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 3-Step Sales Process (USP 2.0)

4 Lessons