2024 In-Person Agent Workshops - Advanced Markets, Producer & Builder

This is a LIVE IN-PERSON 3-day Workshop for all Symmetry Financial Group Agents.

June 6th:

Advanced Markets Workshop

This workshop is designed to go over the ways to uncover and help clients with the services and products we provide, outside of the traditional life insurance/mortgage protection.

Top Leaders and experts on these products will be among the presenters for this event.

Topics:

• FIF resets
• Debt Free Living
• Smart Start and children's savings plans
• Retirement solutions - annuity
• IUL

June 7th:

Producer's Workshop

This workshop is designed to analyze our system, one-step at a time, giving agents confidence in the use of the tools they need to be successful.

Topics:

• The mechanics of setting up their new office
• MIndset/ posture
• Lead mix- both digital and analog
• Dials/ on the phone/ setting appoitments/ switchboard
• FIF resets
• Mastering the presentation
• Finding the money

June 8th:

Builder's Workshop

This workshop is designed to provide agents with a guide on how to build their business. The most successful builders from Symmetry Financial Group will be sharing their tips for growing an agency.

Topics:

• Deciding to build
• Building metrics
• Building plan/stragegy/resources/activity
• Cold / Warm/ Table Recruiting
• Styles of recruiting
• Interviewing Techniques
• Engagement
• Roadmap from initial interview to SNA

We look forward to seeing you LIVE!

***SPACE IS LIMITED - REGISTER TO RESERVE YOUR SPOT***