Course curriculum

  • 1

    Introduction Module: Introducing Million Dollar Financial Advisor

    • Welcome to Million Dollar Advisor: Program Overview

    • The Success Formula (Squashing Limiting Beliefs)

    • Naviagating Your Course

    • Beginning with the End

    • Implementation Partners

    • Intro from Steve Sharp and Keap (fka Infusionsoft) Basics

    • Taking Action

  • 2

    Bonus Module: Private Label Retire Early Book

    • Private Label Links and Instructions

  • 3

    Module 1: Start with Clarity

    • Clarity Exercise

    • Your Success Goals

    • Action: Transformation Statement

    • 100% Responsibility: Course Mindset

    • Responsibility and Commitment

  • 4

    Module 2: Tech Setup

    • Automation Kickstart (Done For You)

    • Fix Your Funnel Scripts

    • Creating your facebook Video Ad

    • Video Ad Script/ Template

    • Taking Action

  • 5

    Module 3: Building a Seminar/Webinar That Sells (Outcome is to complete your presentation)

    • Building A Webinar That Sells Intro

    • *** Bonus: My Actual Presentation and Slides

    • Bonus: Live Seminar (Utilizing this Presentation)

    • Webinar-Seminar Principles

    • Part 1 : The Close

    • Part 2: The Opening

    • Part 3: The Core Story

    • Part 4: Delivering Content That Sells

    • Action: Submit Your Webinar

  • 6

    Module 4: The Secret Weapon. .....Quality Appointments on Autopilot Within 48 Hrs. Even if You Don't Have a Huge Email List

    • The Secret Weapon

    • Recording Your Webinar Using Powerpoint

    • Uploading Your Webinar on Stealth Seminar

    • Techinal equiptment I use to record video and audio

    • Action: Submit Your Recorded Webinar

  • 7

    Module 5 : Sales Process Mastery

    • 15 Minute Call Script and Worksheet

    • 15 Minute Appointment Role Play

    • First Appointment Overview

    • First Appointment Actual Meetings

    • Financial Planning Software Videos

    • Zoom Presentation I use in 2nd Meeting

    • Zoom / Kwanti Full Presentation

    • PowerPoint presentation to be used in 2nd meeting to Preframe Prospect

    • Second Appointment Instructions

    • Second Appointment Actual Meeting

    • Second Appointment Plus Commentary

    • Implementation Meeting

    • Building Emotions w your Prospect and Establishing Roots

  • 8

    Module 6: Marketing Mastery

    • Million Dollar Message

    • Seminar/Workshop Mastery

    • Tracking for Success & Social Media Mastery

    • Authority Branding (TV, Radio, Magazines) & Automations Domination

    • Maximizing Client Events & Referrals

    • One-Page Marketing Plan
  • 9

    Module 7: Operations Mastery

    • Building Your Team and a World Class Culture

    • Systematizing Your Office

    • Structuring Your Team

    • Process Map Overview (How I Structure my team)

    • Virtual Professional Script

    • Day 1 Q&A

    • Marketing & Sales Workflows

    • Day 2 Q&A
  • 10

    Bonus: Sales Mastery BootCamp

    • Day 1 Session 1

    • Day 1 Session 2

    • Day 1 Session 3

    • Day 1 Session 4

    • Day 2 Session 1

    • Day 2 Session 2

  • 11

    Bonus Module: Live Seminar, Radio Segment and TV Segment

    • Retire Early Part 1 Full Episode

    • Retire Early Part 2 Seg 1

    • Retire Early Part 2 Seg 2

    • Retire Early Part 2 Seg 3

    • TV Segments

  • 12

    Bonus: Facebook Ad Training Presented by Andrew Ledell

    • Intro to Digital Domination Facebook Ads

    • Writing your facebook Ad Copy

    • Creating Facebook Ad Videos

    • Selecting Photos and Creating Ad Images

    • Verifying Your Domain (Critical with Apple products)

    • Inserting and Checking Tracking Codes

    • Targeting Your Ideal Customer

    • Setting Up Your First Ad

    • Duplication Ads for Testing and Different Audiences

    • Ad Process, Ad Policy + Appeals

    • Tracking Stats+ Evaluating Performance

    • Summary- How to Get Facebook Ads Done For You Help