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

date-line

Monday, Dec. 14, 2020

your agenda

Dec. 14

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

1st step

the zoom call details

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Join the Zoom Webinar
Date: Dec. 14, 2020
Time: 8:30 a.m. - 12 p.m. PST
Visit This Link

Meeting ID: 990 8010 9619

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who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For

Tow Swan

Action & Accountability Guide