Sales Boot Camps

We start with a process of separating the kind of leads that you want into 5 categories:

• Pre-retirees
• Retirees
• Small Business Owners
• Large Business Owners
• Family Offices

We have processes that work to attract each category and we go through the details of each on a monthly basis. We also recommend different marketing programs depending on the 3 categories of your current status:

•  You have an office or you do not.
•  You have a staff or you do not.
•  You have a budget or you do not (effort can substitute capital).

Trusted Solutions for Your Business