$1,900.00 USD

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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.
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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!