presenting the financial plan

Your success now depends on balancing client service with team growth.

These action steps focus on expanding your team, perfecting your communication skills, and deepening your understanding of financial products and services.

By mastering these points, you’ll not only serve your clients more effectively but also build a strong foundation for your growing business.

• Build your team of 3 or more members
• Master all scripts for client interactions and recruitment
• Develop proficiency in making independent phone and video calls
• Learn to present the Financial Plan, including 1st & 2nd appointments
• Understand and master Vitality’s protection options
• Learn to prequalify referrals for other financial services (mortgages, etc.)
• Learn to teach the Genistar system you have learnt to new Associates

• Build strong self-discipline by consistently achieving personal and performance goals
• Learn how to communicate clearly with clients and team members
• Maintain a positive attitude in the face of challenges
• Manage your diary and schedule meetings effectively