Financial professionals often work with Advisors Circle by coming to the home office for a day of private sales training or by a series of conference calls.
You may have an opportunity to:
- Attend a “Rethinking Retirement” workshop.
- Participate in a joint workshop.
- Spend a day training and mentoring with a financial professional.
- Roleplay selling techniques with your mentor.
- Take part in a joint sales meeting.
- Observe a policy delivery.
- Access our marketing resources for a day
- Work with a professional financial planning coach with 20 years experience.