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title: Follow the Money Like a Pitbull description: [AFW M.1.21] Michael's Epiphany #21 published: true date: 2026-06-30T08:09:11.404Z tags: editor: markdown dateCreated: 2021-06-04T04:54:44.368Z

Watch AF MKOM 1676 - Urgency: How to Be Swift & Efficient VIDEO

Watch AF MKOM 1681 - Collapsing Time-Frames in Transferring Money VIDEO

Watch Tips to Handling Rollovers VIDEO

"No one cares about funding the account as much as you do, not even the client."

"The ball should never be in your court. When it is, handle it immediately."


For more details on paperwork, rollovers and transfers visit the Onboarding Wiki page.


A Variety of "Urgency" Tips

  • Never set and appointment to set an appointment. Do all that you can when you're with the client. If you need to schedule another appointment, schedule it now.
  • As eary in the process as possible (for example, when you a statement), call the releasing-firm and get the details of what is required for transfers, roll overs or withdrawals, which is appropriate.
  • Get a copy of the driver's license while with them in-person or on the phone, now. Don't get it "later".
  • If doing a variable annuity, call the company and get a pre-generated account number so you can pre-fill it in the Docusign application and/or initiate the transfer now and/or have the client send the check.
  • If you need the "Age 65" form and are sending it to a 3rd-party seperately, do so in-parallel with the main app, not sequentually.
  • Check on your rollovers at every stage of the journey.
  • Always ask for overnight, faxed, emailing PDFs.

  • After collecting the data for the Docusign application, tell the client, "I will get this forms generated today and email the Docusign later today, please do me a solid and e-sign it as soon as you see it because I can't continue the process until you do so,"