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Financial Advisor's Coaching Course
Chapter 1: Introduction
Welcome Video (1:17)
Welcome
Table of Contents
Chapter 2: The 5 Types of Sales People
The 5 Types of Sales People Video (3:49)
The Challenger Sale (0:45)
Attributes of a Teacher Trainer
Chapter 3: What Makes You Different?
What Makes You Different Video (0:47)
What Makes You Different?
What Makes Some of Us More Productive Than Others?
Who Are You and How Do You Stand Out?
What Do You Do Differently?
Blow the Customer Away
Chapter 4: Free
The Concept of Free Video (2:44)
Giving Something of Value
Chapter 5: Decision Simplicity
Decision Simplicity Video (1:45)
Making it Simple
How We See Things Differently
Facts Tell, Stories Sell
Chapter 6: Segmenting your book
The Love Like Method Video (2:26)
Implementing the Love Like Method
Chapter 7: Another Way to Segment Your Book
Another Way to Segment Your Book Video (1:41)
The ABC Method
The Matrix Form
Chapter 8: How To Get Their House In Order
Getting Your Clients' House in Order Video (1:51)
Get Their House in Order
Recap Video and Guide to Getting Your Client's House in Order (3:46)
Chapter 9: Create Your Story
Creating Your Story Video (2:43)
Your Story
How to Start the Conversation With Your Client
Continuing the Conversation
Chapter 10: Create Your Value Prop
The Importance of a Value Prop Video (1:01)
The Essence of a Value Prop
Chapter 11: Bringing It All Together
Bringing it all Together Video (2:13)
Building Your Campaign
Additional Ideas
Chapter 12: Course Resources
HIPAA Facts
HIPAA Release Form
Healthcare POA Guide
State Advance Directives
Aging Facilitation
Bonus: Putting It All Together
Recap Video (50:18)
Who Are You and How Do You Stand Out?
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