Module 2:

First Appointment Coaching

How to Train for a Free Evaluation

 Resources

You will learn how to get paid fees of $2,000 per client to help families navigate the college admissions and college funding process -- without being told "I need to think it over" or having to do...

Below is a series of training videos on how to run your 1st appointment. View the videos in this order to maximize your training practices.

On the right hand side you can find the downloads:

MTS Questionnaire

logo_edited.jpg

MTS Questionnaire

Click to listen to the CFE 1st Appointment 5 Step Process. This video follows the 5 Step process directly and should be exactly how your 1st appointment (Free Evaluation) should flow.

Click to listen to a Mock - Free Evaluation Role-Play.

In this video John will walk you through the MTS Client Financial Questionnaire (CFQ). The CFQ is the script/outline advisors use to conduct their 1st appointment. You have the option to print out and complete it during the Free Consultation or complete directly from the MTS website. The theme of the Free Consultation is qualifying the prospect for the POM student services. Free Consultations should take roughly 60 minutes. The goal is for the parents to speak 80% of the time and for you to speak 20% of the meeting.

POM Diamond Package Overview video on how to use at the end of your meeting when you're ready to present the Peace of Mind College Consulting Student Services (the Diamond and Gold packages are posted in the How to Enroll a Client section).

How to Conduct a Free Evaluation

 Resources

POM Diamond Package Video (Client Friendly). Play this video for your prospect before presenting the student services packages. It is ideal for you to step out for 10 minutes while they view this video.

On the right hand side you can find the downloads:

Items below to download.

  • PowerPoint presentation 

  • POM College Consulting Proof Book - have this proof book in your meeting room visible for prospects to freely view.

MTS Questionnaire

POM Proof Booklet

POM Diamond Package with Close

logo_edited.jpg

MTS Questionnaire

logo_edited.jpg

POM Proof Booklet

logo_edited.jpg

POM Diamond Package with Close

How to Enroll a Client

 Resources

logo_edited.jpg

Client View Diamond Package

logo_edited.jpg

Agent View Gold Package

logo_edited.jpg

Agent View Platinum Package

logo_edited.jpg

Client View Gold Package

logo_edited.jpg

Client View Platinum Package

logo_edited.jpg

Agent View Diamond Package

Boston, MA:

636 Great Road,

Stow, MA 01775

 

Las Vegas, NV:

1180 N. Town Center Dr., Suite 100 
Las Vegas, NV 89144

 

Corporate Office - 

Los Angeles, CA:
6200 Canoga Ave., Suite 202

Woodland Hills, CA 91367

 

info@premierwealthcoach.com

Tel. 818-888-4646

Fax. 818-888-4647

Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

  • Facebook
  • LinkedIn
© 2020

This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Premier Wealth Advisors, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.