ONBOARDING
OUR LEADERSHIP
TEAM CALENDAR
EVENTS & CONTESTS
LOCATIONS
FAQ
JOIN OUR WHATSAPP COMMUNITY!
ONBOARDING
LICENSING
Each licensed allows you to provide different solutions to families and business.
ONBOARDING
Group Training, Individual Training, Setting Up Client Appointments, and Completing Client Research to help families and businesses reach their goals and dreams faster!
how do we spend our days?
ONBOARDING
Group Training, Individual Training, Setting Up Client Appointments, and Completing Client Research to help families and businesses reach their goals and dreams faster!
How long does it take to get paid?
ONBOARDING
Group Training, Individual Training, Setting Up Client Appointments, and Completing Client Research to help families and businesses reach their goals and dreams faster!
What does onboarding look like?
- State Background Check & Onboarding Paperwork
- Signup for Life and Health Pre-Licensing Training
- Schedule Life and Health Exam
- Sign Into Slack, WhatsApp, and bookmark the team website
- Complete Personal Financial Strategy Intake with Spouse or Significant Other
- Review Goals and Schedule Group and Individual Training
- Complete Personal Financial Strategy Review with a spouse or significant Other
- Review Marketing Strategy
- Develop List of _______________
- We strongly recommend that everyone starts by mastering a common sense invitation that clearly states intentions and expectations.
- In the beginning, at least 1 trainer will be assigned to help you conduct appointments, phone calls, client research, etc.
- Have faith that when you put the right people in the room together great things can happen.
- The purpose of the Drop By is to transition a conversation or a relationship into the realm of
Fast Start 1 (F1)
Fast Start 2 (F2)
Fast Start 3 (F3)
ONBOARDING
In the beginning, at least 1 trainer will be assigned to help you conduct appointments, phone calls, client research, etc. Have faith that when you put the right people in the room together great things can happen. We never “look” for clients or new teammates. Do I need to sell you on having an extra one to two hundred thousand dollars in retirement tax free? There are many businesses and professions; this is most definitely not for everyone and that’s okay.
our process
Onboarding or
Client Process
Corporate Overview
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Master the Invitation
Drop By
We strongly recommend that everyone starts by mastering a common sense invitation that clearly states intentions and expectations.
The purpose of the Drop By is to build trust and credibility a conversation or a relationship into the realm of ______.
Financial Strategy
Review
Financial Strategy
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Helping families and businesses grow and protect their wealth since 2010.
Trained by accountants from the words largest consulting firm.
Focused on comprehensive financial planning.
Team Summit
Transamerica Financial Advisors, Inc.
World Financial Group
Please note, this website is for INTERNAL use ONLY - The Cacciamatta Family uses this to coordinate and organize both our businesses and personal life. The contents of these pages are ONLY intended for the Family and Friends of the Cacciamatta Family. Thank you very much for your consideration.
5250 South Roslyn St. Suite 240
Greenwood Village, CO 80111