In this training we will cover the Enrollment booklet and the intent of each page as you walk your client through the Enrollment exercise.
There are three phases of the Enrollment process:
Cultivate: Enroll your clients in the possibility of saving first by introducing them to Currence.
Activate: Prepare your client to set up their cash flow structure and initiate the invite for your client to join Currence.
Calibrate: Live in a constant state of choice-making with your client.