Steve’s special guest, Professor Rodney Balance, who teaches “Personal Finance” at Mid Atlantic Christian University and is known as the Father of Financial Literacy. Professor Balance also is the creator of the Financial Leadership Academy which generates referrals to a network of financial professionals.
This is a five part series introducing a turnkey referral system for financial professionals. Unlike a lead program, which generates respondents to surveys or ads, the referral based program is a post seminars experience, where attendees sign up for appointments.
One event a month referral meeting to validate the networking agreement.
Sales process and tracking system
The DVD instruction from a professional eliminates the conflict of interest for the seller of product
169.95 for the first two months, 269.95 a month thereafter
Webinar introduction to financial professionals is a preamble to the system.
Referral from a referral is the highest compliment for your services
MDRT Qualifying
Producers Web Author

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