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Advisor Toolbox

The Toolbox contains a host of ideas, training materials, audios and other items that are designed to help you succeed and have more fun! We didn’t have time to cover everything in a one-hour meeting but I made the whole package available because having all the information will help you.


So, take your time and download anything that looks interesting.

Toolbox

In here you will find:
The Kolbe Overview
The Social Prospecting Script
The Lifeguard Challenge
The Personal Profile Interview
...and much more.

Select an image to view the complete PDF in your browser. From there, you can download the file to your drive.

Audio Training Files

White Glove Podcast:

Cold Call Mental Game:

Referrals The Professional Way (Introduction):

Goal Setting A Better Way:

Wav file T/C

The Binder Strategy:

Seminar Closing Techniques:

PRESENTATIONS AND BOOKS

Also, here are the links to the PDFs of my presentation and my three books. Select an image to view the complete PDF in your browser. I hope you enjoy them!

If you feel the need to have a hard copy of the books (and who doesn't love a good book?) you can order them from THE STORE.