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The Ultimate Sales Process 2.0

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Start Here (USP 2.0)

Intro: The Why, How, and What

Overview & Deliverables

The 3-Step Sales Process (USP 2.0)

Step #1: Introductory Phone Call

Step #2: Discovery Meeting

Step #3: Review Assessment Meeting

3 Critical Elements for USP Success

Bonus Lessons & Resources

USP 2.0 Q&A Webinar 7-22-25

USP 2.0 Q&A Webinar (4-8-25)

USP Q&A Webinar (5-16-22)

New Client Onboarding Process Q&A

Summary of Tech + Tools

USP v1.0 (Archive)

Introduction

Overview + Deliverables

Step #1: Introductory Phone Call

Step #2: Discovery Meeting

Building the Retirement Assessment

Step #3: Review Assessment Meeting

The Follow Up

Live (Step 3) Presentation

Future Modules and Lessons!

You Will Have Access to All Future Modules!