Course curriculum

    1. Welcome to Client Manager Training

    2. About JDL Group

    1. 1st Meeting - Meeting Structure

    2. 1st Meeting - Example 1 - Single

    3. 1st Meeting - Example 2 - Couple

    1. 2nd Meeting - Structure

    2. 2nd Meeting - Example 1

    3. 2nd Meeting - Example 2

    1. The JDL Guide

    2. The Game

    3. Client Manager Guide

    4. Client Manager - Day 1 Test

    5. Client Manager - Day 2 Run Sheet

    1. The Client Manager

    2. The Process

    3. The First Presentation

    4. Creation of the Preliminary Status Report (PSR) - Parei aqui o DESIGN DOCS novos

    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
  • 97 lessons
  • 3 hours of video content