MasterClass #6: Confident Client Close & Strategic Commitment Coaching
A strategic walkthrough of closing language, emotional drivers behind client decisions, setting expectations, and using financial tools to reinforce trust and guide next steps.
MasterClass #5: Client Presentation Walkthrough & Sales Language Coaching
A focused session on delivering the client PowerPoint with confidence, asking high-impact questions, and handling objections around annuities, risk, and income planning.
MasterClass #4: TruChoice Advanced Retirement Planning Calculators
We expore FIA features, annual reset, sequence risk, income calculators and inflation strategies, demonstrating tools for guaranteed retirement income planning and portfolio protection.
MasterClass #3: Client Presentation & Social Security Analyzer Mastery
Advisors practice the client PowerPoint presentation slides, process, fees, social security analyzer, and action plan integration for better understanding.
MasterClass #2: The Long Retirement Action Plan Walkthrough
A walkthrough the long action plan template in Excel, covering client data intake, risk assessment, liquidity, income streams, Social Security integration, and branding logistics.
MasterClass #1: Slide Practice, Bios, and the Cornerstone Presentation Process
Morning session covering team onboarding, slide practice, meeting logistics, bio slide adjustments, and process walkthrough for Cornerstone’s presentation training program.