Virtual Coaching Program
Powerful 2nd Appointment Close
How to Fire the Broker
When To Walk Away
From Fact Finder to Conversation to Client
Join us for our Virtual Monthly Coaching Program:
January 7-8th
at 10 am – noon CST
Over two days, learn how top producers are transforming their practices, doubling revenue, and attracting higher-value clients — all with a predictable, repeatable system that works.
What You’ll Learn During This Exclusive Coaching Experience
✔️ Fill Your Calendar with High-Value Prospects
Discover how to attract the right clients — the ones who value your expertise and invest in your solutions.
✔️ Double Your Business in 12–18 Months
Learn the marketing and appointment system that consistently drives growth without doubling your workload.
✔️ Increase Your Annuity Ticket Size
See how top advisors consistently increase average case size and close ratios using a simple, repeatable approach.
✔️ Make Income the Center of Every Client Conversation
Shift your process to focus on what truly matters to clients — income — and watch your conversion rates rise.
✔️ Use Our “Retire Now – Income for Life” Software to Close More Efficiently
A proprietary tool that simplifies the client decision process and builds instant credibility.
✔️ Generate $1 Million+ in Sales Within 60 Days
Get a quick-start plan proven to produce momentum, confidence, and measurable results fast.
✔️ Build a Referral Cycle That Never Stops
Implement a systematic referral process that keeps your pipeline full all year long.
…and much more.

