Click here to visit our Training Schedule
Training for New Members
- Getting Started Video Tutorial
- Kick-Start 10-Step Express Training
- Production Accelerator Course 10-Step Expanded
- One Essentials Coaching Course
Training by Executive Coaches
- Business Owners Essentials with Matt Rzepka
- Life Insurance Essentials with Starr Barnum
- Marketing Essentials with Coaching Team
- Retirement Planning Essentials with Jeremy Shipp
- Reverse Mortgages with Certification with Jeremy Shipp & Fairway Mortgage
- Spending Game Essentials with Jeremy Shipp
- College Planning as a Major Capital Purchase – Case Studies with Beatrice Schultz & Beth Walker
- Retirement Planning Advanced – Case Studies with Jeremy Shipp
- Spending Game Advanced – Case Studies with Jeremy Shipp & Matt Rzpeka
- Mentor Program with Don Blanton & Coaching Team
- Coaches Corner with Coaching Team
- COW College with Coaching Team
Member Resources
- Video training library
- Client conversation audio library
- Scripts library
- Podcast channel
- Client-facing downloadable documents
- Client-ready marketing resources:
- Educational videos
- Newsletter articles / blog posts
- Advisor website samples
- Printable documents
- Client communication assessment tool
Success Team
- Phone and email support
- Members website
- Support knowledge-base website
- Dedicated and experienced in-house staff
Community of Thousands
- Private member LinkedIn group
- Annual Member Conference