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  • If you are a operations staff for a financial advisor or FMO, or maybe a junior advisor or advisor (who is just starting out)- this exclusive program is for you.

    January 28, 2025 by Sheryl J. Moore

    My dear friend Katelyn Graham, of The Admin Effect, has a couple of spots left in her limited-engagement training program.

    So if you are operations staff for a financial advisor or FMO, or maybe a junior advisor or advisor (who is just starting out)- this exclusive program is for you.

    This training will cover:

    – industry basics,
    – annuities/annuity product information,
    – new business fundamentals,
    – understanding annuity application components,
    – data gathering and data entry,
    – product information resources,
    – follow-up process, and
    – shadowing The Admin Effect.

    Interested?

    Contact Katelyn through her LinkedIn profile, tagged above, and tell her you heard about the program through me. (That will unlock your special pricing!)

    https://theadmineffect.com/solutions/

     

     

    -sjm

    currency