Simplicity Advisor Growth Forum

 


 

Best Practices Checklist and Call Scripts

Tuesday, September 19, 2023 at 12:00 PM CT

Walk through effectively executing lead generation workshops to build client connections and close more appointments. Utilize Simplicity's best practices to help grow your business.

  • Strategic touchpoints
  • Closing appointments
  • Forming connections

 

FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION

3000567-0723