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!

The Ultimate Sales Process 2.0

I'm taking you behind-the-scenes and SHOWING you the exact (3-step) process I used to add $1 Million+ of new recurring revenue ... in the last 4 years.