Click the button below to view the Target Strategy Investment Proposal document that goes along with this interview.
1-24-2019 RCS Agent Webinar
12-20-2018 RCS Agent Webinar
12-6-2018 Advisor Call Recording
Did you miss the call? Do you want to hear it again? Download the recording below.
Now that you’ve established trust and value with your class attendees, what’s next? Join Patrick Lynch as he examines the client appointment process. He’ll give you the tools and knowledge to help you increase your closing percentage. Bring your questions, we’ll have a Q & A at the end of the webinar.
Topics to be covered:
- First and second appointment do’s and don’ts
- Using Riskalyze to your advantage, getting to the next appointment
- Communication that Patrick is currently using… and having great success!
- LTC (the achilles of most plans), and how to position the right product
- Gearing up for January classes and beyond (suggested dates for the 1st quarter and what results we’ve seen)