Phase 2 Investment: $10,000 upfront 

PHASE 2 IS OPTIONAL

2 Days on site training

Weekly calls 

***

Days 30 to 60: Included in annual program

This is where the Loyalty Center ™ goes live.

This Includes: 

TEAM TRAINING: 

• Loyalty Center role clarity
• Conversation execution
• CRM usage
• Follow-up standards
• Appointment setting
• Confidence and consistency

ADVISOR INTEGRATION: 

• Advisor expectations 
• Trust-based handoff process 
• When to introduce the Loyalty Center ™ 
• Acquisition positioning  
• Incentive alignment 
• Daily advisor rhythm

MANAGEMENT TRAINING:

• GM coaching
• GSM coaching
• Service Director coaching
• How to read Loyalty Center reports
• How to correct breakdowns
• How to enforce the daily rhythm

LIVE EXECUTION

• Running the Loyalty Center with the team
• Fixing bad habits
• Correcting handoffs
• Tightening conversations
• Building confidence
• Creating daily momentum