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

Thursday, Jan. 21, 2021

your agenda

Jan. 21st

8:30 – 9:30 AM Intro to AE, Josh
9:30 AM – 10:00 AM Creative Services, Kalynn
10:00 – 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: Jan. 21, 2021
Time: 8:30-11:30 AM PST
Meeting ID: 993 1517 7986
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who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For
Soren Svendsen

Action & Accountability Guide