Business Planning Workshop for New Agents – LIVE AT SBAOR
May 21 @ 9:00 am - 11:00 am
Learn the following:
Time blocking
Categorizing clients
organizing clients onto CRM
Scripts & Dialogs
follow up plans
33 touch plan
4×4 touch plans
12 direct
And many other key items!
Cost: Free for SBAOR Members/$50 for non-members
Instructor: Nina Elizarraras
Sponsors: Eileen Kendall - Kendall Law , Ismael Bastida - JMJ Financial Group
Location: South Bay AOR, Torrance