12 Week Fast Track HECM Toolbox Sales System
Module 3: Partnering with Top Tier Financial Advisors - Lesson One and Two
We reviewed the financial advisor partner system, covering influencer call scripts and scheduling the exploratory call with financial advisors.
Tasks to complete from this Lesson
- 1Create a list of 25 or more Influencers.
- 2Write and practice the Influencer call to ask for one special person.
- 3Write and practice setting the Exploratory call with financial advisors
- 4Time block your calendar with Influencer calls on Monday and Exploratory calls on Tuesday and Wednesday. Block Solutions meetings on Thursday and Friday.
Module 3 Resources Lesson One and Two
Referral Partner Tracking Sheet
Use the tracking sheet to track your 8X8 calls when the introduction by the Influencer was not done by email or text. We will use the additional fields in later lessons.
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Q&A/AMA Call Recording Module 3 Lesson One and Two
Module 3: Partnering with Top Tier Financial Advisors
Lesson Three Performing the Exploratory Call
Tasks to complete from this Lesson
- 1Book and perform Exploratory calls.
- 2Keep calling influencers and getting introduced to financial advisors.
- 3Practice Exploratory calls and scripts
Q&A/AMA Call Recording Module 3 Lesson Three
Module 3: Partnering with Top Tier Financial Advisors - Lesson Four
Tasks to complete from this Lesson
- 1Develop and perform Solutions Meetings.
- 2Keep calling influencers and getting introduced to financial advisors.
- 3Practice Exploratory calls and scripts
Q&A/AMA Call Recording Module 3 Lesson Four
Module 3 Lesson Five: Partnering with Top Tier Financial Advisors in the First 100 Days
Module 3 Resources Lesson Five
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