David & Harley,
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

Wednesday April 8, 2020

Thursday April 9, 2020

your agenda

april 8th

3:00pm Join Zoom Webinar
3:00pm-3:20pm Welcome & Meeting Your Advisors Excel Team
3:30pm -4:30pm Strategy Session
·      Decommoditize: How to differentiate yourself
·      Process

your agenda

april 9th

3:00pm Join Zoom Webinar
3:00pm- 3:30pm Systematize
·      Calendar Structure & Integrity
3:30pm- 4:30pm Scale
·      Best in Class Marketing to fill Calendar

1st step

the zoom call details

zoom-logo

Join the Zoom Webinar
Date: April 8, 2020
Time: 3:00 pm - 5:00 pm EST

Visit This Link

Call in Phone Number: 888 475 4499
Meeting ID: 885 958 674
(all times below are in EST)

Join the Zoom Webinar
Date: April 9, 2020
Time: 3:00 pm - 5:00 pm EST

Visit This Link

Call in Phone Number: 888 475 4499
Meeting ID: 469 385 319
(all times below are in EST)

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who's on the call?

your AE team

2nd Step

tour our office

3rd Step

implementation plan

Prepared For
David Williams
& Harley shanklin

Action & Accountability Guide