A group training series of eight one-hour calls to help the advisor let go of all the calls and the relationship manager to work the client base and overcome objections.
The Virtual Scheduler
A virtual scheduling solution to build a consistent stream of appointments by outsourcing your scheduling to us.
The Pipeline Generator
COMING SOON! An online gateway for financial practices looking for a systematic way to uncover opportunities within their client base, hire the right relationship manager, delegate all scheduling, and growing their revenue one appointment at a time.
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