Course curriculum

    1. 1. Instructions

    2. 2. Welcome to The Retirement Group (TRG)

    3. 3. FAQs

    1. 1. Education and Certification Requirements

    2. 2. Choosing a Specialization

    3. 3. 11 Step Process

    4. 4. TRG Lead Generation System

    5. 5. Supplementing TRG Leads with Referrals

    6. 6. 12 Week Year

    7. 7. How to Stay Organized

    8. 8. FAQs

    9. 9. Class Examples

    10. 10. Quiz 1

    11. 11. Quiz 2

    12. 12. Summary

    1. 1. Lump Sum Rollover Market Overview

    2. 2. Defined-Benefit Pension Plans & Defined-Contribution Saving Plans

    3. 3. Opportunities for Financial Advisors

    4. 4. TRG Target Industries Overview

    5. 5. TRG Business Process

    6. 6. Qualified Vs. Opportunity

    7. 7. FAQs

    8. 8. Quiz

    9. 9. Summary

    1. 1. Writing your Plan

    2. 2. FAQs

    3. 3. Quiz

    4. 4. Summary

    1. 1. Introduction

    2. 2. Salesforce

    3. 3. HubSpot

    4. 4. eMoney

    5. 5. RingCentral

    6. 6. Ring.io

    7. 7. Booking Appointments

    8. 8. Google Calendar & Google Meet

    9. 9. Zoom Meetings

    10. 10. Webinars

    11. 11. FAQs

    12. 12. Quiz 1

    13. 13. Quiz 2

    14. 14. Summary

    1. 1. Why is Sales and Motivation Important for a Financial Advisor?

    2. 2. Motivation

    3. 3. Unlimited Power (Robbins)

    4. 4. The Art of Selling Intangibles Summary

    5. 5. Best of Hopkins

    6. 6. The Art of War (Tzu)

    7. 7. FAQs

    8. 8. Quiz

    9. 9. Summary

About this course

  • Free
  • 139 lessons
  • 0 hours of video content

Discover your potential, starting today

Enroll today