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Tested in the Trenches Systems Manual and CD Set
$1,495.00
Hard copies of all our forms, systems, letters, checklists, processes, and procedures are provided. One CD contains electronic versions of the Systems Manual material which is customizable for your office, and two CDs discuss all the systems and procedures Carson Wealth Management Group uses to run an efficient and productive back-office. Areas you'll learn how to systematize are: - Prospects and Referrals
- New Clients
- Transfers
- Trading
- Customer Service
- Updates
- Client Appreciation
- Office Procedures
- Human Resources
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