The Winning Pitchbook in a Box Complete Kit
The Winning Pitchbook in a Box Complete Kit will help you have better sales conversations and increase your opportunity to close new plans…
Developing Your Unique Process Advisor Training (Video)
Winning Pitchbook Formula and Advisor Training (Video)
7 Ways to Get Instant Authority Advisor Training (Video)
Building Your Value Proposition Advisor Training (Video)
Winning Pitchbook Editable Files (PPT/Keynote)
Service Proposal and Fee Schedule Template (MS Word)
Pre and Post Meeting Strategy (PDF)
Sample Winning Pitchbook (PDF)
Tailor Your Pitchbook Resources (PDF)
Advisor Evaluation Form Handout (PPT/Canva)
6 Tips for Changing Providers Handout (PPT/Canva)
Info Sheet for Changing Providers Handout (PPT/Canva)
Pre-Meeting Emails (MS Word)
Post-Meeting Emails (MS Word)
