The Advisor Authority

COURSE INTRODUCTION

CFP CE EXPLAINER VIDEO

MODULE 1: Elevating Your Game

Module 1: Download PowerPoint Slides

Module 1: Download Audio

Module 1: Download Transcript

Module 1 Worksheet: Designing Your Target Market Exercise

Module 1 Worksheet: Setting Your Account Minimum Exercise

MODULE 2: The Approach Talk

Module 2: Download PowerPoint Slides

Module 2: Download Audio

Module 2: Download Transcript

Module 2 Worksheet: TV Monitor and Drink Menu Resource

Module 2 Worksheet: Founder's Video Script Resource

Module 2 Worksheet: Erin's Founder's Video Transcript Example

Module 2 Worksheet: Founder Video Example Links

MODULE 3: Use Disturbing Tracts – How to Get Your Prospect to “Yes”

Module 3: Download PowerPoint Slides

Module 3: Download Audio

Module 3: Download Transcript

Module 3 Worksheet: 22 Risk List Resource

Module 3 Worksheet: Sample Pre-Nup Provision Language

MODULE 4: The Effective Approach Talk that Gets Prospects to Say “YES”

Module 4: Download PowerPoint Slides

Module 4: Download Audio

Module 4: Download Transcript

Module 4 Worksheet: Chapter 5, 6 & 7 Of The Big Retirement Risk Book

Module 4 Resource: The Steps Of Our Process

MODULES 5 & 6: Articulating How You Get Paid & Charging Planning Fees

Modules 5 & 6: Download PowerPoint Slides

Modules 5 & 6: Download Audio

Modules 5 & 6: Download Transcript

Modules 5 & 6 Worksheet: The ‘Three Ways We Are Compensated’ Script

Module 5 & 6 Worksheet: List of Items Needed For Financial Planning

Module 5 & 6 Resource: Planning Client Engagement Sample

Module 5 & 6 Resource: Planning Client Schedule A Sample

Module 5 & 6 Resource: Financial Plan Sample