Introduction Video

Prospecting Program

Time to complete: 1 week

In this program, you’ll learn sustainable ways to create new interest in your business. You’ll learn what you can control as it relates to prospecting and how to get the most out of those efforts.

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Videos

Resources

Buzz Words & Script Language

Example Fact Finder

Discovery Meeting Agenda

Example Proposal

Services Offered

Example Fee Matrix (Individual)

Example Fee Matrix (Business)

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Sten Morgan

Instructor

Sten Morgan founded Legacy Investment Planning in 2012 as a result of his desire to deliver independent, straight-forward advice to his clients. Sten also equips, inspires and educates other advisors through the Elite Advisor Network.