All training material is in the below content modules.  Modules are organized as follows:

  1.  Educational Retirement 101 Course videos with scripts.
  2. Client Meeting videos with scripts.
  3. How to sell Private Wealth Strategies with scripts (this is also a part of the 2nd client meeting videos)
  4. Operations Training Videos
  5. Tips from Scott on how to move existing AUM to FTA.
  6. Resources available to download (including investment downloads).
  7. Videos FTA uses during the appointment process.
  8. Longevity 2.0 Training.

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