OUR 7 STEP PLAN
OUR 7 STEP PLAN
Transitioning Clients
· Announcement video/email
· Client Review Meetings
Learning and Integrating the Sales Process
· Weekly Sales Process coaching calls
· Quarterly Sales Academy training in FL
Integration of Marketing Systems
· Strategic Marketing Game Plan
· Monthly tactical marketing calls
· Requested implementation/training calls
· Drip marketing campaigns
· Workshops/Webinars
Practice Management/Operations
· Strategic staff analysis
· Weekly coaching calls for staff
· Quarterly Training for staff in FL
Technology Upgrades
· CRM/Workflows
· CopyTalk/voice dictation
· Online business metrics
· Calendly appointment scheduling
Marketing Available
· Logo/Branding Package
· Shockwave Folders
· Branded Reports
· Drip Marketing/iContact
· Firelight e-app Integration
· Online business metrics
JOIN THE WINNING TEAM
JOIN THE
WINNING TEAM
With the best coaches, an unbeatable game plan, and our ongoing record of consecutive wins, we’re rapidly building the industry’s first and only championship dynasty for financial advisors. Join us!
