For 100 Days Straight: ☎️ 100 Outbound Dials / Texts / Emails / DMs Fill the pipeline. Start real conversations. Create deal flow. 🎥100 Minutes of Content OR💰 $100 in Paid Ads You choose the daily lever: • Create (authority) • Or amplify (attention) Either way, the marketplace hears from you every single day. WHAT THIS BUILDS • Relentless top-of-funnel volume • A personal brand that compounds • Predictable opportunity flow • A booked calendar within 30 days • A new identity as a producer in 100 days THE RULE You cannot do this for 100 days and stay the same person, same income, or same business.

@Drew Morales will you please schedule a webinar or 1on1s to walk everyone through AGENT CENTER - how to submit new business? Thank you

@Allen Wysong - Health Insurance @Lenore Ockerberg - HR Compliance @Heather Radino - Provident Trust Group @Rebecca Brundage - Simplicity Advisor Development Consultant @Angela Garfield - Tax Hive & API Liaison As we continue strengthening our infrastructure, I want everyone connected with the partners who support our clients, our advisors, and the broader ecosystem we’re building. Please connect with each of them here — and I’d like to welcome them to introduce themselves in the comments so you know exactly who they are and how they support our work. Welcome to the community — I am excited to have you all here.

The Definitive SALES & MARKETING PLAYBOOK FOR THE MODERN FINANCIAL ADVISORY: https://content.app-us1.com/qeeX5n/2025/01/15/784dd92e-5c87-4453-b543-6b2e4fa8db54.pdf 🔥 THE MOST INFLUENTIAL POINTS (And EXACTLY what you need to do next) Digital Is Not Optional — It Is the Business Pages 6–8 make it clear: “Whether we recognize it or not, we’re all in the digital business…” KEY IDEA: Firms that “dabble” get crushed. Full-stack digital is the only survivable path. What You Do Next • Commit to one digital playbook and run it daily for 12 months. • Build everything around mobile-first + short, skimmable, bold messaging. • Audit all landing pages for speed, clarity, headline strength, and CTA placement. ⸻ Your First Impression Now Determines Your Close Rate Pages 9–11 break down the 5 senses of the customer journey. Your brand must win on touchpoints, tone, visuals, voice, and trust instantly. What You Do Next • Rewrite your welcome sequence (emails + texts). • Improve speed-to-lead to under 5 minutes. • Redesign the first 30 seconds of your website and all funnels: • Clear headline • Clear promise • Proof • CTA ⸻ Scaling Requires a 10-Item Checklist (Most Fail Here) Pages 14–16 outline the exact prerequisites to scale. The most important points: • Organization • Money investment • Time investment • Delegate like a franchisor • Become digitally savvy • Execute without compromise What You Do Next • Build a 90-day operations re-org: • CRM • New business • Follow-up • Scheduling • Reporting • Remove every task from your plate except: • Content • Sales • Leadership ⸻ Digital Lead Gen Takes 6–18 Months — and Most Advisors Quit Before It Works Pages 17–19 emphasize: “Ask to see raw client data.” “Most digital lead gen campaigns take 6–18 months to pay for themselves.” What You Do Next • Commit now: 12–18 months of uninterrupted digital campaigns. • Track only these KPIs:

This is a typical sell the feature and benefits from a carrier: "Start selling the benefits of Index Lock" Ask the question for your prospect's sake... How does this feature deliver their desired outcome? Do you know your prospect's desired outcome? Can they see themselves living what they want? The vision they have gives them the feeling they can achieve it... they will move toward that feeling because its good. Don't sell features - SELL DESIRED OUTCOME THAT GIVE THEM HOPE