Proven Downloads

Proven Downloads for Proven Success

Part of our commitment to helping you become the best business leader possible is providing the best resources possible. We’ve developed this collection of success-oriented guides to assist you in your journey to becoming a legendary CEO.

call-script

Phone Script for Engaging Clients

Help your clients during periods of economic uncertainty with this phone script that helps accentuate your leadership skills. 

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covid-resources

Phone Script for Engaging Prospects

Harness opportunities to reach out to prospects when they could need your help during unsettling times.

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checklist

Advisor Quick Start Checklist

Revise your marketing efforts by implementing these five essential steps you can take right now. 

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Marketing Best Practices

Take your marketing efforts to the next level by connecting with clients and prospects on the issues, questions and concerns that are top-of-mind. 

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webinars-checklist

6 Tips for Webinar Best Practices

Streamline the efficiency of your webinar production and pack effective punch into your content with these six tips.

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appointment-basics

Master Virtual Appointments

Perfect your virtual appointment process with this quick guide that’s jam-packed with tips for connecting with prospects. 

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webinar-checklist

3 Tips for Repurposing Your Webinar

Never let your content go to waste. These steps can help you repurpose your presentation into a mainstay for your marketing funnel. 

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covid-finances

7 Steps for Managing Your Finances

Take measures to safeguard the feasibility of your business operation with these seven cost-effective steps.

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callout-guide

How to Call a Prospect

Keep your phone skills razor-sharp with these tips that are designed to help you engage prospects in conversation.

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call-mockup

Become Comfortable and Confident at Phone Sales

Your phone is one of the best tools for growing your business and these four steps are designed to help you structure a call.

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