Wealth Managers and Insurance Agents Participate in Business Training Call w/ Elite Resource Team

December 18, 2020 | By Elite Resource Team
Financial Advisors

A few times a week we jump on zoom with members of our training program to help them work through questions. 

I thought it would be neat to share one of these calls with you to get a behind the scenes look at how these conversations go…

Some of the questions include: 

  1. How do I explain the revenue potential to a CPA? 
  2. How are some of the members closing half million-dollar target premium life insurance cases? 
  3. Will my compliance have any issues with this model? And if they do, how do I handle it? 
  4. What do I say when a CPA wants to rush a meeting with me? 
  5. How do I explain my value proposition working with a “Virtual Family Office?” 

These are great questions and always fun to talk through.