FILTER:
Cornerstone Dialed In: Lead Flow, Delaware Life & Income
Focused training on SmartAsset tiering, seminar buildouts, 14%-bonus FIAs, S&P-cap growth, AI-CRIT workflows, and leaderboard updates.
Cornerstone Locks In: Risks, AI Playbooks & Production Wins
Focused training on COI BOP rollouts, knowing your numbers, simple-scales playbooks, tax and longevity risks, AI-driven planning, and team leaderboard updates.
Cornerstone Training: Wins, Seminars, AE Tools & Momentum
Team session covering engagement, risk management, seminar strategy, AE/Journey takeaways, AI prompts, metrics, and Global Atlantic income options.
Cornerstone Elevates: Story, Engagement & Income Planning
Focused training on engagement, state–story–strategy, urgent college funding changes, Global Atlantic income tactics, and our Action Plan software.
Cornerstone Kicks Off With Positive Challenges & CRM Wins
An engaging training featuring personal wins, organizational updates, college funding strategies, and team alignment to fuel stronger results and client impact.
Cornerstone Drives Growth With Leaderboards & Incentives
An engaging session with advisor recognition, leaderboard updates, Cancun rewards, and Roth conversion insights to strengthen strategies and drive success.
Cornerstone Sharpens Client Impact With Storytelling
A high-energy session spotlighting advisor alignment, storytelling strategies, sharper client questions, and leadership coaching—designed to drive trust and measurable results.
Cornerstone Shares Tools & Marketing Updates
An insightful masterclass walking through key back-office tools, new software capabilities, and marketing systems designed to streamline operations and enhance advisor impact.
Cornerstone Expands Reach Through Seminars
Learn how to turn warm market connections, strategic referrals, and targeted seminars into steady appointments and lasting client relationships.
Cornerstone Strengthens Client Framing & Trust Conversations
A high-impact team call on building client clarity, reframing hesitation, and guiding conversations that deepen trust and lead to more confident action.
Cornerstone Builds Client Trust With Stronger Framing
A high-value team call focused on helping clients feel understood, navigate hesitation, and take action through clear language, confident framing, and advisor support.
Cornerstone Leads with Confidence & Clarity
A focused session on confident closes, client trust, and positioning for long-term impact. Plus, tools to simplify conversations and help clients take the next step.