Initiation Webinar


link to schedule webinar is https://seniorleads.com/register



link to attend webinar:  https://event.webinarjam.com/go/live/1/k3z22i2tns2s1

ATTEND the entire time as the software tracks if you attended.  Be there at the beginning and remain through the end.


We have also uploaded a recording to youtube:  https://youtu.be/SjT59kFzlRE


Training videos: no password needed seniorleads.com/training

To watch each video, enter the same email address you used to register for Seniorleads

NOte: we have backup copies of the videos posted on youtube--see the bottom of this article for the links



IN ORDER TO GET CREDITS FOR LEADS THAT DO NOT MEET THE GUARANTEE, YOU MUST ATTEND THE INITiation WEBINAR AND COMPLETE THE TRAINING VIDEOS.


If you have registered for Seniorleads but have not yet activated your account, you can still log into your seniorleads account with the username and password you selected


Back office account: https://www.seniorleads.com/app/login



Your booklet account is not activated until your seniorleads account is active (the date when we charge your credt card and your leads start.  But you can access a dummy account and see the information you need to create your booklets:


Dummy booklet account:

User:  visitor@advisorbooklets.com

Pw: laststop


Download copy of booklets

https://advisorbooklets.com/samples.php


Watch all of the training videos first

  1. Training videos: no password needed seniorleads.com/training
  2. Print out and study a copy of your guide How to Follow-up on Your Prospects
  3. Listen to the audio recordings in your back office
  • -Recordings from other advisors and agents with tips and insights on how to get the most from the system (link on left side in back office "Successful Advisor Tips"
  • -Listen to Sample Follow-up Calls


Audio Samples of Initial Calls to Senior Leads Prospects —
Note that in all cases, the goal is to move beyond the objections by asking the right questions and setting the appointment or moving the conversation to the logical next step.

General Calls
Listen to Sample Follow-up Calls

"I didn't order the booklet" or "I don't remember"
Listen to Sample Follow-up Call

"I haven't read the booklet yet"
Listen to Sample Follow-up Call

"I'm on the do not call list"
Listen to Sample Follow-up Call

"I wanted a free laptop"
Listen to Sample Follow-up Call


Training Videos on Youtube


the training videos are posted on youtube at this location

https://www.youtube.com/channel/UCTELV6IfG601tXWDuzxiujw


the titles and links are


how to whitelist emails from seniorleads  
https://www.youtube.com/watch?v=RT7CFNCWipk&t=33s


seniorleads system overview
https://www.youtube.com/watch?v=IaghiEBeGu8


critical issues

https://www.youtube.com/watch?v=MLvT57GmGtw&t=27s


how to make changes to your seniorleads account

https://www.youtube.com/watch?v=gZgCqOwkDpY&t=331s


how to control seniorleads lead flow

https://www.youtube.com/watch?v=R77xzkmPG3Q&t=41s


seniorleads credits, billing and prospect tracking

https://www.youtube.com/watch?v=FBVz-ITx3-o&t=20s


personalize your booklets   https://www.youtube.com/watch?v=IDefjAhyn38

compliance  https://www.youtube.com/watch?v=klKNctR8nx0

consulting call    https://www.youtube.com/watch?v=qjO794Wto1Y