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Wealth Webinar (Training & Scheduling)

PreviousFUNDAMENTALS & TRAININGNextFinancial Need Analysis for Clients - (Training & Resources)

Last updated 1 month ago

SCHEDULE A WEALTH WEBINAR:

https://us02web.zoom.us/j/5557770110

MONDAY NIGHT - 7:00pm to 8:00pm

THURSDAY NIGHT -6:00pm to 7:00pm

SATURDAY - COMING SOON

HOW TO RUN A WEBINAR:

WEALTH WEBINAR SLIDES:

WEALTH WEBINAR INVITE SCRIPT FOR BEFORE & AFTER:

BEFORE:

Hey Bro....Need a favor! I haven’t told you yet but I’ve recently started working with a Financial Services company on a part-time basis and I’m in the process of completing the requirements. One of which is to have 8 people attend a wealth seminar. I started thinking of all the people I knew and I felt most comfortable asking you and (spouse) for help. There’s zero obligation but can I borrow 30 min of y’alls time in a zoom call this week?

(WFA)

Awesome! I appreciate more than you know. The seminars are held on Monday night at 7:00pm cst or Thursday night at 8:30pm cst. Which would you prefer? Perfect!

Also when the call ends you’ll be emailed a free copy of a “How Money Works” booklet! It’s an awesome resource the teaches the basics of investing, paying off debt, protecting your family, and creating generational wealth. What’s your email? I’ll send you a calendar invite!

All right, I’ve got you down for ______ on _______. Please do me a favor, if you can’t make it, please let me know. I’m trying to finalize my requirements this week. You’re playing a critical role. I’m so grateful.

AFTER:

Hey... thank you so much for jumping on tonight. It really means a lot to have your support. The team is going to send you a copy of “How Money Works” as a thank you gift for joining! It’s a great resource with additional information about what was discussed tonight! As far as finding out more, are you open to Path 1, Path 2, or Both?