Wealth Strategies

Professional Development Resources for Wealth Strategies

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Course curriculum

1. Welcome Video
2. About George
1. Find it Here
1. Overview
2. Take the Assessment
1. The Daily Journal Overview
2. The Daily Journal Prompts
3. Accronyms
1. Role Play Overview
2. Language to Master
3. Accumulation Protection Analysis Meeting
4. Cash Flow Analysis Meeting Narrative
5. Philosophy Meeting Narrative
1. The Purpose Book for Financial Professionals
2. Download Your Copy Here
1. Overview
2. Goals Exercise
3. Session Slide Deck
1. Prework to be completed
2. A podcast on being unapologetic
3. Session slide deck
4. What Do You Do?
1. Prework to be completed
2. Goals Exercise
3. Session Slide Deck
1. Prework to be completed
2. Session Slide Deck
1. Prework to be completed
2. Beliefs Worksheet
1. Prework to be completed
2. Jocko's "Good" video
3. Session Overview
1. Prework to be completed
2. Session Slide Deck
1. Prework to be completed
2. Session Slide Deck
1. Prework to be completed
2. Session Slide Deck
1. Prework to be completed
2. Session Slide Deck
3. Workbook for developing your appointment setting language
1. Prework to be completed

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