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The New Client Conversation is happening in 3 days
Submit new business - Simplicity Agent Center Training
@Drew Morales will you please schedule a webinar or 1on1s to walk everyone through AGENT CENTER - how to submit new business? Thank you
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Sell The OUTCOME
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
KAIZEN WEBINAR Wednesday Evening 6:30 central
Wednesday evening KAIZEN webinar invites: VSL Squeeze Page: https://gowithamc.com/kaizen-webinar Email: More high-income earners, physicians, and business owners are turning to KAIZEN because traditional retirement plans simply can’t create the income, protection, or efficiency they need. KAIZEN gives them: • 3x retirement income potential • Only 5 years of personal funding • Institutional matching from the banks • Guaranteed growth with zero downside risk • No market losses — ever • The ability to finance retirement on the bank’s dime If you want to see how KAIZEN integrates into your financial structure, you’re invited to attend: 👉 Reserve your seat: https://gowithamc.com/kaizen-webinar Text: Physicians and business owners are moving to a retirement strategy most people don’t even know exists. Here’s the 1-minute breakdown: https://gowithamc.com/kaizen-webinar
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🔥Building A Brand 101
Most people build for followers You should build for trust. Here’s what actually matters 👇 1️⃣ Build for Trust, Not Virality Trends fade. Trust compounds. Design everything around credibility — not clicks. 2️⃣ Stand for Something If you stand for nothing but money, you won’t stand for long. People follow conviction. 3️⃣ Strategy Over Tactics Tactics change every quarter. Strategy endures because it’s built on what your audience wants to learn. 4️⃣ Timeless > Trendy Great brands (and great people) are built on principles — not hacks. 5️⃣ Be Clear on What You Stand For Your audience can’t trust you if they don’t know your values. 6️⃣ Facts Inform. Stories Transform. Information educates. Stories inspire action. You need both. 7️⃣ Relatability Is the Unfair Advantage Over AI AI can imitate your words. It can’t replicate your experience, empathy, or truth. 🎙️ If you’re building a brand rooted in trust, schedule your podcast interview with me today. This is your invite to sit down, share your story, and amplify your message on The Brandi Jo Show. 👉 Schedule your interview now: https://meetings-na2.hubspot.com/brandi-jo-newman/podcast-recording-with-brandi-jo
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KAIZEN Weekly Sales Webinar at 11am
Register to attend: https://register.gotowebinar.com/register/1338330402362571353 💼 Kaizen & Position Like a Pro: How to Win High-Income Clients with Kai-Zen Hosted by: Dave Clark 🗓 Friday, October 31, 2025 🕚 11:00 AM – 12:00 PM CDT Discover how elite financial professionals attract, serve, and retain high-income clients using the Kai-Zen strategy — a powerful leverage tool designed for those earning too much to qualify for traditional retirement plans. In this exclusive training, Dave Clark will show you how to position yourself as a pro by combining structure, strategy, and storytelling. Learn how to: Identify your ideal high-net-worth prospect Communicate the value of Kai-Zen with clarity and confidence Build trust through education, not persuasion Use leverage and tax advantages to create next-level client outcomes Whether you’re new to advanced planning or looking to scale your production, this session will help you elevate your credibility, close larger cases, and confidently guide affluent clients toward financial freedom. Seats are limited — secure your spot now and learn how to win high-income clients with Kai-Zen!
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