Million Dollar Advisor Gold Tier

Gold Tier

1-Overview of Direct-Mail Lead Generation

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2-Overview of Consumer Workshop System

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3-Overview Term-LTC

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4-Overview Pension Protection Act

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5-Overview of IRA-LTC Strategy

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7-Position Yourself As A Trusted Advisor

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8-DGB Workshop-Choosing Location

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9-DGB Workshop-Newspaper

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10-DGB Workshop-Direct Mail

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11-DGB Workshop-Automated Reservation Line

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12-DGB Workshop-Compliance

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13-DGB Workshop-Reservation Process

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14-DGB Workshop-Handout Materials

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15-DGB Workshop-Follow-up Phone Call

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16-DGB Workshop-Checklist

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17-DGB Workshop-Day of Workshop

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18-DGB Workshop-Check In

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19-DGB Workshop-Housekeeping

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20-DGB Workshop-Workshop Format

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22-DGB Workshop-Call to Action

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23-DGB Workshop-Schedule Consultation

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24-DGB Workshop-Confirmation Letter

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25-DGB Workshop-Wrap Up

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26-PreMeeting Questionnaire

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27-Convert-Meeting with Client

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28-Starting Initial Consultation

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29-Convert-Handling Objections

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30-Convert-While Documents are Being Completed

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31-After Fee Agreement

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32-Keeping Cases Straight

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33-Case Design Team

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34-Prepare for Second Meeting

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35-Presenting Eldercare Plan

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36-Closing on Minor Point

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37-Completing Paperwork

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42-MDA-Consumer Workshop

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43-MDA-Crystal Ball - Interview Part 1

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44-MDA-Crystal Ball - Interview Part 2

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