Get to the Top 1%
of the Industry.
SCALE THE SUMMIT WITH TOM HEGNA
BASECAMP - GEAR UP
Get equipped with the foundational education to be as successful as possible in financial services. The Event Bundle is for both first year reps and industry veterans. It includes all the basics needed to get started on the right foot, and it's an ideal way to gear up for your personal journey to the top. Everything you need, nothing you don’t.
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STAGE 2 - EXPAND PRODUCTION
Once the foundation is in place, and base camp is in the rearview mirror, it’s time to move to the next stage. Build your practice, and expand personal production through strategic prospecting. Utilize one of Tom’s bestselling books, Don’t Worry Retire Happy or Paychecks and Playchecks, as a prospecting tool that adds value. Write a personalized card, stick it in the book, and drop it in the mail, or even better, drop it off in person. Connect with your prospects on a whole new level. Cases of 32 books available at discounted rates.
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STAGE 3 - OPTIMIZE PRACTICE
Time to get creative, and find more customers, leads, and referrals. You’ve sent a book to every prospect that you know, and it’s working. Now let’s optimize your practice by getting involved in the community and helping retirees with educational seminars and one-on-one presentations. Learn to present, and gain access to the tools that deliver winning presentations with the Seminar Slide Deck Bundle that includes Tom’s three most effective seminars.
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STAGE 4 - STAND OUT & DIFFERENTIATE
Things are looking up. Prospecting, referrals, and sales are consistent. Climb a little higher, enhance your offerings, build more trust, and stand head and shoulders above the crowd. Stage 4 is the perfect place to align your brand with the Tom Hegna brand. Custom Book Packages allow you to become a contributor to one of Tom’s Bestselling Books with your name, photo, logo, and bio alongside Tom’s.
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THE SUMMIT - RECRUIT & TRAIN
The view has changed as you’ve made your way to the top. Now that you’re at the summit, the real work begins. In this final stage, it’s time to recruit and build your own team of advisors to cement your legacy, and put a succession plan in place. These new advisors will come in at the basecamp level just as you did. They will need a guide and training to help them along their way. There’s no need to go at it alone. With a Tom Hegna On Demand Corporate Account, you can hold all your employees accountable; focus their efforts on specific areas of need, and give them the winning words, questions, language, and stories to make the business thrive. If you’ve made it to the top, this is a real no brainer.
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