The VIP Benefits Package

The VIP Benefits Package is an integral part of our base core system is the Private Client Group (PCG).  It takes a wealth management, high touch approach to developing clients

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Creating Your Magic Intro

  “Don’t fall in love with your product or service.  Fall in love with your clients and the business will always be busy.”   Why is a Magic Intro is

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Multi-Channeled Recruiting System

The purpose of our recruiting system is to create a multichannel approach to recruiting your ideal candidates.  We have a number of recruiting resources available to help you set goals,

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Sample Agent Resignation Letter

This sample agent resignation letter is an important tool for all involved when an agent decides to shift their business form one company to another.  It’s a classy, and anchoring

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The Scratch Pad Interview

Tools and Downloads Our Scratch Pad Interview is designed with new agents in mind.  For seasoned agents, we recommend a business planning session using the Agent Business Analytic tool.  We

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Congratulations Program

Tools and Downloads Our Congratulations Program is one of our niche recruiting strategies to layer in for your market.  It is designed to be built on your core recruiting system. 

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Broker/Manager Time Assessment Sheet

Tools and Downloads Our Time Assessment Sheet is one of our annual review tools we use with leadership.  We believe in measuring progress and stepping back from time to time

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Recruiting Calculator

Tools and Downloads Our Recruiting Calculator is one of our annual review tools we use with leadership.  We believe in measuring progress and stepping back from time to time and

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Broker/Manager Recruiting Dashboard

Tools and Downloads Our Broker/Manager Recruiting Dashboard was designed to keep recruiting on track.  In a business which is often run by the tyranny of the urgent, the important can

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