Spotter Program, Monday Master Class, & the Power Hour
This is a training session led by Bobby Esposito, discussing the Spotter program, Monday Master Class, office hours, and the Cornerstone Power Hour.
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Training Category: Cornerstone
A New Quarterly and Yearly Bonus Structure
Discussions on positive personal and business developments, a new quarterly and yearly bonus structure, and leaderboards for life and FIA insurance sa…
Comprehensive Financial Planning Session
The training covered a comprehensive financial planning session for a client seeking life insurance, including a side-by-side comparison of current an…
Maximizing Social Security Benefits & Managing Finances
This training session aims to build confidence in driving warm market and clients to the seminar. A video of the seminar is available for review.
New Recruitment Video Showcased
In addition to the ongoing weekly team training, the new recruitment video was showcased in person and online for all of the Cornerstone team to see.
Client Connections, Growth, & Rewarding Incentives
The team focused on personal growth and client relationships and discussed upcoming company trips and sales incentives for professional growth.
Spotter Program: Advisor Training and Lead Generation
The Spotter Program empowers advisors with training, leads, and shared costs for successful financial seminars, ensuring effective client engagement a…
Trusting Your Instincts for a Strong Start in the New Year
Join Cornerstone Team's uplifting session, celebrating successes, birthdays, and emphasizing the power of trusting instincts for a successful start.
Achievements, Business Lessons, and Book Club Kickoff
Reflections on 2023 business lessons, sales achievements, and the launch of a new year-long book club for Cornerstone associates.
Navigating Estate Planning Essentials
Crucial estate planning strategies, emphasizing wills, trusts, and healthcare directives for all ages. Plus event updates!