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

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Friday, December 11, 2020

your agenda

December 11

10:00 –11:00 AM Advisors Excel Story, Josh & Jacob & Dani
11:00 – 11:30 AM Creative Services, Kalynn
11:30 AM – 12:00 PM New Business, Michelle
12:00 – 1:00 PM  Break
1:00 – 2:00 PM Elite Advisor Performance Plan, Brian & Jacob & Dani
2:00 PM Final Thoughts / Next Steps

1st step

the zoom call details

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Join the Zoom Webinar
Date: December 11, 2020
Time: 10:00 AM-2:00 PM EST
Visit This Link

Meeting ID: 993 8080 0708

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2nd Step

tour our office

3rd Step

implementation plan

Prepared For

Marsha Harris

Action & Accountability Guide