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