Presentation kit
“The Two Biggest Financial Mistakes” Group Presentation
A blueprint for holding info sessions that bring current and potential clients in for ‘Your World’® appointments.
Investment: Pricing on request
Overview
What it is
Would you like more people to come in for ‘Your World’® Conversations? This package has everything you need to run compelling group presentations that turn into one-on-one ‘Your World’® appointments.
The full title says it: The Two Biggest Financial Mistakes That Most People Make… and How to Avoid Them. All four components are delivered digitally after purchase.
What’s included
In the box
- Video demonstration of the group presentation
- Editable PowerPoint you can tailor to your group
- The actual script, with every word track
- A sample article to position yourself as a thought leader in your community
Pairs well with
General Products
‘Your World’® Promotion Kit
In-office kit
Posters, desk signs and postcards that get clients asking about ‘Your World’®.
Pricing on requestView detailsGeneral Products
Catalog of Client Attraction Stories
Story library
150+ real-life stories that teach clients about everyday risk, across nine lines.
Pricing on requestView details
Ready to talk about “The Two Biggest Financial Mistakes” Group Presentation?
A quick call lets us get to know one another and learn your goals and challenges, so we can recommend the right training for your team.