1. INTRODUCTION – Watch First (4 videos)

    2. ADVISOR CURRENT STATE OF BUSINESS QUIZ

    3. ELITE ADVISOR BUSINESS CATEGORY ASSESSMENT

    4. Erin's 1st Book for Retail - THE BIG RETIREMENT RISK

    5. Book for Advisors - SEVEN FIGURE FIRM 2nd Edition

    6. SUCCESS SYSTEM SYLLABUS

    7. 6-MONTH TRAINING AGENDA

    1. Elite Mindset- Module 3 Worksheet: What Is The Purpose of Your Life Exercise

    2. Elite Mindset-Module 3 Worksheet: Write Your Own Eulogy

    3. Elite Mindset-Module 3 Worksheet: Who Is Important to You Exercise

    4. Elite Mindset-Module 3 Worksheet: What Is Important to You Exercise

    5. Elite Mindset-Module 3 Worksheet: "Perfect World" Allocation Exercise

    6. Elite Mindset-Module 3 Worksheet: Creating Your Personal "Wheel of Life" Exercise

    7. Elite Mindset-Module 4 Worksheet: What Do You Want From Your Business Exercise

    8. Elite Mindset-Module 4 Worksheet: Record Your Daily Business Activities Exercise

    9. Elite Mindset-Module 4 Worksheet: Evaluating Your Daily Business Exercise

    10. Elite Mindset-Module 4 Worksheet: Where Are You Now? & What Are Your 3-Year Goals?

    11. Secret Sauce-Module 1 Worksheet: Designing Your Target Market Exercise

    12. Secret Sauce-Module 1 Worksheet: Setting Your Account Minimum Exercise

    13. Secret Sauce-Module 2 Worksheet: TV Monitor and Drink Menu Resource

    14. Secret Sauce-Module 2 Worksheet: Founder's Video Script Resource

    15. Secret Sauce-Module 2 Worksheet: Erin's Founder's Video Transcript Example

    16. Secret Sauce-Module 2 Worksheet: Founder Video Example Links

    17. Secret Sauce-Module 3 Worksheet: 22 Risk List Resource

    18. Secret Sauce-Module 3 Worksheet: Sample Pre-Nup Provision Language

    19. Secret Sauce-Module 4 Worksheet: Chapter 5, 6 & 7 Of The Big Retirement Risk Book

    20. Secret Sauce-Module 4 Revised 2021: The Steps Of Our Process

    21. Secret Sauce-Modules 5 & 6 Worksheet: The ‘Three Ways We Are Compensated’ Script

    22. Secret Sauce-Module 5 & 6 Worksheet: List of Items Needed For Financial Planning

    23. Secret Sauce-Modules 5 & 6 Resource: Planning Client Engagement Sample

    24. Secret Sauce-Modules 5 & 6 Resource: Planning Client Schedule A Sample

    25. Secret Sauce-Module 5 & 6 Resource: Financial Plan Sample

    26. Secret Sauce-Module 7 Resource: Rules of Engagement - Revised

    27. Secret Sauce-Module 7 Worksheet: Setting Your "Rules of Engagement" - Original

    28. Secret Sauce-Module 7 Worksheet: Investment Goals Evaluator™ Worksheet

    29. Secret Sauce-Module 7 Worksheet: Vision & Values Conversation Checklist

    30. Secret Sauce-Module 7 Worksheet: Sam & Sara Sample Estate Review

    31. Secret Sauce-Module 7 Worksheet: Estate Planning Review Checklist

    32. Secret Sauce-Module 7 Worksheet: Planning Client Engagement Sample

    33. Secret Sauce-Module 7 Worksheet: Attorney Letter Sample 1

    34. Secret Sauce-Module 7 Worksheet: Attorney Letter Sample 2

    35. Secret Sauce-Module 7 Worksheet: Hold Harmless Template

    36. Secret Sauce-Bonus Worksheet: 13-Step Initial 'Approach Talk' Outline

    37. Secret Sauce-Bonus Resource: Erin's Estate Plan Drawings

    38. Secret Sauce-CANVA VISUAL PLANNING TOOL

    39. Prospecting & Marketing-Module 1 Worksheet: Define Your Prospect Exercise

    40. Prospecting & Marketing-Module 1 Worksheet: The Hunter and Closer Exercise

    41. Prospecting & Marketing-Module 2 Worksheet: Friends, Family, and Neighbors Exercise

    42. Prospecting & Marketing-Module 2 Worksheet: Drive By Shooting Exercise

    43. Prospecting & Marketing-Module 2 Worksheet: Out To Lunch Exercise

    44. Prospecting & Marketing-Module 2 Worksheet: Out To Lunch Script Resource

    45. Prospecting & Marketing-Module 2 Worksheet: Out To Lunch Outcomes

    46. Prospecting & Marketing-Module 2 Worksheet: Sample Speaker Flyer

    47. Prospecting & Marketing-Module 3 Worksheet: Pre-Seminar Script

    48. Prospecting & Marketing-Module 3 Worksheet: Sample Seminar Flyers

    49. Prospecting & Marketing-Module 3 Worksheet: Marketing Resources

    50. Prospecting & Marketing-Module 3 Worksheet: Post Seminar Script

    51. Prospecting & Marketing-Module 3 Resource: Effective Seminar Notes

    52. Prospecting & Marketing-Module 3 Resource: Seminar Ad Copy

    53. Prospecting & Marketing-Module 4 Worksheet: Branded Materials

    54. Prospecting & Marketing-Module 4 Worksheet: Sample Facebook Posts

    55. Prospecting & Marketing-Module 4 Worksheet: Sample Newsletter

    56. Prospecting & Marketing-Module 4 Worksheet: Marketing Contacts

    57. Prospecting & Marketing-Module 4 Worksheet: Qualify Questionnaire

    58. Prospecting & Marketing-Module 4 Marketing Event Ideas

    59. Prospecting & Marketing-Module 4 Worksheet: Event Checklist

