Course curriculum

  1. 1

    • The Process of Handing off Clients

    • 3 Things to Overcome Before Hiring
  2. 2

    • Before Interviewing

    • The Interview Process
  3. 3

    • Step 1: System and Operations

    • Step 2: Vision & Values

    • Step 3: Quarterly Vitals

    • Step 4: Financial Planning Philosophies

    • Step 5: Shadowing Meetings

    • Step 6: Every Follow Up

    • Step 7: Reverse Shadowing

    • Step 8: Client Review Process

    • Step 9: 12 Month Independent Meeting

    • Step 10: Ongoing Promotion
  4. 4

    • Handling Handoff Objections

    • Language for Handling Objections w/ Handoff (Role Play)

    • Three Biggest Issues w/ a Handoff