Miscellaneous Training
- 1. Michael's 52 EpiphaniesA collection of my most valuable 52 linsights from 34+ years in this business.
- 2. The AdvisorFirst Self-Study Curriculum.A self-directed guide to learning the basics of our business
- 3. CompensationCustom designed compensation system of IP/AdvisorFirst.
- 4. The $50k-Income Game-PlanThe five steps to earn $50,000+ income (and multiples of it).
- 5. Monday Kickoff MeetingDetails about our weekly traininig webinar.
- 6. Acronyms, Jargon, Lexicon, Nomenclature, TerminologyWhat is the secret language of our business?
- 7. Client's WorksheetCollect client data and transfer to Docusign.
- 8. AF NewslettersLearn about our client and advisor newsletter and read past issues.
- 9 Docusign TrainingLearn how to use this software for eSignature.
- 10. DSTvision TrainingLearn how to use this to aggregate your clients' accounts from various fund families.
- 11. Booking ServicesSchedule appointments without juggling.
- 12. Mailing & ShippingUsing USPS to Help Your Clients.
- 13. Top Recommended BooksThese are the best-of-the-best book. Must read.
- 14. Getting Your Custom Email & WebsiteWith IP you can have your own unique website and email to use with your clients.