The Advisor Authority

Elite Team Member Training

MODULE 1: What Makes An Advisor Tick & 1A Defining Support Roles

Module 1: Erin Botsford Introduces Jennifer Cox Mann

Module 1: Download PowerPoint Slides

Module 1: Download Audio

Module 1: Download Transcript

Module 1 Worksheet: Your Most Important Role

Module 1 Worksheet: Final Onboarding Process Sample

Module 1 Worksheet: Welcome TV Monitor Example

Module 1 Worksheet: Client Email Template Sample

Module 1 Worksheet: Client Meeting Follow Up Email Sample

Module 1 Worksheet: “Let’s Get Organized” Binder Cover Letter

Module 1 Worksheet: Sales Pipeline Template

Module 1 Worksheet: Steps of Our Process Sample

Module 1 Worksheet: Sample Planning Call Questionnaire

Module 1 Worksheet: Visions & Values Checklist

Module 1 Worksheet: Investment Collaboration Template

Module 1 Worksheet: Estate Planning Review Checklist

Module 1 Worksheet: Estate Planning Review Sample Questions

Module 1 Worksheet: Planning Client Engagement Sample

MODULE 2: Getting to Know You – The King and I Story

Module 2: Download PowerPoint Slides

Module 2: Download Audio

Module 2: Download Transcript

Module 2 Worksheet: Champagne Gift Bottle Examples

Module 2 Worksheet: Capability Deck Example

Module 2 Worksheet: Download Meeting Sample Template

MODULE 3: Helping your Financial Advisor Prepare for Meetings

Module 3: Download PowerPoint Slides

Module 3: Download Audio

Module 3: Download Transcript

Module 3 Worksheet: Expectations of Engagement Sample

Module 3 Worksheet: Agenda Samples - Advisor Copy

Module 3 Worksheet: Agenda Samples - Client Copy

Module 3 Worksheet: Meeting Topic Ideas

Module 3 Worksheet: Recommendations Worksheet Sample #1

Module 3 Worksheet: Recommendations Worksheet Sample #2

Module 3 Worksheet: Recommendations Worksheet Sample #3

Module 3 Worksheet: Botsford Drink Menu Sample

MODULE 4: Be the Most Organized and Efficient Assistant You Can Be!

Module 4: Download PowerPoint Slides

Module 4: Download Audio

Module 4: Download Transcript

Module 4 Worksheet: Task List Example

BONUS MODULE: Rules of the Road

Bonus Module: Download PowerPoint Slides

Bonus Module: Download Audio

Bonus Module: Download Transcript