One Superb Idea

Coaching Video: The Data Form and the First Appointment

In this month’s coaching session, Mike and Brian go through the data form that Mike uses in his business and give context to how you should integrate this into your first appointment process.

Remember we can customize the data form for you, with your logo, etc.  Just call me at the number below to follow up with me at 888-556-1379.

Disclosure: This recording is for agent use only and not to be used with the general public and or during client appointments. The views, thoughts, and opinions expressed belong solely to the author, and not necessarily to the author’s organization, committee or other groups or individuals.