Week 2 Goal: 2 Transfers This Week!

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Week 1: Let’s Get Familiar with Pitching

Week 2 Day 1

Everyone’s pitch style is different, however, it is important to learn the basics! Keep a listening ear, and use your pitch scavenger hunt when you want to listen in to someone’s pitch!

Day 1 Resources
Week 2 Day 2

Prospecting a new client is important! Your initial conversation will be very telling of the client’s situation and their eligibility for our plan.

Day 2 Resources
Week 2 Day 3

Every plan is unique to the needs of the client. Let’s learn how to build a plan!

Day 3 Resources
Week 2 Day 4

Underwriting is a beast! Becoming fluent in all things Underwriting is an important step towards becoming a million dollar producer.

Underwriting Hunt
Week 2 Day 5

Apart from being fluent in prospecting, product knowledge, and underwriting, objections is the next thing you should be a master of.

Day 5 Resources