Page 13 - Advisor Support Program

C4L Program Checkpoint - More Time

People

Team Based Approach

Appointment Manager (“AM”)

Advisor Support Coordinator (“ASC”)

Assistant(s)

Advisor

Process

Sales Pipeline Management

You plug in potential investors (prospects / clients)

We qualify, classify, and book hot appointments

Campaigns

Systematized Approach: Offer, Scripts, Messaging, Tracking

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