TRISTATE FINANCIAL NETWORK - TFN Blog

Relax, no worries! It's not to sell to all your friends and family it's to LEARN THE PROCESS BEFORE CALLING REAL CLIENTS. It takes the pressure off and can give you a feeling of confidence. 

This allows you to have all the materials and applications ready in your toolkit. It's easier to forget something on a practice appointment then running a real appointment off a lead, you will want to make sure you have everything ready before you get there.  DOWNLOAD AND PRINT WARM MARKET SCRIPT
Watch how to schedule a warm market appointment in the video below.
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​When you schedule some practice appointments let the person coaching you know so they can be ready to assist you!

Relax, no worries! It's not to sell to all your friends and family it's to learn the process  to LEARN THE PROCESS BEFORE CALLING REAL CLIENTS. It takes the pressure off and can give you a feeling of confidence. This allows you to have all the materials and applications ready in your toolkit. It's easier to forget something on a practice appointment then running a real appointment off a lead, you will want to make sure you have everything ready before you get there. [...]

Chris Norris from BAcM training us up on Green Sheets and Annuities. Mike gives us the details on the 4th Quarter Contests... ALL jam packed into this Team Call !!
10-04-2019.mp3File Size: 64719 kbFile Type: mp3Download File

On this episode we hear how several agents are makin' it work with ERS Express! 
Tips on how to improve: Getting them, booking them and helping them!!
06-07-2019.mp3File Size: 57270 kbFile Type: mp3Download File

Special guest Chris Norris from BAM gives us the "How to" of converting greensheets to an appointment!!
bacm_contact_info.pdfFile Size: 39 kbFile Type: pdfDownload File 05-03-19.mp3File Size: 48257 kbFile Type: mp3Download File your_financial_picture_green_fillable_081318.pdfFile Size: 77 kbFile Type: pdfDownload File 20_power_questions.docxFile Size: 13 kbFile Type: docxDownload File

04-12_audio.mp3File Size: 53984 kbFile Type: mp3Download File

Listen in as the Chuck Norris of Annuities karate chops through the greensheet path! 
04-05-19.mp3File Size: 27350 kbFile Type: mp3Download File greensheet_process_flow_chart.pdfFile Size: 344 kbFile Type: pdfDownload File your_financial_picture_green_fillable_081318.pdfFile Size: 77 kbFile Type: pdfDownload File

**Fast Forward to 30 mins in to start Audio**

Mike goes over the simple steps to get your new agent rolling!
gmt20190329-190633_noelle-lew_2_.mp3File Size: 79450 kbFile Type: mp3Download File

Joseph Dukes interviews agents Blake & Crystal Spooner and Barbara Lowery. She what they took away from ALA and why its important for you to go!
03-22-2019_audio.mp3File Size: 53205 kbFile Type: mp3Download File

Special guest Lee Reyes gives step by step instructions on how to get yourself some FreeFerrals!!
ers_in_home.docxFile Size: 1063 kbFile Type: docxDownload File 03-15-19.mp3File Size: 62287 kbFile Type: mp3Download File