About this course
This course will guide you through the 6 step certification process.
Step 1: Introduction to the course.
Step 2: Company Intro
Step 3: Dream Map
Step 4: ABC/123
Step 5: Term and Invest the Rest
Step 6: Client Application
You must be proficient in these 6 steps so you can
build confidence as a Financial Advisor and create
a brokerage where everyone is on the same page.
The system works, let it work for you
The introduction to the certification course will give you a breakdown of the whole course
This lesson will explain to you how to present the short company introduction
This is the critical information gathering process so you can get the information you need to help your client
This is an exercise you do with the client so they have a good feel for what we do and allows them to make there own decisions and we just go with the clients need
Let us show the client the options they have is they have a term policy and want to invest the rest