Course curriculum

    1. Welcome To Client Manager Training

    1. Client Manager Induction Training

    2. 1st Meeting - Part 1 - Julio discussing how it works, setting it up, steps and hints

    3. 1st Meeting - Part 2 - Julio presenting the first meeting to clients

    4. 1st Meeting - Part 3 - Julio presenting another scenario for the first meeting

    5. 2nd Meeting - Part 1 - Julio discussing sequence of events, steps and hints

    6. 2nd Meeting - Part 2 - Julio discussing and presenting another scenario, leading into setting up 3rd meeting

    7. 2nd Meeting - Part 3 - The JDL Experience – Julio discussing the steps, what to expect and hints

    1. Client Manager Guide

    2. Client Manager - Day 1 Test

    3. Client Manager - Day 2 Run Sheet

    1. Knowing JDL

    2. Julio's Story

    3. Who is the JDL Group?

    4. The JDL Guide

    5. The Game

    6. Philosophy

    1. The Client Manager

    2. The Process

    3. The First Presentation

    4. Creation of the Preliminary Status Report (PSR)

    5. In-House Powerpoint Presentation

    6. Engagement Form

    7. The Second Presentation

    8. The Third Presentation

    9. The Client Relationship Process

    10. The Chain Reaction System

    11. Contract Order Form

    1. JDLSoft Training Manual

    2. Wealth Creation Software

    3. Financial Wealth Check Handout

    4. Case Study 1 Handout

    5. Case Study 2 Handout

About this course

  • Free
  • 101 lessons
  • 3 hours of video content