Display – Courses by Category

Phoning Category

(~4 min.) Everything is irrelevant if you have nothing to compare it to. There are two key ratios that you need to be in tune with to assess your phoning effectiveness.

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3 Lessons

(~15 min.) This module reviews the goal of phoning in order to ensure you have the right mindset when approaching this critical daily task. It also provides tips and perspective on why handling 3 objections is vital to your success, keeping your list “clean,” as well as the pros and cons of texting/emailing to schedule appointments.

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6 Lessons

(~8 min.) Over time you will hear the same objections over and over – so mastering your phoning language is absolutely critical to your ability to move your referrals into set appointments.

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5 Lessons

(~4 min.) There are two key ratios that you need to be in tune with to assess your phoning effectiveness.

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3 Lessons

(8 min.) Success on the phone is about consistency. You will find over time that you hear the same objections over and over – so mastering your phoning language is absolutely critical to your ability to move your referrals into set appointments.

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5 Lessons

(8 min.) The phone is simply a means to an end – namely, getting in front of a prospective client to take a fact finder. Once again, you'll examine the beliefs that drive your behavior and Jim shares his language and how to most effectively address questions on the phone.

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6 Lessons

Use this course as a helpful reference guide to master your language in the essential aspects of your business: Prospecting, phoning and fact finding.

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10 Lessons

Congratulations and welcome to an incredible career! Start here to begin your journey to becoming a top financial professional.

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25 Lessons