Training Event Itinerary

Itinerary

Monday, March 14th

9:00 - 10:15  The Perfect Combination

  • Targeted Niche’ to Easily Build Your Market Share
  • Become What People are Interested in Buying
  • 3 ‘Must-Know’ Keys to Increase Your Annual Production
  • Marketing that Doesn’t Feel Like Marketing
  • The Simplicity of Presenting an Immediate Need
  • Importance of Not Competing with Yourself

10:15 - 10:30  Break

10:30 - 12:00  The College Planning Machine

  • Attracting Premier Financial Clients
  • The ‘Real’ Story of College Planning
  • The 3 Components of Effective College Planning
  • Seamless Integration of Your Products
  • Become a Trusted Advisor; Not a Salesperson

12:00 - 1:00  Lunch (provided)

1:15 - 3:00  College Planning - We'll Do the Heavy Lifting

  • Immediately Benefit from Our ‘Outside-the-Box’ Thinking
  • Best Ideas are Most-Often the Simplest Ones
  • Hands-On Experience, Development, & Refinement
  • Cutting-Edge, Industry-Leading Service Structure
  • Technology Enhances Human Interaction – Results
  • eCollegePro® Family Suite – Comprehensive Version

3:00 - 3:15  Break

3:15 - 5:00  Putting the 'Ideal Combination' to Work

  • Seamless Data Integration Platform
  • ‘Polished’ Reporting with a Single Mouse Click
  • Your Products and Services are ‘Part of the Process’
  • Easy to Explain, Easy to Present, & Easy to Convert
  • 5 ‘Guidelines’ to Blending Other Financial Services

Tuesday, March 15th

9:00 - 10:15  The Perfect Marketing Vehicle

  • Understanding What Customers Want to Buy
  • 9 ‘Proven’ Marketing Platforms (Detailed)
  • What We Mean by ‘Simple is Simple’
  • Easiest Way to Convert Prospects to Clients
  • Shortening Your Customer Buying Lifecycle (CBL)
  • People Buy Why You Do What You Do – Explained

10:15 - 10:30  Break

10:30 - 12:00  Exclusive, Invitation-Only Programs

  • Systematically Identify Your Target Audience
  • Simplified Cross-Platform Marketing Automation
  • 4 ‘Must-Know’ Steps to Increase Your PPC
  • ACF ‘Exclusive’ Referral Program (Premium)
  • Setting Yourself Apart from the Competition

12:00 - 1:00  Lunch (provided)

1:15 - 3:00  Presenting College Planning - Simplified

  • How to Most Effectively ‘Set the Stage’
  • Group Presentation (Reading the Room)
  • Individual Presentation (Identifying Hot Buttons)
  • Qualifying Interview (Take-Away)
  • The Simple Secrets to Closing 80%+
  • Streamlined Online Enrollment Process

3:00 - 3:15  Break

3:15 - 5:00  Your Entirely Fresh Marketing Presence

  • 10 Strategic Keys to Making College Planning Work for You
  • How to ‘Best’ Hit the Ground Running
  • Don’t Make Decisions in a Vacuum
  • Unlocking the Financial Potential of College Planning
  • Easy Product Placement & Advanced Case Design