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!

Sep
30
Wed
Symmetry Financial Group – National Call
Sep 30 @ 12:00 pm – 1:30 pm

The Symmetry Financial Group National Call is a must! You will learn how other agencies and producers are performing and hear from the Top Producers and Agency Owners on how to win big with Symmetry!

NEW Webinar Link: zoom.us/j/571684240

Oct
1
Thu
Leadership Toolkit Session
Oct 1 @ 11:00 am – 12:00 pm

We are excited to partner with GIANT Worldwide to provide some extremely high-level Leadership training for everyone in the agency. We will be taught some practical leadership toolkits from the Leadership Team and then break out into groups to have a facilitated conversation on how to implement these tools into our leadership and culture.

The Video Link for this event will be posted 30 minutes before it starts in SLACK.

Master Agency Builder’s Video Conference Call
Oct 1 @ 12:00 pm – 12:30 pm

If you are growing an agency or you want to start learning the skills to be successful at it, mark your calendar for this weekly meeting. We discuss challenges, best practices, tools, new systems, and leadership skills for each agent to grow a dynamic agency!

Leadership starts with you!

Join this Zoom Meeting: https://zoom.us/j/668766008

Meeting ID: 668 766 008

Oct
2
Fri
Cincotta Baseshop Call
Oct 2 @ 10:00 am – 11:00 am

Join the Cincotta Baseshop Call every Friday at 10 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://zoom.us/j/929738576

Santos Agency Call
Oct 2 @ 10:00 am – 11:00 am

Join the Pendleton-Santos Master Agency Call every Friday at 10 am CST.  We will be providing High Support and High Challenge to everyone that is joining the Pendleton-Santos Master 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://zoom.us/j/929738576

Smith Master Agency Video Conference
Oct 2 @ 11:00 am – 12:00 pm

As you begin to learn the systems for high production in the agency you will want to mark your calendar for this weekly meeting. You will learn from some of the top producers and leaders in the agency.  They will discuss best practices, skill sets, and tools that have helped propel them to the top of the agency.

Leadership starts with you! Let’s learn together!

Video Info: https://zoom.us/s/772514841

Phone Team
Oct 2 @ 4:00 pm – 5:30 pm

Join the team as we schedule meetings together. Learn from some of the best appointment setters in the agency!

Join from PC, Mac, iOS or Android: https://zoom.us/j/237353786

Oct
5
Mon
Symmetry Sales Training
Oct 5 @ 11:00 am – 11:30 am

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.

Colburn Master Agency Meeting
Oct 5 @ 11:30 am – 12:30 pm
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://zoom.us/j/936807065

Meeting ID: 936 807 065

Oct
6
Tue
Colburn Baseshop Call
Oct 6 @ 11:00 am – 12:00 pm

Join the Colburn Baseshop Call every Tuesday at 11am 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://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: 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