Launch Pad
A Turnkey Training Solution for Your Entire Team
Course Breakdown
Lesson 1: Make Heckmann Financial Training Your Team's Trainer
An introduction to the HFT site and instructions on how to help your team get the most out of the program.
Team Training Coordinators
Advisors
Lesson Materials
Team Training Coordinators
Video Content:
- “Make Heckmann Financial Training Your Team’s Trainer”
Advisors
Video Content:
- “Make Heckmann Financial Training Your Team’s Trainer”
- “Preview: Advisor Introduction Meeting Language”
Lesson Materials
- Get The Most From Heckmann Yoda Training
- Business Flow Chart – Sales Cycle
- Heckmann Capabilities Deck
- Introduction Meeting Case Note Template
- Intro Meeting – Follow Up Email
- Learning Checklist for Training Champions
- Core Essentials Road Map
- Heckmann Advisor Observation Feedback Template