ADVISOR TOOLS
Advisor/Account Manager Shared Folder
Google Business Verification Process
Business Plan (Updated 9/7/18)
Training Tools
Intro to the new Groundbreaker Process
ADVISOR FORMS
Fusion Client Quarterly Check-in Form
Development Forms
Special Request Development Form
2018 Holiday Card Development Form
Execution Forms
Marketing Execution Hard Mail Plan
Digital Marketing Execution Plan
Special Request Execution Form
Fusion's Sale Process
- WORK TO GET THE INTERVIEW
- OFFER MORE VALUE
- DELIVER
ADVISOR ANNOUNCEMENTS
Make sure to send out reminders to your agents to watch Fusion's webinars and the weekly News Updates!
ADVISOR FUNDAMENTALS
ADVISOR TRAINING INTRO
This document is the guide for the Advisor to learn the business of coaching their agents. Your job as an Advisor is to guide your agents to long term success within Fusion’s business model. Through a series of training both in person online you will need to learn the concepts of being a coaching and Fusion;s business platform.
The Training Process -
Each section of the coaching concepts and steps will be broken into modules where you will learn, study then test to show your comprehension of the material. You may be mentored by a senior Advisor for a period of time to ensure your agent’s get the best possible experience from the coaching,
Each module will consist of
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The concept principles of the subject
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The practice of the subject
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The systems that are tied to that subject,
followed by a test about the subject.
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For example “The Welcome Call Advisor Introduction”, The training module will contain the description of the purpose for the call, the script of what to say on the call, and the process for documenting your results of the call
Training Subject Modules
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Principals
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Practice
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System
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Testing
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Training Subjects
Living Constitution Training
Advisor Back Office and Systems Training Training
Agent Recruiting Overview
New Agent On-Boarding Process
Back Office and Systems Founder Meeting
Agent Initial Analysis Meeting
Business Plan Meeting
Marketing Plan Meeting
All In One Meeting
Weekly Engagement Meetings
Skill Building
Buyer System Training
Listing Presentation Training
Daily Point Hunt Training
Referral Booster Meeting Training
Event Planning Process Training
CEO Team-Maker Training
Team-Maker Team Planning Meeting
GEO Farming Training
Agent Product Knowledge
ADVISOR BOOK LISTS
BUSINESS COACHING
& DEVELOPMENT
Good To Great
SALES
Pitch Anything
Influence
Crush It
Goals - How to get everything you want faster
Tribes
Start With Why
Building a Story Brand
FUSION LIVING CONSTITUTION TRAINING MODULE
Advisor Expectations & Be The Advisor You Would Hire
Testing coming soon see your supervisor for testing on this training module
Building Your Partners
The FGP Recruiting Process
(We are looking for people that fit our world view and ambitions. If they don't....... don't sell, don't try and convince, just move on, there are plenty of people who will be interested. Just find those people)
- Cold Call or Initial Greet (if you are at an event)
- Proposal
- Application
- Proposal
- Contract Overview & Signing
- More content for this module to come -
- See your supervisor for content -
Testing coming soon see your supervisor for testing on this training module
INITIAL ANALYSIS
Below are some samples of the Initial Analysis. Remember this meeting should give you the tools you need to be effective too, inspire, motivate, encourage, or correct, so do not short change this meeting or just go through the motions. Spend the time needed to do a GREAT job.
Testing coming soon see your supervisor for testing on this training module
FUSION BUSINESS PLAN