Course curriculum

  • 1

    Welcome to the course!

    • Message from Instructor

    • Efficient Success Explained

    • 2020 Inspiration Conversation PowerPoint.pdf

    • Fact Finder

    • Beverage Menu
  • 2

    Evaluate

    • Evaluate

    • Evaluate Process Overview Video

    • Client Folder Documents - 1st Appointment. The items listed should be included in a 1st Appointment Client folder.

    • Appointment Card

    • First Appointment Client Information Sheet

    • 1 st Appointment Process

    • Inspiration Conversation Letter Template

    • Evaluate - 1st Appointment Dictation Guide

    • Personal Preference Sheet Example

    • Daily welcome sign example

    • Beverage Menu

    • On boarding & Closing Client Documents & Process

    • Inspiration Conversation Video Lesson - Part 1

    • Inspiration Conversation Video Lesson - Part 2

    • Inspiration Conversation Video Lesson - Part 3

    • 1st Appointment Cheat Sheet

    • Appointment/Meeting Timeline

  • 3

    Investigate

    • Investigate

    • Investigate - 2nd Appointment Process

    • Investigate - 2nd Appointment Dictation Guide

    • Financial document checklist

    • FINANCIAL PORTFOLIO & RETIREMENT INCOME PLAN REQUESTED DOCS

  • 4

    Educate

    • Educate

    • Standard Deviation and Expectations

    • Educate - 3rd Appointment Process

    • Educate - 3rd Appointment - Dictation Guide
  • 5

    Activate

    • Activate

    • 4th Appointment Process

  • 6

    Annuity

    • Anniversary Appointment Process

    • Annuity Questionnaire
  • 7

    Life Insurance

    • Life Insurance Questionnaire