Learn how to duplicate your best clients over and over with access to personal coaching and branding experts from The Annuity Store.
A time-tested process that takes obtaining referrals to a new level. This coaching program will show you how to approach trusted friends and center of influences to obtain a favorable introduction to qualified prospects. Beyond asking for referrals, this coaching program is a tactical approach to becoming expert on knowing who to ask, when to ask, and how to ask.
Learn how to develop strategic alliances with CPAs and other professionals through a value-based approach. This is a step-by-step process on how to align with other professionals, uncover new opportunities, and get introduced to more qualified clients on a consistent basis.
Without a clear, concise and unique message, you’ll likely get lost in the sea of sameness. The Annuity Store has partnered with leading branding experts to help you develop your story. When you understand who you are, what you stand for and who you prefer to work with, it becomes increasingly easier for your clients and center’s of influence to introduce you to qualified prospects. You’ll get more Favorable Introductions when you can clearly and concisely articulate your value and uniqueness.