Producer's Annual Planning Guide
Start 2023 off with a plan to achieve your sales goals
What could you do in 2023 if you focused on your sales goals?
This workshop, hosted by Brent Kelly, gives Producers a step-by-step guide to establish their annual sales goals and, the behaviors and strategies needed to achieve those numbers.
Workshop highlights include:
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Annual 80/20 Review
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Income Goals
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Guaranteed Continuations Plan
- First Appointment Plan
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Targeted Account Strategy Plan
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Critical Indicator Plan
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Relationship Management Plans
- SalesFit Strategies
This webinar was recorded live. The playback and workbook are available to access anytime for a year.
Access the Producer's Annual Planning Guide
All registrants can access the recording anytime for all of 2023.
Members can access the workshop in the Library for free.
Non-members can get access to the Guide plus the recording of the workshop by registering below.
Non-Member Registration
Cost is $99/Producer.
Member Registration
If your agency has an All-Inclusive or Private Client Group membership, you have unlimited registration.
