PMP 188: Practice Management Academy 2021
Monday Feb 8th
Drip Marketing, iContact, List Management
Drip Marketing, iContact, List Management
Tuesday Feb 9th
Marketing, Workshops, Webinars, LeadJig
Marketing, Workshops, Webinars, LeadJig
Marketing:
- Webinars
- Workshops:
- Digital Campaigns (PMP 187)
- SS Max/Retire Ready/Retire Survival
- Radio (PMP 187)
- CTAs/Appt. Card/Tangibles
- SmartAsset/Wiser Adviser/Advisor World (PMP 187)
- EP Navigator (PMP 187)
- Retirement Blueprint (PMP 187)
- BombBomb Videos (PMP 182)
LeadJig:
- Overview of Website
- Editing Campaigns/Landing Page
- Embedded Video Animations
- RMDs: Video Link
- Social Security: Video Link
- Estate Planning: Video Link
- Capacity/Appt. Setting Ratios
- Suppressing Clients/GPs
- Exporting Prospect Lists
Wednesday Feb 10th
Online Metrics:
Online Metrics:
- Metrics Overview (Metrics Manual)
- Dashboard
- Clients/Prospects
- Calendar/Dates
- Hot Clients/Prospects
- Marketing/Ratios
- Multiple Advisors
- Current/Future Integrations:
- LeadJig
- Redtail
- Big Marker
Thursday Feb 11th
Important Announcements:
Important Announcements:
- Metrics:
-
- Multiple Advisor Dropdown
- Redtail Integration (client profiles and calendar)
- Big Marker Integration (webinars and prospects)
- Video Books:
- Limited Time Discount (we will pay up to $1000 towards your purchase)
- Updating all Videos for 2021 (8 Approved – 4 WIP – 2 New)
- Add custom video per prospect
- Add sizzle reel
- Create custom animation ($1,500 – 5 minutes – script/storyboard needed)
- Drip Campaigns:
- 5 Unique “Journey” Drip Campaigns (6 months = 1 email every 5 days)
- Webinar
- Workshop
- Radio
- Smart Asset
- RIS Leads
- 5 Unique “Journey” Drip Campaigns (6 months = 1 email every 5 days)
- FireLight eApp
- Free for all AA/SIS/RIS members (March 19th)
Thursday Feb 11th
Client Services:
Client Services:
Video Link Coming Soon
- Client Service (PMP 133)
- Quarterly Calls
- Conversations
- “Compliance Script“
- Prepping Files
- Categorizing Clients
- Reading Statements (PMP 174)
- Finding Opps (PMP 133)
- CopyTalk
- Video Animation Cheat Sheet (PMP 133)
Tuesday Feb 16th
SIS Paperwork, Docusign, Compliance:
SIS Paperwork, Docusign, Compliance:
Video Link – Coming Soon
- DocuSign Instructions
- Marketing and Compliance (PMP 174)
- New Client Checklist
Wednesday Feb 17th
Redtail Training:
Redtail Training:
Video Link – Coming Soon
- Notes, Tasks, History
- Calendar Management
- Workflows
- Integrations
Thursday Feb 18th
RIS Training:
RIS Training:
- Follow-Up Checklist
- Supporting Documents
- CFQ Outline (PMP 180)
- Calendar Management
- Overcoming Objections
- Smart Asset (Personal Intro Video needed)
Recent Posts
We guarantee that any advisor accepted into Advisors’ Academy will increase their business by at least 33% over a 12-month period, or we will pay them up to 1% additional compensation on any business they write with us. *Certain conditions and restrictions apply
