Our training is by far the best in the business; our trainers are top producers who have trained all of our most successful producers. You are trained by industry leaders who have had over two decades of experience of implementing our tax & financial planning model. At our comprehensive training event you will learn everything you need to know and do to succeed with our business model, which is systematized and easy to follow. We see agents have immediate success after our training programs. You will realize after our training program just how easy it is to become the best in the industry.
Here are some of what we teach you:
- Tax marketing and training
- How to give a seminar
- How to have filled seminars with no marketing and food costs
- How to run your office
- How to do a 1st and 2nd appointment
- How to overcome objections
- Complete product education
- How to pay staff members
- Complete seminar marketing training
- How to have 30+ appointments per week
- How to hire accountants
- Tax season marketing
- How to save money and get out of debt
- How to run a successful office
- How to cross market your tax clients
- How to do client appreciation events
- Referral marketing systems
- EVERYTHING YOU NEED FOR SUCCESS
We also provide year-round conference calls, webinars and additional web-based training that can be done at your convenience. Our Annual Education & Awards Conference helps you stay educated with corporate updates, additional training on product, marketing and new processes, and nationally known keynote speakers. It is also a time of celebration and camaraderie not to be missed!
