Congratulations on completing Currence Activation Training 102: Enrollment!
These are your next steps before attending the 103 session:
Build your target list (if you haven’t already): create a list of 50 relationships that you wish to introduce Currence
Select 5 clients from your target list
Schedule 5 Enrollment meetings: Invite these 5 clients to a cash flow conversation that you think would have a great impact on their financial future
As discussed in our session, you can access onboarding resources in the Resource Center of your Strategist portal as well as a refresher on the Enrollment Conversation. You can also share our Cash Flow Course videos with your clients by sending them here.
If you have not already, register for the 103 session here!
Thank you for being a part of our community and the IUM® movement. We look forward to seeing you at the next training.