WELCOME
MANAGERS CORNER
Grow
your team.
BECOME THE BEST VERSION OF YOURSELF.
PHASE 1
Start your Journey
PHASE 2
The key to Success
PHASE 3
Professional Growth
Page Directory
SPARTAN LINKS
CONTENTS
New Recruit
Rookie Advisors
Tenured Advisors
Playbook
Market Survey
Email Campaign
ROOKIE ADVISORS
CONTENTS
Phase 1 : Welcome
Phase 2 : Preparation
Phase 3 : Coaching Mentoring
LESSONS
Sales Process
Handling Objections
How to use Spartan link
TENURED ADVISORS
CONTENTS
Presentations
Client Info Sheets
Sales Reporting
One Claim
Financial Health Check Survey
Downloads
Online Support - Online CDF / Policy Request
LESSONS
Estate Planning
Walk away fund
REIT
Business Protection
MRI
Retirement Planning,
HMO
Keyman
Fringe Benefit
ABOUT OUR ADVOCACY
Advisors and Managers who have
successfully followed the system
have turned this into
a lifelong career.
E-LEARNING
POPULAR LESSONS
How to set your first Appointment
INFO
How to handle common objections
INFOR
How to submit your first sale
INFO
What is 10 7 4 1 ?
INFO
What is the 20 point System ?
INFOR
The power of Joint Field Work
INFO
SIT & LEARN
Learn from the best.