Client Connections Toolkit

Growing Library of 25+ Client-facing Tools
– customizable with your contact details
Companion Advisor Guides
– how to introduce, follow-up, sample scripts and emails, promotional copy
Best Practices to Get you Started – intro session, playbook, implementation tips
Client-Friendly Videos
– share with clients and prospects to introduce the topic
Monthly Live Group Coaching
– ask questions, get answers, learn from peers
Monthly Newsletter & Regular Communications – new tools, tips, techniques, success stories, inspiration
NEW Client Tools, Videos, and Guides throughout the year to enhance your conversations even further!

Important:

Your membership is for 1 year.
Please select 'Subscribe to our email list' to allow us to send information and updates to you.
After registering, you will receive an email regarding login. Please check your 'junk' or 'spam' folders, if you do not see this email within an hour.
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Your registration for this program is individually tailored.
Please do not share your login information.

If you have any questions, please reach out to us here.

I look forward to meeting you in our coaching sessions and hear about your success with our Toolkit!

$1,900.00 USD

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IMPORTANT: To proceed, you must click the above box to confirm you have read and agree to our: Client Connections Tools Agreement, Terms of Use, Privacy Policy, and Refund Policy.