Craig Randall Mastery Programs

Dates and Locations - Mastery Program Overview - Agenda

Triple Your Business In 2009!

Imagine what would happen to your production if you could increase your appointment ratio to 80% or more. How many more people could you help? What would happen to your production and revenue? Craig's last trainee earned $90,000 in commissions her first month!!

Learn Seminar Secrets From Craig Randall, one of the nation's top producers. Learn everything there is to know about his 100% turnkey seminar program.

Dates and Locations:

Costa Mesa, CA
Mastery Program:

2008
December 4th, 5th, 6th, 7th

2009
April 2nd, 3rd, 4th, 5th
July 30th, 31st, August 1st, 2nd
November 5th, 6th, 7th, 8th

Mastery Program Overview:

Thursday: This life changing, career changing course focuses on the seminar and the appointment setting process. The majority of the time is devoted to learning Craig's seminar which is an integral part of the appointment setting system. You will see Craig give his presentation and then you will go through it slide by slide. When this day is done you will have the confidence to give this seminar after a few more hours of practice.

Craig will give you all of his forms, letters, appointment setting cards, calendars, and everything else you will need to use his highly effective appointment setting system.

You'll learn everything Craig does!

How To Use his Proven Repeatable System that turns agents into seminar superstars overnight.
How to use Craig's spectacular power point presentation.
How to set up your seminar to get an 75% + appointment ratio.
How to get maximum results at your first appointment.

Sample of materials you will receive:

Seminar Worksheet
Personal profile worksheet used at seminar.
Confirmation Letter.
Change of Appointment Letter.
Copies of Craig's follow-up newsletters.
Craig's PowerPoint Presentation!

Friday, Saturday, and Sunday morning: Craig will focus on what to do when the prospect arrives in your office. The goal is to increase your closing percentage to a significantly higher level than you are currently experiencing. In addition to learning how to handle the first and second appointments, time will be spent on product knowledge and the Retirement Planning software program. This will be extremely valuable time spent with Craig and 20 or so fellow agents, some who have been using Craig's system for years. The impact of this weekend course on your production should be extremely powerful. Attendees should bring a financial calculator that has present value and future value functions.

The Mastery Program will be enough to take your business to levels most agents consider unattainable. When an agent reaches a level of $400,000 in production for at least four months in a row they can then attend the Craig Randall Wealth University: The Inner-Circle Program. Agents who have not reached that level of production should keep attending the mastery programs until they have reached this level.

Craig Randall Wealth University: The Inner-Circle Program: How to manage a 20 million plus financial service operation and complete review.

Friday, and Saturday: Many people ask us how Craig manages one of the nation's top producing financial service operations with only two employees! It is amazing, and the answer is that Craig is a master at setting up systems. He is even more adept at teaching those systems to others. This weekend course will focus on how to run an top producing financial service operation with minimal expenses.

Advanced product knowledge and financial planning strategies to include:

Premium Finance Life Insurance
Estate 2nd to Die LIfe Insurance
IRA Maximization
Annuity Maximization
Roth Conversation

Conference Calls with Craig:

Mastery Program attendees will participate in conference calls twice every month with Craig. These calls will allow you to get feedback immediately from Craig as you implement what you have learned. These calls will be invaluable. They will all be taped and made available to all boot camp graduates.

Personal Coaching:

You will receive personal coaching with Clyde twice a month for 30 minutes per session. We have found that this coaching is absolutely vital to each advisor's successful implementation of the knowledge gained at the mastery programs. With the personal coaching and twice monthly conference calls with Craig you will receive all the support you need to master this powerful system. We now know, from years of experience with our program, that any truly committed agent who takes advantage of the coaching, the conference calls and attends at least two advanced boot camps a year will succeed in achieving or exceeding their personal goals. Craig is now giving personal coaching to those agents that qualify.

Ongoing Support:

The AIP Marketing Alliance will be providing back office support for all your insurance and annuity business. PlanMember Securities is our Broker Dealer for those who have securities licenses. They are an excellent organization geared to providing support to the independent agent.

The RMG staff will be available on a daily basis for any questions that arise. Our staff is well trained to enthusiastically support all RMG agents and help them achieve the stratospheric levels of production most agents just dream about.

Mastery Program Agenda

Thursday:

8:30 - 9:30		Orientation by Clyde Cleveland & Craig Randall Gathering Special Interest Areas of Attendees.
9:30 – 9:45		The “3” Crucial Steps in determining your most productive geographic market area & identifying your Target Market for maximum results
9:45 - 10:00		The Proven Technique to Fill your Seminars with Qualified Prospects
10:00 – 10:30		The “5” Key Elements that MUST be accomplished to prepare the seminar site
10:30 – 11:30		The “8” Steps that are CRUCIAL to insure a Successful Seminar
11:30 – 12:30		Lunch
12:30 – 1:30		Actual Seminar Presentation by "Craig Randall"
1:30 - 2:00		Closing Techniques you MUST KNOW to set appointments with 70 to 85% of the seminar attendees.
2:00 - 4:30		Individual Seminar Presentation Coaching

Friday:

8:30 - 9:30		Develop a *"Success Blueprint"* Unlock Your Potential
9:30 – 10:30		Review Seminar Process Advanced Presentation *Techniques*
10:30 – 12:00		First Appointment Process The CRITICAL first 5 minutes. Advanced Relationship Building Techniques. The SECRET you must know to maintain control of the appointment. Two strategies that guarantee a second appointment.
12:00 – 1:00		Lunch
1:00 - 2:00		The 2 things that must be done after the 1^st appointment. Preparation for the 2^nd appointment.
2:00 – 3:00		Second Appointment Process The technique you "must use" to develop trusting relationships
3:00 – 4:00		Learn communication techniques that *eliminate* **any objections** before they occur.

Saturday

8:30 – 9:30		Third Appointment Process How to position yourself as "The Trusted Advisor." Transition to paperwork.
9:30 – 10:30		Methods to *create lifetime relationships* with your clients
10:30 – 12:00		Advanced Product Training
12:00 – 1:00		Lunch
1:00 – 5:00		Case Studies & Role-playing

Sunday

8:30 - 9:30		Simple research strategies that close business.
9:00 – 10:00		Retirement Planning Software Advanced Training Application Techniques that close business.
10:00 – 10:30		Referral techniques that work every time.
10:30 – 11:00		Create an action plan to actualize your Success Blueprint

Graduates of the Mastery Program, that meet certain production requirements, qualify for The Craig Randall Wealth University: The Inner-Circle Program.