January Webinar Recordings
(Tuesday Help Desk Call & Friday Business Overview & Trainings)
01/29/2021
01/26/2021
January Bootcamp
Top leaders go through the cornerstones of success, how to have a successful week, how to run a successful virtual or in home appointment, and what works best with recruiting individuals to your team.
Help Desk Call
Agency Owner Jake Davis host as he and other leaders answer questions including how to approach the one year review with clients, protecting someone’s retirement and when to transfer a 401k to an annuity, knowing the difference between when you have a client and when to concentrate on who is next.
01/22/2021
01/19/2021
Virtual Business Overview & Training
Agency Owner Gino Locklear and Key Leader Mitchell Clark speak about how why plays such a big part in our business with both working with clients and finding your next business partner. Gino speaks so well how Simon Sinek’s book and the Golden Circle will help in these key areas of our business and your development and improvement.
Help Desk Call
Agency Owner Jordan Hunt host as he and other leaders answer questions including when someone works in an occupation that could deny them coverage with some carriers and what carriers will work with that client, being sure to book enough appointments to hit your weekly goals for apps and apv, which carriers will accept those clients without a SS#, and how to dig out the why from your clients to be sure you make the most of the appointments.
01/15/2021
01/12/2021
Virtual Business Overview and Training:
Agency Owner Jake Davis speaks with Hannah Grace about the lessons she has learned in the period she has been here during her first few months and what has helped her excel during that time. Hannah speaks about the importance of the book Chop Wood and Carry Water which helped her mindset, sticking with it during the rough patches, and how those she is surrounded by made her look at each phone call and appointment as a lesson and apply that to the next call or appointment.
Help Desk Call
Agency Owner Colin Gillam host as he and other leaders answer questions including how to pivot to critical period concept, power phrases, and a review of the 01/08/2021 Vision Casting.
01/08/2021
Click Here To View The Recording
2021 Business Overview & Vision Casting
(Worksheets for this webinar are above. Click on buttons and print them out.)
Senior Partner Brian Delaney leads the entire Delaney Master Agency through vision casting for 2021. By celebrating our personal and professional best of 2020, identifying where to concentrate your energy, and most importantly looking ahead through your 2021 and how to establish and reach those goals in both your professional and personal life.
01/05/2021
Help Desk Call
Agency Owner Rob Purlee host as he and other leaders answer questions including why you should not run one leg appointments ( a member of the family, a spouse, or a child that the insured might have to consult with to determine if they should purchase policy), how to prepare for zoom appointments, making family, friends, and neighbors aware you are able to help protect them and their retirement savings, and how to overcome those people that seem just to busy to make it purchasing a policy a priority.
01/01/2021
Virtual Business Overview and Training:
Key Leader Travis Clark and Agency Owner Mike Block speak about the culture and what they have learned in 2020 and the lessons they are going to carry over into 2021.