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agenda


Arrival Day
7 p.m. Welcome Reception & Dinner
Day 1
6:45 a.m. Breakfast (Capitol Plaza Hotel – Falling Water Grille)
7:40 a.m. Transportation departs hotel lobby for Advisors Excel Home Office
8:15 - 10 a.m. Advisors Excel Introduction & Advantage: How We Are Different Than Other FMOs, How We Can Help You Grow Your Business and Why We Are the Fastest Growing Marketing Organization EVER
10 - 10:15 a.m. Break
10:15 - 12 p.m Mike Reese: Unique and Successful IRA Tax Planning Strategies

  • Strategy #1: IRA Strategic Rollout (Tax Reduction Strategy)
12 - 12:45 p.m. Lunch
12:45 - 3 p.m. Mike Reese:
  • Strategy #1 Continued
  • Strategy #2: Scheduled Income Portfolio System (Maximum Income Strategy)                      
  • Strategy #3: Bonus Capitalization (Maximum Growth Strategy)
  • Strategy #4: Leveraged Life (Maximum Wealth Creation)
3 - 3:15 p.m. Break
3:15 - 4 p.m.  Mike Reese: IRA Meeting Process
  • First Meeting - What You MUST Accomplish
4 - 4:45 p.m.  Mike Reese: IRA Meeting Process
  • Second Meeting - Converting Prospects to Clients
4:45  - 5:10 p.m. Advisors Excel Wrap Up
5:15 p.m. Transportation departs Advisors Excel for Capitol Plaza Hotel
6:15 p.m. Transportation departs Capitol Plaza lobby to transport to dinner
6:30 p.m. Dinner
Day 2:
6:45 a.m. Breakfast (Capitol Plaza Hotel – Falling Water Grille)
7:40 a.m. Transportation departs hotel lobby for Advisors Excel Home Office
*Please check out of your hotel room and bring luggage with you.
8 - 9:30 a.m. Mike Reese: Differentiating Yourself with Powerful IRA Focused Seminars
(Mike Will Give His Actual Seminar)
9:30 - 9:45 a.m.  Break
9:45 - 10:45 a.m. Mike Reese: The Marketing Strategies I Use to Gain New Clients
10:45 - 11 a.m.  Break
11 a.m. - 12 p.m.  Advisors Excel: Selecting the Best Products for IRA Planning Strategies
(Annuity and Life)
12 - 12:45 p.m. Lunch
12:45 - 1:45 p.m. Advisors Excel: Selecting the Best Products for IRA Planning Strategies
(Annuity and Life) Continued
1:45 - 2:15 p.m. Advisors Excel: Tools for Success      
2:15 - 2:30 p.m. Advisors Excel Wrap Up
2:30 - 2:45 p.m. Depart for airport



Total Market Domination
IRA College
Your Trainer
What You Will Learn
Sales Tools
Marketing Tools
Ongoing Support
Agenda
Complete Advisor Boot Camp
The Journey
The Foundation
World Series of Sales




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