Hugo
Your details for your exclusive 1 on 1
visit @ AE.

date-line

Monday, Dec. 7, 2020

your agenda

December 7

8:00 AM Intro to AE, Josh
9:00 AM Creative Services, Kalynn
9:30 AM New Business, Michelle
10:00 AM Elite Advisor Performance Plan, Josh & Zach
11:00 AM Wrap-Up / Next Steps

1st step

the zoom call details

zoom-logo

Join the Zoom Webinar
Date: Dec. 7, 2020
Time: 8 a.m. – 11:30 a.m. Central
Visit This Link

Meeting ID: 932 8797 9733

starbucks-logo

What drink would you like?

Fill out this short form, it's the least we could do:

  • This field is hidden when viewing the form

who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For
Hugo Espiritu

Action & Accountability Guide