Programs
Our Signature Programs
MDRT-COT-TOT Academy
MDRT Success Formula®
#1 Ultimate Blueprint for achieving MDRT
More than just a course, MDRT Success Formula® is your step-by-step blueprint for generating targeted leads, getting qualified appointments, closing more cases and reaching MDRT fast. Learn our proprietary strategies, refined over years of real-world experience, and join the ranks of successful advisors who have consistently achieved their goals.
Industry Superstars 2.0®
The Proven Strategy For Achieving COT-TOT
Learn powerful frameworks to find high-net-worth clients, generate qualified appointments, and close bigger cases to hit your COT-TOT goals every month consistently, without burnout or sacrificing family time, and join the ranks of the top 1% in the financial services industry. Join the inner circle and master the skills for long-term success and consistent results.
Recruitment On Demand®
#1 Ultimate Blueprint For Recruiting And Building A Team of Top Producers
Recruitment on demand R.O.D. System is one of our signature programs for recruiting and building a team of top producers. Learn how to generate targeted leads, get qualified candidates, conduct and qualify within 15 minutes with a transformational interview procedure, and identify top performers in the interview in less than 2 minutes through our proprietary system.
Transformational Leadership 2.0®
To elevate leadership skills and foster high-performing teams
Transformational Leadership 2.0 is our signature program for visionary leaders ready to drive change and scale their business. Gain actionable strategies, and cutting-edge tools, to elevate your leadership skills and build high-performing teams. Learn to inspire and foster an innovative culture. Unlock your full potential and create a lasting impact. Transform your leadership journey today!
Done For You: For Financial Advisors
Fully Integrated Business: Automated Funnels For Lead Generation, Appointments & Recruitment Funnel
We build customized websites fully integrated with social media and custom-built funnels for the Financial Advisory business.
The Integrated funnel includes:
➡︎ Branding & Positioning.
➡︎ Solutions provided.
➡︎ Free resource funnels to generate leads.
➡︎ CRM database for email marketing.
➡︎ Automated email sequence for funnels.
➡︎ Automated calendar for appointments.
Done For You: For Branches, Agencies and Units
YOUR BUSINESS IN A BOX SYSTEM
We build an ALL-IN-ONE-PLACE Integrated Business System Website as above, along with our Signature Course:
MDRT Success Formula®:
The #1 Ultimate Blueprint for achieving MDRT - An Implementation Course.
Including Course Material to Master 7 Core SKILLS for your Financial Advisors:
➡︎ Step-by-Step Procedures
➡︎ Templates & checklists
➡︎ Instruction documents to implement
➡︎ Step-by-step video coaching to implement
➡︎ Customized activity progress monitoring dashboard for advisors
[You can give access to this IMPLEMENTATION COURSE to ALL Financial Advisors in your team, agency or branch]
Get Your Free eBook!
7 Steps To Build A Profitable Business
Download the Bulletproof Plan that Shows You Exactly How To Become A Sought After Expert, Scale Your Financial Advisory Practice To The Next Level and Create Financial & Personal Freedom, Without Trading Time For Money
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* This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc. The sales figures stated on this landing page and discussed in this training are our personal sales figures and in some cases the sales figures of previous or existing clients. Please understand these results are not typical. We’re not implying you’ll duplicate these results (or that you'll do anything or take any action that will produce any result for that matter). The average person who buys “how to” information gets little to no results - and in most cases, does little to nothing with what they buy. We’re using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT ATTEND THIS TRAINING .
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