Brokerage Modeling Excel File

Our brokerage modeling tool was primarily designed for those who wanted to evaluate launching out on their own.  But the model also works for teams to help them see how

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Testimonial Recruiting Campaign

An effective testimonial recruiting campaign is incredibly effective at building brand awareness and highlighting your greatest advocates. They feature your current team and create a very human connection with your

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Brand Awareness and Recruiting Plan

Your recruiting plan is going to be layered to maximize it’s effectiveness.  These message themes should be launched once per month on a rotating basis via email and social channels. 

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Business Plan Weekly Overview

Our Business Plan Weekly Overview is one of our tools we use with agents in our Private Client coaching program.  We believe in measuring progress and stepping back from time

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42 Day Sprint Template

Our 42 Day Sprint template is one of our tools we use with agents in our membership program.  We believe in measuring progress and stepping back from time to time and

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UVP Worksheet

Our UVP Worksheet is designed to help you identify your Unique Value Propositions (UVP’s).  Your business has a specific culture, brand promise and set of UVP’s.  This is true whether

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Daily Manager Summary

The Daily Manager Summary is a tool we use with our clients. It helps brokers and managers focus on what is most important.  In our Broker/Manager Master Class we break

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Agent Daily Business Summary

The Agent Daily Business Summary is a tool we use with ur brokers to help their agents focus on what is most important.  In our Sales Agent Master Class we break

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New Business Start-Up Assessment

Our New Business Start-Up Assessment is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring progress and

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Personal Reserves Assessment

Our Personal Reserves Assessment is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring progress and stepping

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