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OUR LEADERSHIP
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LOCATIONS
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Monday Morning Meeting
The rudder of your week. Focus on simple and executable tasks and metrics that lead to success both part-time and full-time.
Dedric & Christina Martinez
7 am MST | 9 am EST
Brian Loiseau Monday
8 am MST | 10 am EST
Tuesday Night Corporate Overview & Agent Training
Learn the foundations of what you need in order to grow your business while your guests learn more about our opportunity and client services:
- 6 Steps of the Financial Strategy, Rule of 72, Active & Tactical Money management, Personal Pension Strategies, & Life Insurance
- 6 Steps of the Business Format System & The 8 Speed Filters
- Compensation & Advancement Guidelines
- Ad-hoc Group Training
Super Saturday - Fast Start School
Learn how to get off to a fast start in your business, brush up on the basics of how to get your newest person out into the field, and review our compensation package and advancement guidelines.
Every 2nd Saturday
8 am MST | 10 am EST
Super Saturday - 7 Steps to the Perfect Financial Lifestyle Strategy
Taught by veteran 34-year Certified Public Accountant focusing on taking the perfect intake while sitting knee to knee with a client. Learn exactly how to create the perfect environment with which to guide a client through achieving their financial goals and dreams.
3rd Saturday of Every Quarter
8 am MST |10 am EST
VIRTUAL TRAINING
To support our offices and people at a distance we offer live streams for in-person training and boot camps. Technical support is not offered. Please get in touch with your Senior Marketing Director with any questions, comments, or concerns.
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OUR LEADERSHIP
Team Summit
EVENTS & CONTESTS
Transamerica Financial Advisors, Inc.
LOCATION
World Financial Group
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5250 South Roslyn St. Suite 240 Greenwood Village, CO 80111
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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 Family and Friends of the Cacciamatta Family. Thank you very much for your consideration.
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