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Agent Mastery 3.0
Section One - Getting Off to a Great Start!
Start Here! (Video) (20:13)
Lesson #1 - Developing a President's Club Mindset (Video) (10:35)
Lesson #2 - Four Reasons Why Agents Fail (Video) (17:17)
Full Course Workbook (PDF)
Section Two - Build (or Re-build Your Foundation)
Lesson #1 - The Essential Traits of Top Producers (Video) (15:38)
Lesson #2 - Your Beliefs Create Your Reality (Video) (8:56)
Lesson #3 - Creating Your Ideal Schedule (Video) (18:15)
Lesson #4 - Own Your Morning (Video) (11:43)
Success Habits Worksheet (PDF)
What's Your Rope? Worksheet (PDF)
Morning Hack (PDF)
Section Three - Professionalism Counts
Lesson #1 - Your Brand Matters (Video) (10:42)
Lesson #2 - Prepare for Your Success (Video) (10:52)
Lesson #3 - Phone & Email Best Practices (Video) (14:05)
Phone & Email Tip Sheet (PDF)
Section Four - Results-Driven Prospecting
Lesson #1 - Sales is NOT a Numbers Game (Video) (7:36)
Lesson #2 - Setting Appointments Effectively (Video) (14:16)
Lesson #3 - Gatekeepers - Friends NOT Foes (Video) (10:39)
Appointment Tip Sheet (PDF)
Section Five - Conducting Powerful DM Presentations
Lesson #1 - Essentials of the DM Presentation (Video) (8:02)
Lesson #2 - The Proper DM Presentation Structure (Video) (17:31)
Lesson #3 - Closing without "Closing" (Video) (16:22)
DM Presentation Tip Sheet (PDF)
Section Six - Becoming a Dynamic Public Speaker
Lesson #1 - Face Your Fears (Video) (7:00)
Lesson #2 - The ABCs of Public Speaking - Part One (Video) (16:19)
Lesson #3 - The ABCs of Public Speaking - Part Two (Video) (11:00)
Public Speaking Tip Sheet (PDF)
Section Seven - Creating Ideal Enrollment Conditions
Lesson #1 - Avoiding Bad Enrollments (Video) (11:22)
Lesson #2 - How to Fill the Room and Create Excitement! (Video) (10:55)
Lesson #3 - One-on-One Enrolling Essentials (Video) (15:20)
Enrolling Tip Sheet (PDF)
Interest Sheet (PDF)
Spouse Letter (PDF)
Section Eight - "Handling Objections" in Today's Marketplace
Lesson #1 - Reprogramming the Way You Think About Objections (Video) (9:54)
Lesson #2 - Five Ways to Handle Objections More Effectively (Video) (7:52)
Handling Objections Tip Sheet (PDF)
Section Nine - Relationships Lead to Referrals
Lesson #1 - You Must Build Genuine Relationships First (Video) (8:55)
Lesson #2 - How to Get More Referrals Right Now! (Video) (12:44)
Getting Referrals Tip Sheet (PDF)
Section Ten - Networking to Build Your Center of Influence
Lesson #1 - Networking - The Unsung Hero of Business (Video) (6:56)
Lesson #2 - Five Ways to Improve Your Networking Skills (Video) (13:40)
Lesson #3 - Time to Follow Up! (Video) (9:40)
Networking Tip Sheet (PDF)
Section Eleven - Taking Great Care of Your Clients & Policyholders
Lesson #1 - Only Take Care of the Clients You Want to Keep (Video) (9:32)
Lesson #2 - Five-Star Customer Service (Video) (10:50)
Lesson #3 - Be of Value - After the Sale is Made (Video) (12:37)
Customer Service Tip Sheet (PDF)
Section Twelve - Claims and Admin Best Practices
Lesson #1 - Train Your Clients How to Handle Claims (Video) (12:17)
Lesson #2 - Systematize & Delegate Your Admin (Video) (14:47)
Claims Process Tip Sheet (PDF)
Admin Best Practices Tip Sheet (PDF)
Section Thirteen - Building Broker Relationships & Strategic Partnerships
Lesson #1 - Before the Business Starts Flowing (Video) (4:42)
Lesson #2 - How to Build Strategic Partnerships (Video) (11:46)
1st Meeting Tip Sheet (PDF)
Section Fourteen - Tracking Your Numbers & Measuring Results
Lesson #1 - Why It Matters & What Numbers to Track (Video) (11:21)
5 Most Important Numbers to Track (PDF)
Section Fifteen - It's Time to Take Action!
Lesson #1 - Visualize Your Success (Video) (9:45)
Lesson #2 - Defining What You Want (Video) (12:33)
Lesson #3 - How to Set Proper Goals (Video) (8:25)
Goal Exercise Worksheet (PDF)
Lesson #2 - Four Reasons Why Agents Fail (Video)
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