Course Catalog

Classroom Training Curriculum Month 1
Classroom Training Curriculum Month 10
Classroom Training Curriculum Month 11
Classroom Training Curriculum Month 12
Classroom Training Curriculum Month 13
Classroom Training Curriculum Month 14
Classroom Training Curriculum Month 15
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Classroom Training Curriculum Month 18
Classroom Training Curriculum Month 19
Classroom Training Curriculum Month 2
Classroom Training Curriculum Month 20
Classroom Training Curriculum Month 21
Classroom Training Curriculum Month 22
Classroom Training Curriculum Month 23
Classroom Training Curriculum Month 24
Classroom Training Curriculum Month 3
Classroom Training Curriculum Month 4
Classroom Training Curriculum Month 5
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Classroom Training Curriculum Month 7
Classroom Training Curriculum Month 8
Classroom Training Curriculum Month 9

Advisor Phoning Strategies to Master Handling Objections
Anticipating and Delivering What Clients Want
Boost Prospecting Success and Overcome Referral Obstacles
Building Mental Toughness and Insights for New Advisors
Closing: Mastering Case Preparation and the Power of Agendas
Empowering Solutions: Closing with Conviction and Belief
Empowering Your Clients with Simple Money Saving Strategies
Helping Clients Build Better Habits: Being a Financial Specialist
Keep Recommendations Simple & Leverage Financial Comparisons
Leveraging LinkedIn and Social Media for Prospecting Opportunities
Leveraging Presentation Skills to Move Clients to Action
Master Personal Observations and Uncover the New Wave of Prospecting
Mastering the Art of Connecting Through Your Approach Language
Mental Toughness and Staying Positive in this Career
Mindset for Ferocious Prospecting & Asking for Referrals
Navigating Consumer Mindsets to Build Trust and Relationships
Phoning Strategies and Language for Booking Meetings
Prospecting Outreach Best Practices: Beyond Phoning
Questioning Techniques to Make Connection & Uncover Their "Why"
Skills & Techniques to Become a Better Active Listener
Social Media Prospecting Strategies
Strategies and Language for Overcoming Prospecting Objections
Strategies for Prospecting Up with Your Clients
Telephoning Mindset and Strategies Around Your Phoning Approach
Ways to Create Connection & Increase Your Value Proposition

Activity Management
Clientbuilding
General
Marketing

Advanced Planning
Disability Insurance
Life Insurance
Long Term Care
Retirement Planning

Closing
Factfinding
Prospecting
Sales Psychology
Telephoning

Building a Solid Referral Practice
DAD: My Formula for Success
Developing Daily Discipline
Factfinding for Life Insurance
Factfinding: Uncovering Opportunities & Finding the Money
From Motivation to Inspiration
How to Connect More Deeply and Emotionally Through Storytelling
Overcoming Prospecting Objections & Positioning the Life Insurance Need
Powerful Phoning Habits & High Impact Language
Sales Cycle Power Phrases
Sales Cycle Power Phrases & the Need vs. Greed Sale
Social Intelligence and Mastering the Approach
Social Media Linkedin
Steps to a Fearless Referral Conversation
Telephoning Masters
Time Maximization Techniques to Increase Productivity
Understanding and Determining Human Life Value
Using Your Purpose to Communicate Conviction