What
it is
EQ Boot Camp:
a 3 1/2 day training camp for individuals
looking for excitement, high income, self-satisfaction, team-work,
self-employment, or even a new career.
MTA Certification: and now the EQ bootcamp is followed by the
long-awaited MTA training, a full day of knowledge, professional
instruction and case studies related to Money Technologies. Total
training: 4 1/2 days, with 15 to 20 instructors,
all professionals in their respective fields!
Who
Should Attend
-
Entrepreneurs
-
Business builders
-
Marketers
-
Insurance
agents
-
Real estate
agents/brokers
-
Mortgage
agents/brokers
-
Loans
processors and originators
-
Individuals
in (work) transition
-
Close-to-retirement
individuals
How You
Will Benefit
- Acquire the skills, tools and
techniques to identify, evaluate and establish individual and family
financial plans
- Recognize the importance of planning
and learn to develop an effective marketing plan
- Gain expertise at evaluating
financial strategies, collecting vital competitive intelligence and
researching new markets
- Learn the components of an effective
marketing communications mix for financial services
- Explore the world of money -
"how it's made!"
- Understand the impact of the
Internet on marketing strategies
- Enhance your knowledge of marketing
segmentation, life cycle extensions, product positioning and more
- Learn how to maximize sales force
and financial services relationships
- Learn how to become a trainer, coach
or manager of your own Equidigm team
What
Will Be Covered in the EQ training
- Company's vision, mission and policies
What makes Equidigm a unique company
The importance of integrity, and code of conduct
How we care for our clients
How we treat our team members
- What we offer to potential
clients
How to convert from an "old mortgage" to THE
"new mortgage"
How to take advantage of the revolutionary "3-in-1"
financial strategy (mix of
mortgage, insurance and the money technologies approach)
The Full Nest program
How to choose between a wide
variety
of financial products & services
How to get out of debt, now!
How to take advantage of certain money technologies
Share the secrets of the wealthy families, and adapt them to the
average families
How to pay off a home earlier, build a retirement fund and
financially protect the family, all without increasing your
existing out-of-pocket output
How to afford to send your children to the very best
colleges
What the "Customer-first approach" really means, and
how to make it work
How to buy a car and make it pay for itself. How to do the same for
most large ticket items.
- What we offer our team members
How we train
How we get them ready
How to generate leads & pre-set appointments
What is this Recession-proof industry
How you can work Part-time with a Full-time pay
How to work in collaboration, not in competition with other team
members
How you can financially benefit from the work of all the other
team members
- Training structure
How and why
Theory Vs Practical information
Software training
Role playing
Getting ready to really make it happen
Continuing education & training
- EQ Advisor
What it is
What is the role of an EQ Advisor
What's in it for you
- The meat!
The mix: mortgage, life insurance, indexed annuities, Business
financing and the Full Nest program
The result: A. very happy clients, and B. money in your pockets
Compliance: local, state and federal
- Marketing: The Big Picture
Differentiating marketing from sales
The marketing mix: conventional Vs new ways
Leads: self-generated Vs generated for you
- Mapping Out Your Strategy and Creating a Marketing Plan
The key strategic positions in the market
Defensive, attack, niche and guerilla strategies
Strategic Planning: individually, and/or as a team
- Proper image
What works best for you
Best colors, style
- Putting it all together
What, When, Where, Why and How?
What's next!
What
Will Be Covered in the MTA Certification
program
- B2B
The revolutionary way to fund a start-up or existing company
How to get a constant cash-flow, with or without sales
How to never run out of money for the business
The role of an MTA (Money Technology Advisor)
- For individuals
Reallocate assets to generate constant cash-flow
Purchase depreciating assets (cars, boats, RVs, etc) that pay for
themselves
Pay off home much faster, and retire much sooner
- Click
here for more topics to be covered!
Additional
Information
What is included
- The Equidigm training &
licensing includes:
- Professional Boot Camp Training, giving you 25 EQ-CEUs (Education
credits)
- Continuing EQ education/training
- Marketing License
- Course materials
- Required Equidigm software
- Snacks during breaks
- Appointment with appropriate lenders & insurance companies
- Other elements as made available at each training
- The MTA training & Certification includes:
- Professional training
- 20 EQ-CEUs (Education
credits)
- Certification
- Course materials
- Snacks during breaks
Registration
Fee
-
FULL TRAINING: 3 1/2
days (one evening and 3 full days) for Equidigm plus 1 day for MTA,
of professional training &
transformation - Total 4 1/2 days Total cost of
EQ boot camp and MTA certification is $2,500 for each training, for
a total of $5,000. Equidigm is offering scholarships of $4,000
to all accepted attendees so the actual cost for the upcoming
training in Salt Lake City is only $1,000 (reserve
your seat with $500 deposit).
See details on payment options on the Training
Fact Sheet
-
REVIEW (by existing EQ Agents):
Cost is $50 for the full or partial training.
-
Existing agents/clients: existing clients of
EQ may qualify to attend
with no out-of-pocket-money.
© 2008, Equidigm Financial Solutions, LLC |
