This training will cover how to prospect, educate, sell, and onboard new leaders. Be prepared to takes notes – LOTS of notes.
You must pay when you register to save your spot!
*** NO REFUNDS ***
When you pay, it is recorded. We will send you your ticket and wrist band, you must have these to attend and pick up your material.
Call Bob with any questions at: (801) 568-0614
Lunch will be provided.
Product Providers and Money Managers will be speaking.
The Advisory manual will have:
• Why Advisory Services
• The Power of Putting A Financial Plan Together (first and second presentation, data gathering, risk scale)
• Money Basics
• Insurance Basics
• Investment Vehicles
• Tax Code Basics
• Retirement Options, ie., 401(k), 403(b), IRA, Roth IRA
• Scripts (making contacts, getting referral’s)
• Building Your Team and Your Assets
Note: There will be NO CE credits.
Johns Creek Hotels