Dale,
Your details for your exclusive 1 on 1
visit @ AE.

But first, a quick video about your upcoming visit.

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date-line

Tuesday, May 5, 2020

Wednesday, May 6, 2020

Thursday, May 7, 2020

your agenda

may 5th

11:00am Join Zoom Webinar
11:00am – 11:10 am Welcome & Meeting Your Advisors Excel Team
11:15am- 12:00pm Strategy Session
·      Decommoditize: How to differentiate yourself
·      Process

your agenda

may 6th

11:00am Join Zoom Webinar
11:00am – 12:00pm Strategy Session
·      Calendar Structure & Integrity

your agenda

may 7th

11:00am Join Zoom Webinar
11:00am – 11:45am Scale
·      Best in Class Marketing to fill Calendar
11:45am – 12:00pm  Closing Thoughts & Next Steps

1st step

the zoom call details

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Join the Zoom Webinar
Date: May 5, 6, & 7th, 2020
Time: 11:00 am - 12:00 pm CST

Visit This Link

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who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For
Dale McCarty

Action & Accountability Guide