Module 4 Contents

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1. December - Back End Sales Training - Retirement Planning

2. November - Free Evaluation Training - 1st Appointment Wedge

3. September - Free Evaluation Training - Top 5 Objections

4. September Back End Sales Training: Transitioning from College Advisor to Financial Planner

1. December - Back End Sales Training - Retirement Planning

2. November – Free Evaluation Training– 1st Appointment Wedge

3. September – Free Evaluation Training– Top 5 Objections

4. September Back End Sales Training: Transitioning from College Advisor to

Financial Planner

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