Best Practices / Coaching

How Does a Client Activate Their Client Portal?
Each client has access to their Client Portal that will allow them to access their documents securely.  A Client may activate their Client Portal at anytime...
Tue, 26 May, 2020 at 2:44 PM
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...
Thu, 12 Mar, 2020 at 11:33 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
How Do I Use Ask a Question/Tell a Story?
One of the tools at your disposal is ability to ask a question and share stories direct with Executive Management via your GMG Savings App. This is a great ...
Thu, 16 Apr, 2020 at 11:42 AM
How Can Cost Segregation Generate Immediate Cash Flow For My Client
With the exciting change brought about by the CARES Act, Cost Seg is a more attractive option for clients than ever before. Several notable changes include ...
Thu, 16 Apr, 2020 at 11:56 AM
What is My Commission for ERC?
Commissions are outlined in your Agent Agreement.  As ERC is a Hiring Incentive, the commission is listed as Hiring Incentives.  You may also review the...
Mon, 1 Jun, 2020 at 2:05 PM