Seminar and Sales Success Kit

From initial prospecting to client onboarding, access all of the collateral an Advisor needs. Includes intake forms, contact documents, pre-event scripts, follow up scripts and more!  *Members get 50% OFF!* Included Documents: Appointment Setting Questions Canceled Appointment Letter Didn’t Set Appointment Follow up letter General Financial Services Outline General Meeting FAQ Live Event Evaluation Form (General Financial) Post Event Procedures Pre Event Letter SCRIPT - Post Event DID NOT Schedule an Appointment SCRIPT - Post Event Follow Up SCRIPT - Post Event Scheduled Appointment SCRIPT - Second Appointment SCRIPT - Confirm Call Pre Event Package SCRIPT - Day Before Live Event Calls SCRIPT - Pre Event Qualifying Seminar Pre Event Procedures BONUS Material: Annuity Guide Retirement Income Plan Risks White Paper Convert Leads to Customers White Paper Presenting & Winning