10:45am - 11:45am

Mock 1st Appointment

Steve Gilbert
2nd Floor Auditorium
 

• Watch a simulated experience of Steve meeting two new prospects, going through the fact finder, uncovering needs, and positioning the sale.
   

• Watch exactly how he and his associates conduct themselves from start to finish to create a comfortable atmosphere, build rapport, and create urgency when it comes to retirement planning.
   

• At the end of the mock appointment, we will have an open discussion where attendees can ask questions and share their experiences to get Steve's take on how he would handle himself in different situations.
   

11:45am - 12:15pm - Working Lunch
 

How to Use Retirement Analyzer to Encourage Prospects to Consider and Adopt New Financial Strategies

Ben Clark

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• In depth demonstration of how to use the software and our favorite reports that make the biggest impact on prospects and motivate them to take action.

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12:15pm - 1:45pm

Mock 2nd Appointment

Steve Gilbert
 

• Watch another simulated experience of Steve meeting two new clients for their second appointment, going through their tax returns and account statements, and discussing next steps.
   

1:45pm - 2:00pm - Break

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2:00pm - 3:15pm

Mock 3rd Appointment

Steve Gilbert
 

• See the online presentation system Steve uses to present his recommendation in a clear and interactive way
   

• Learn how to overcome any objection that may come your way.
   

3:15pm - 4:15pm

Mock 4th Appointment

Steve Gilbert
 

• Watch how the strategies in appointments 1-3 come together to finalize the transaction and officially turn a prospect into a client.
   

• Acquire valuable insights into streamlining your business operations using UFC and discover best practices that will help avoid potential obstacles that may delay your case.