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Pinnacle Club
As a Pinnacle Club Member, you have access to the best marketing and client attraction strategies in the financial services industry. Pinnacle Club includes:
- Weekly “From the Trenches” Coaching Videos
- Monthly “From the Trenches” Newsletter Delivered via USPS
Become a Celebrity Advisor in Your Market 1 Module
Become a Celebrity Advisor in Your Market
Discover how to achieve Celebrity Advisor status in your local area and automatically attract high-quality, perfectly suited prospects who are rapidly interested in your work. If you generated at least $100K in revenue last year, then you qualify to participate in the Celebrity Advisor program if your territory is still available. Apply now to learn more.
Precious Metals Advisor Training 1 Module
Precious Metals Advisor Training
Offering precious metals to your clients can help them preserve the purchasing power of their savings over time. PLP Metals LLC, an affiliated company, has in-house precious metals specialists that can serve as a resource to you, working side-by-side with you and your clients. Adding six figures or more to the bottom line of your business without adding a client or working more hours has never been easier. Contact PLP Metals LLC today and learn how to become an affiliate advisor. Call (866) 612-2614.
Revenue Sourcing™ Planning System 15 Module
Revenue Sourcing™ Planning System
The Revenue Sourcing™ Planning System provides all the information you need to transition from the traditional financial services business into the Revenue Sourcing Business. The training takes you step-by-step through the client meeting process that gets clients to ask you to sell them an annuity and life insurance.