    60. Prospecting & Marketing-Module 4 Resource: Marketing Calendar Sample

    61. Prospecting & Marketing-Module 4 Worksheet: Founders Script

    62. Prospecting & Marketing-Module 5: Resource Crisis Conquered Workbook

    63. Prospecting & Marketing-Module 5: Resource Risk Quantification Questionnaire

    64. Prospecting & Marketing-Module 5: Bonus "First Things First" Presentation Script

    65. Prospecting & Marketing-Module 5: Bonus "First Things First" Video Presentation

    66. Prospecting & Marketing-Module 5: Bonus "First Things First" Email Invite Template

    67. Prospecting & Marketing-Module 5: Bonus "First Things First" Sharable Video Link

    68. Prospecting & Marketing-Bonus 1: Media With Press Releases

    69. Prospecting & Marketing-Bonus 2: Statement of Value Sheet

    70. Prospecting & Marketing-Bonus 3: Video Studio Cheatsheet

    71. Prospecting & Marketing-Bonus 4: Marketing Action-Plan Worksheet

    72. Elite Assistant-Module 1 Worksheet: Your Most Important Role

    73. Elite Assistant-Module 1 Worksheet: Final Onboarding Process Sample

    74. Elite Assistant-Module 1 Worksheet: Welcome TV Monitor Example

    75. Elite Assistant-Module 1 Worksheet: Client Email Template Sample

    76. Elite Assistant-Module 1 Worksheet: Client Meeting Follow Up Email Sample

    77. Elite Assistant-Module 1 Worksheet: “Let’s Get Organized” Binder Cover Letter

    78. Elite Assistant-Module 1 Worksheet: Sales Pipeline Template

    79. Elite Assistant-Module 1 Worksheet: Sample Planning Call Questionnaire

    80. Elite Assistant-Module 1 Worksheet: Visions & Values Checklist

    81. Elite Assistant-Module 1 Worksheet: Investment Collaboration Template

    82. Elite Assistant-Module 1 Worksheet: Estate Planning Review Checklist

    83. Elite Assistant-Module 1 Worksheet: Estate Planning Review Sample Questions

    84. Elite Assistant-Module 1 Worksheet: Planning Client Engagement Sample

    85. Elite Assistant-Module 2 Worksheet: Champagne Gift Bottle Examples

    86. Elite Assistant-Module 2 Worksheet: Capability Deck Example

    87. Elite Assistant-Module 2 Worksheet: Download Meeting Sample Template

    88. Elite Assistant-Module 3 Worksheet: Expectations of Engagement Sample

    89. Elite Assistant-Module 3 Worksheet: Agenda Samples - Advisor Copy

    90. Elite Assistant-Module 3 Worksheet: Agenda Samples - Client Copy

    91. Elite Assistant-Module 3 Worksheet: Meeting Topic Ideas

    92. Elite Assistant-Module 3 Worksheet: Recommendations Worksheet Sample #1

    93. Elite Assistant-Module 3 Worksheet: Recommendations Worksheet Sample #2

    94. Elite Assistant-Module 3 Worksheet: Recommendations Worksheet Sample #3

    95. Elite Assistant-Module 3 Worksheet: Botsford Drink Menu Sample

    96. Elite Assistant-Module 4 Worksheet: Task List Example

    97. The Machine-Module 2 Worksheet: Sample Job Descriptions (2) and Job Postings

    98. The Machine-Module 2 Worksheet: Botsford Team Kolbe Score List

    99. The Machine-Module 2 Worksheet: Offer Letter Template and 2 Samples

    100. The Machine-Module 2 Worksheet: Offer Letter Sample for “Michelle Smith”

    101. The Machine-Module 2 Worksheet: Compensation Templates for 4 Major Positions

    102. The Machine-Module 2 Worksheet: Compensation Template for Marketing Director

    103. The Machine-Module 2 Resource: 65 Item Delegation Exercise

    104. The Machine-Module 3 Worksheet: Buy/Sell Member Agreement Sample

    105. The Machine-Module 3 Worksheet: Employee Agreement Sample

    106. The Machine-Module 3 Worksheet: Confidentiality Agreement Sample

    107. The Machine-Module 3 Worksheet: Commission Assignment Agreement Sample

    108. The Machine-Module 4 Worksheet: New Client Onboarding Process

    109. The Machine-Module 4 Worksheet: Communication E-Mail and Appointment Templates

    110. The Machine-Module 4 Worksheet: Meeting Download Example

    111. The Machine-Module 4 Worksheet: Planning Client Renewal Process

    112. The Machine-Module 4 Worksheet: Client Birthday Process

    113. The Machine-Module 4 Worksheet: Thanksgiving Letter Process and Sample

    114. The Machine-Module 4 Worksheet: Marketing Packet Assembly Process

    115. The Machine-Module 4 Worksheet: Tiffany Glass Referral Process

    116. The Machine-Module 4 Worksheet: Tiffany Glass Referral Letters

    117. The Machine-Module 4 Resource: Systems & Processes Booklet Sample

    118. The Machine-Module: Monday Morning Meeting Sample Agenda

    119. The Machine-Bonus Module: Staff Positions & Duties Sample

    120. The Machine-Bonus Module: Relationship Manager Tasks Sample

    121. The Machine-Bonus Module: Personal Assistant Duties Sample

    122. The Machine-Bonus: Sample Organization Chart

    123. Year-End Planning Workbook

About this course

  • Free
  • 130 lessons
  • 0.5 hours of video content