Featuring the following:
Find, retain, and communicate with clients easier with CurrentClient
LTC, Business Owner, and Retirement Education Series by Allegis
How to Build a Seven-Figure Firm with Elite Advisor
Using video efficiently to market to prospective clients
Automated marketing tools for connecting and building relationships
Branding, marketing and public relations experts for growing your business
Introduction to Life Division, Tools and Policy Audits
Introduction to the Allegis Disability and Group Divisions
Introduction to the Allegis Annuity Platform & Tools
Wednesday, April 21, 2021 - 9am-2pm MT
Virtual and in-person at the Allegis Training Room in South Jordan, UT
What previous attendees have to say:
“I attended the Business Builder Training in February and found it to be extremely insightful and helpful. I will be implementing several strategies to grow and improve my business and to help me to better prepare for a business continuation event in the future. Thank you for the invite and your continued support.”
“Having recently joined Allegis, I found the “Business Builder” meeting open and informative. It was good to see those that we will be working with and put names to faces. The open forum allowed for an exchange that is so very important in our current space. Thanks Chris and staff.”
“The Allegis resources are far more than I expected and I was taking notes as fast as I could. As a result of the meeting we have modified our practice and are seeking clients in a way that we had never considered.”
“One specific and beneficial thing I received from attending the meeting was a connection with key people and systems that are available and important to my success. I found it to be time well spent.”
“Very impressive training day at Allegis. Well worth the time spent and will be using many of the tools we learned about. Opened doors to prospecting as well with the LTC offering they trained us on. Definitely a productive, must do training. Thank you for taking our time seriously.”
“Thank you for inviting me to attend your last business builder training meeting. Some of the best tools for advisors I’ve ever seen! Thanks again”