|
You currently have no Products or Event Registrations in your Shopping Cart.
Listed below is our complete selection of Products, Events and Coaching Seminars available for purchase or registration online. Please enter a quantity or number of attendees, then click sign up or purchase to add the item to your shopping cart.
You may also click on any of the item names to read more detailed information.
The Turn-Key Office System
The Book…
The Turn-Key Office System $59.00
You can now purchase the book, The Turn-Key Office System. In the palm of your hand you will hold the knowledge which will allow you to have a “paperless desk,” an executive overview of your business by the click of the computer mouse, hiring system, filing system, and, most importantly, a system which will allow you to only call and see people. This is a simple “how to” book which allows you to implement the system. The book includes the following:
 Executive Summary Logs
|
These 8 logs are on a computer disc to be downloaded onto your computer. They will give you a visual overview and accountability system for your staff, cases, underwriting, customer service, client review appointments, policy deliveries and more. The majority of financial reps do not know what is happening in their business without asking their staff. Their staff will put case notes in a client file, and answer customer service questions, and perform daily tasks, but most financial reps do not have visual accountability for their work. These logs give you visual accountability and allow you to perform the CEO function of overseeing the office.
|
Sample Employee Office Manual
|
Now you can have your own company office manual without going through hours and days of writing. This manual is on a disc and has specific sections for you to custom-design to meet your company’s needs. It covers such areas as office hours, vacations, sick leave, internet policies, sexual harassment policies and more. At the end of the manual there is a page for your staff to sign indicating they have read the document and agree to follow all your company policies.
The book will walk you through a step-by-step process to implement the system. In addition, there is a CD with each book. The Bullard Executive Summary Logs, Sample Employee Office Manual, and sample Employment Application are placed on the CD so you can download them into your computer for easy application. Do not miss this opportunity…buy the book which can simplify your office and change your life!
|
The One-on-One…
The Extreme Office Make-Over
Andrea’s team can be hired for a full day to come to your office to implement, organize, label and set-up your office systems. This will be followed-up by four 30 minute coaching sessions with you and your staff. By the end of this program The Turn-Key Office System will be completely implemented.
|
$2500.00 |
The Referral Skill
|
The NEW Market Research Kits (pkg. of 100)
These are professionally printed 4-page file folders which should be taken to every Financial Rep’s. meeting. On the left inside cover of each folder are the Fact Finding Questions & a list of "Feeder Categories" to stimulate discussion; sample "Thinking Maps" are on the next page; the next 2 pages are the Referral Tracking Lists; and, the Suspect Form for gathering names is in the middle. Purchase these files and you will be ready to immediately start the Referral Skill System and get hundreds of names.
|
$120.00 |
Upcoming Events
|
