Getting Started
Begin with the right steps to success!
Welcome to the Family!
PHASE 1: TIME TO PLAN
Before diving in, the first thing you should do is save the conference call numbers and schedule them in your calendar. If you’re not plugging into these calls on a weekly basis, you are missing out on one of the most valuable resources in the Colburn Agency Culture. These conference calls give you an opportunity to hear from some of the most successful agents and managers in the company to help you significantly cut down on your learning curve. Each meeting is specifically crafted to drive learning and fast success!
Join us every week for the Symmetry Financial Group sales training call. This webinar is hosted by different Symmetry producers to help you get quick tips on effective sales. The call is around 30 minutes and is right before our weekly Master Agency call. During our weekly Colburn Agency Meeting, you will want to be on the video conference to take full advantage of the planning and interaction. During this meeting, we discuss the team numbers, goals, and spotlight the top producers that are plugging into the system and getting consistent success. Join from PC, Mac, iOS or Android: https://us02web.zoom.us/j/936807065?pwd=QnNqSVFZU3pobFJad2poUVZzSjhLQT09 Join the Cincotta Baseshop Call every Tuesday at 9 am CST. We will be providing High Support and High Challenge to everyone that is joining the Cincotta Agency family. During this video conference, we will be talking about best practices for fast success and tracking our activity numbers against what the system requires for success. This will for sure be one of the quickest ways to get Fast Traction in your business! Join us: https://us02web.zoom.us/j/730005260 Join the Colburn/Brown Baseshop Call every Tuesday at 11 am CST. We will be providing High Support and High Challenge to everyone that is joining the Colburn Baseshop family. During this video conference, we will be talking about best practices for fast success and tracking our activity numbers against what the system requires for success. This will for sure be one of the quickest ways to get Fast Traction in your business! Join us: https://us02web.zoom.us/j/475809565?pwd=VVo5Z2ZkdnJPSWV4bjV4N1V4TTZhZz09 Join the Colburn Baseshop Call every Tuesday at 11 am CST. We will be providing High Support and High Challenge to everyone that is joining the Colburn Baseshop family. During this video conference, we will be talking about best practices for fast success and tracking our activity numbers against what the system requires for success. This will for sure be one of the quickest ways to get Fast Traction in your business! Join us: https://us02web.zoom.us/j/475809565?pwd=VVo5Z2ZkdnJPSWV4bjV4N1V4TTZhZz09 This bi-weekly video conference is specifically designed for the Dilbert Agency! Join the Video Conference every Tuesday at 11 am CST. We will be providing High Support and High Challenge to everyone that is joining the Dilbert Baseshop family. During this video conference, we will be talking about best practices for fast success and tracking our activity numbers against what the system requires for success. This will for sure be one of the quickest ways to get Fast Traction in your business! Join us: https://zoom.us/j/475809565.
PHASE 2: REGISTER FOR SLACK
Slack is our team communication platform!
Before you proceed, make sure that you have the name of your Recruiter and direct upline Agency Owner handy!
PHASE 3: CREATE A FREE ZOOM ACCOUNT
Zoom Video Conferencing is used on a daily basis…
…you will want to create a free account that will be used for logging into Agency meetings, phone team, and client meetings. In order to authenticate you as a Zoom user, you will need to setup a new account.
This is EXTREMELY important for the breakout sessions that occur in the Master Agency.
MAKE SURE YOU USE THE EXACT EMAIL YOU USED TO SETUP YOUR SLACK ACCOUNT!
PHASE 4: ATTEND THE NEXT EVENT!
Rescheduled but coming soon…
PHASE 5: ORIENTATION
Access our Agent Website & Sign Up for Licensing
You will be directed to register for the website first before you can access the Orientation Course