Portal / Client Management
All documents must be submitted through your secure portal. For security reasons and proper tracking, documents cannot be submitted via fax or email.
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Tue, 7 Jun, 2016 at 4:43 PM
Downloading The App: The GMG Savings App is available by searching "GMG Savings" in: Apple App Store Google Play Store Other Devices: ...
Thu, 15 Jul, 2021 at 11:06 AM
The Three S's You Should Never Go Without One of the most common questions we receive is what to do on an appointment, or what works best when meeting...
Fri, 5 Oct, 2018 at 10:39 AM
Introduction Calls or a Discovery Calls are essentially the same call in that you are booking a call for you and your client to meet with an expert and...
Mon, 15 Aug, 2016 at 12:42 PM
The leads in your Portal are not able to be downloaded in .csv or .xlsx format at this time. The Portal is a full management system to keep all notes, acti...
Thu, 14 Dec, 2017 at 9:48 AM
Each week we will have a different set of goals and tasks. We will be launching social media videos, social posts, emails, scripts, and more. Your cli...
Thu, 11 Feb, 2021 at 9:06 AM
We have created a base of Support Solutions to help you along with using your system. This base includes articles created for various topics and is ever gr...
Thu, 24 May, 2018 at 10:00 AM
You may run a rest or demo Presentation Pro in your Portal. Keep in mind, you should only follow the below is you are learning how to run Presentation Pro ...
Tue, 26 May, 2020 at 2:44 PM
BONUS COACHING SESSION CLICK HERE An Elevator Pitch is a 30-60 second, well-crafted speech designed to sell a product, a service, or yourself. Wel...
Tue, 12 Jan, 2021 at 8:40 AM
Sooner or later every single advisor asks the same question, "How can I make quick upfront commissions?" The link below will take you to a 20 mi...
Wed, 19 Aug, 2020 at 9:01 AM