Portal / Client Management

How Do I Submit Client Documents
All documents must be submitted through your secure portal.   For security reasons and proper tracking, documents cannot be submitted via fax or email. ...
Tue, 7 Jun, 2016 at 4:43 PM
What Devices Can I Use the GMG Savings App On?
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
What to do on an Appointment?
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
How Do I Book a Discovery Call?
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
How do I download leads from my Portal?
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
How to Use Weekly Focus Activities
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
How to Use the Support Solutions Base
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
How Can I Run a Test or Demo Presentation Pro?
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
Elevator Pitch, Your First Step to Success
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
How to make quick upfront commissions ...
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