December 4, 2020 - Session 1
Handouts:
- 1 Mindset Evaluation Doc
- 2 Mastering Prospecting Plan. Financial Advisor
- 2 Mastering Prospecting Plan. Team Member
- 3 Staff Org Chart & Cross Training 2020
- 4 Staff Capacity Tracking Sheet
- 5 Weekly Time
- 6 Weekly Team Meetings
- 7 Team Player Pros
December 16, 2020 - Session 2
No recording
Handouts:
January 6, 2021 - Session 3
January 22, 2021 - Session 4 - The Bullard Referral Skill Lab
Handouts:
Thinking map for Marketing Research Kit
February 10, 2021 - Session 5
February 19, 2021 - Session 6 - The 5 Diamond Checklist Lab
Handouts:
5 Diamond Checklist System Executive Log
March 11, 2021 - Mastery of the Game
March 24, 2021 - Commitment Meeting
Handouts:
TMM Weekly Activity Goals and Ideal Calendar
April 7, 2021 Meeting
April 21, 2021 Meeting
Handouts:
Center of Influence and Results Log
May 7, 2021 - Speaking Lab
Handouts:
May 26, 2021 - Speaking Lab
June 9, 2021 Meeting
August 12, 2021 Meeting
Part 1
Part 2
Handouts:
August 25, 2021 Meeting
September 9, 2021 Meeting
September 22, 2021 Meeting
October 6, 2021 Meeting
October 20, 2021 Meeting
November 5, 2021 Meeting