Training Videos and Initiation Webinar : Client Services

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/oBPephOE2qo

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 credit 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

Training videos: no password needed seniorleads.com/training
Print out and study a copy of your guide How to Follow-up on Your Prospects
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