Introducing the Camas Wealth Builders Group: Elevate Your Business to the Next Level!

We are thrilled to announce the launch of our exclusive Camas Wealth Builders Group! This elite program is designed to help dedicated advisors like you significantly elevate your business. Here’s why this invaluable training is a game-changer that you won’t find anywhere else.

Our response has been phenomenal, and with the initial presentation of what this program is on July 15th, we still have room for more advisors who truly want a track to run on and to learn the power of relationship marketing at its best starting July 29th. This is a 13-week boot camp that includes weekly Zoom calls and training. It’s truly old-school training with a twist of today’s technology at our fingertips. Imagine if all the people you had done business with over the years were still your clients today—what would your life look like now?? That is why the power of relationships is invaluable. Having such a strong relationship makes you not just top of mind with your clients, but top of heart!

What Can You Expect from the Camas Wealth Builders Group:

• Relationship Marketing: Build stronger connections with prospects and clients using the best relationship marketing platform available.
• Customized Automation: Access a Virtual Assistant who will design customized automation programs, ensuring your clients and prospects always feel valued.
• Referral Generation: Learn how to get 3-5 referrals from every interview.
• Time Management: Improve your time management skills with daily, weekly, monthly, and annual planning to reach your goals. (Excel template provided)
• Sales Process: Follow a concise sales presentation process from setting appointments and fact-finding interviews to sales presentations, and most importantly, maintaining relationships.
• Personalized Support: Receive personalized sales illustrations and PowerPoint presentations for each sales presentation.
• Underwriting and Tracking: Benefit from full underwriting and business tracking support, allowing you to focus on what you do best—seeing people.
• Exclusive Access: Participate in an exclusive one-on-one Zoom meeting to explore additional areas where we can help you reach your goals.
• Prospect Building: Learn how to build a comprehensive list of prospects.
• Organization Skills: Enhance your prospect organization skills.
• Special Recognition: Gain special Camas Wealth Group recognition by achieving program goals.
• Weekly Accountability Calls: Join weekly Zoom group accountability calls to keep you on track.

Commitment and Next Steps:If you’re committed to success in an innovative and fun way, reach out to us. This is a rare opportunity to elevate your business with training that isn’t being taught elsewhere. Secure your spot now and be part of a transformative journey.

Looking forward to hearing back from you. Email Jim Carpenter Advisor relations at [email protected] or give him a call at 480-798-4318

This is going to be fun!