The "Trail to the Sale"

    Live team Call! 

This Video Covers the First to steps to "set the table" for a Mortgage Protection Appt. 

   Below is a pdf of the script typed up. 

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This takes the above training a Step further and shows Real Life Applications of the Concepts We covered on the above Call for 1. Rapport and  2."Intro"!

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Join Nate on a Comprehensive Breakdown of the MOST VITAL TOOL in your PERSONAL CashFlow arsenal: 

       T2S Step 3!     CLIENT WORKSHEET

Learn= How to Properly fill out the CLIENT WORKSHEET  and set up the 👇🏼WHY TRAIN 👇🏼

Nate Breaks down the concepts of the Tool we use at each appointment to determine product selection and uncover the "Need/Why"  

Then illustrates the training in 4 different Scenarios with a mixture of different common client situations. 

  Take a Blank Worksheet below and fill it out as you follow along the Actual Sales Footage and Learn= How to Properly fill out the CLIENT WORKSHEET  and set up the 👇🏼WHY TRAIN 👇🏼

The MOST IMPACTFUL Step in the Process.  Mastering this will impact your bottom line Greater then anything, Second only to your ability to book appointments!    Have a pen and paper ready as Christian and Nate dive DEEP into not only uncovering the NEED, the WHY, but learn to DRIVE the WHY Home to Protect Families.  

     Stay tuned for an advanced segment at the end of the video.   THEN MOVE ON TO 👇🏼 STEP 5 

Short clip from a LIVE TEAM TRAINING session from the Charleston SC meeting May of 2023

    Join the team and get some tips from one of the BEST as Christian demonstrates his WHY TRAIN 

LIVE Team Training Call!  Christian and Nate give visual break downs how to present options to clients for the two most common concepts in Mortgage Protection.      PRO TIP- "Explain what each coverage option DOES not what it IS. 

     Drop a 👍🏽 on the video and move to 👇🏼STEP 6 

Objections,  Cool Downs, Transitions, and Completing the application.  

   The final step of the Trail. 

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JOIN Nate w/ Live Action on a "FULL SEND"    Dialing the Lead, Through each 6 steps of the "Trail" and taking application!  Same day appt from Dial to  Dollars completed 6.22.23