implement
a failsafe follow through system so your team never forgets anything and
nothing falls through the cracks.
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- Fail-Safe Follow Through System – Inbox Zero
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- Fail-Safe Follow Through System – Inbox Zero
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Lesson 5
Available Now!
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Provide
a white glove onboarding experience so your clients know they hired a good one.
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- Onboarding Meeting Language
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- Onboarding Meeting Prep
- Onboarding Meeting Checklist
- Onboarding Meeting Follow up
- Use Onboarding Advisor Desktop Workflows: (Operations and Advisor Interaction)
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- Business Flow Chart
- Onboarding Checklist
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Lesson 6
Available Now!
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Help
your clients make the right decisions about re-organizing their wealth picture.
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- Transition Meeting Language
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Lesson 7
Available Now!
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Revolutionize
your team culture by hiring only ideal team players and eliminate workplace
drama and conflict.
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- Ideal Team Player (ITP):
Hiring
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- Indeed
- Ideal Team Player Hiring/Interviewing
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Lesson 8
Available Now!
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The role of life insurance is different in financial independence planning: find out how!
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- Risk Management:
Non-Equity diversification (LI)
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- Non-Equity Diversification PDF Prep
- LI Illustration Prep
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- Non-Equity Diversification Spreadsheet
- Business Flow Chart
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Lesson 9
Available Now!
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Avoid
having to play defense in performance reviews by changing your approach to the
performance conversation.
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- Client Retention Cycle/Systems Review Meeting
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- NMCIR Prep
- CCV Prep
- Insurance IFL’s
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- Business Flow Chart
- Advisor Meeting Prep Checklist
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Lesson 10
Available Now!
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Turn
your annual reviews into an opportunity to remind your clients why they love
your firm and the value you provide.
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- Client Retention/Life Plan Update – Annual Review Meeting
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- Client Information Request
- Life Plan Update PX Prep
- Time Weighted™ Picture Update Prep
- Time Weighted Asset Allocation™ PDF Prep
- Current Picture PX Update Prep
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- Business Flow Chart
- Advisor Meeting Prep Checklist
- Client Meeting Agenda
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Lesson 11
17-Oct-24
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Include annuities in your non-equity diversification discussion.
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- Annuities in a low interest rate environment
- Annuities in a high interest rate environment
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- Annuities in a low interest rate environment
- Annuities in a high interest rate environment
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- Non-Equity Diversification Spreadsheet
- Business Flow Chart
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Lesson 12
21-Nov-24
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Teach your team how to make our website your trainer.
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