2 HIGHLY INTERACTIVE & ENGAGING PLAY PHASES
1) Play LITE Phase
2) Play HARD Phase
Play LITE Phase
Essential 3 Months Power Up Programme
Building & Executing Your Personal / Agency Business Canvas Model with “ The Power Of 3”
Learning Objectives & Outcomes:
– Enhance Financial Consultants and Agency Leaders with Specialised Programme Topics.
– Enable Financial Consultants and Agency Leaders to have Practical Application from the Sessions and Skills learnt in the Power Up Programme
– Embark on Building an Ecosystem for Their Insurance Business
– Engage more effectively with Clients and Prospects through Branding, Events and Leads Generation Activities.
– Financial Consultants gain Coaching & Mentoring Support System with Resident Insurance Collective Coaches and InsurAcademy Mentors for the Growth of their Insurance Business.
– Track Performance Management and Activity
Learning Methodology:
– Presentations / Lecture
– Digital Learning
– Group Discussion Sessions
– Break Out Sessions with Mentors / Coaches
– Practical Application & Assessment
Inclusions & Deliverables:
- 2 Month Play Lite Power Up Programme
- 4 Core Sessions
- 8 Essential Topics
- 4 Power Of 3 Coaching Sessions
- Total Contact Learning Hours: 12 Hours
- Trainers / Coaches / Mentors Engagement
- Business Canvas Course Materials
- 5 Hours Final Day Assessment
- 1 x Group E Connect- Post Power Up Programme Review Meeting & Activity Management
- 1 x One On One E Connect – Post Power Up Mentor & Coach Support Meeting
- Access To Insurance Collective Ecosystem Solutions / Resources
- Access To Discounted Power Of 3: Branding, Events & Leads Packages
- Access To InsurAcademy Coaches / Mentors & Resources
- Access To Discounted Insurance Playbook – Play Hard Phase
SESSION 1
SESSION 2
SESSION 3
SESSION 4
SESSION 5 - 8
Specific Tutorial Sessions – Power Of 3
– Portfolio Evaluator – Your Top 25 Clients
– Targets – KPI Checkpoint
Power Of 3 Package Execution
The Power Of Partnerships and Affiliations to Support Your Business Growth
– Group Evaluation Session
– Portfolio Evaluator
– Targets – KPI Checkpoint
Play HARD Phase
12 Sessions Coaching & Mentoring
WITH PRE & POST Power Of 3 Event Hosting
SESSION 1-4: Charting Your Course To MDRT
- Portfolio Evaluator
- Targets
- KPI Checkpoint
- Branding Video 1 -Choose Your Representation
- Events – Choose Your Event
- Leads Generation – Choose Your Channel
SESSION 5-8: Pre Event Sales & Closing Activity
- Event Evaluator – Your Top 25 Clients
- Targets – KPI
- Checkpoint
– Activity Evaluator
– Checkpoint
- Branding Video Delivery For Event
- Branding Video Distribution
- Event Announcement& Touch Points
- Events Touch Points & Activity
- Leads For Events
- Leads Acquisition
SESSION 9 -12: Power Of 3 Package Final Pre Event Huddle
- Activity Evaluator
- Checkpoint
Execution Of Actual Event (3 Hours)
Power Of 3 Package Post Event Huddle
Post Event Evaluation Session : Power Of 3 Achievement : AIPI : $
( Play Hard Phase Closing Event Session)
Final Play Hard Session
( Play Hard Phase Closing Event Session)
– Group Evaluation Session
– Portfolio Evaluator
– Targets
– KPI Checkpoint
Schedule For 1 Month Post Event Coaching & Mentoring
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