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!
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 A unique experience that will be sure to supercharge your growth with Colburn Financial! During this coaching experience, you will be broken into small groups that will allow everyone the opportunity to get exactly what they need! What’s holding you back? How are you holding yourself accountable? How are you adjusting your goals and plans to maximize your success? Make sure you jump on the video conference on time so you won’t miss out! Once the breakout sessions begin we won’t be able to add you to your group, so you won’t want to be late! Join from PC, Mac, iOS or Android: CLICK HERE 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: CLICK HERE 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 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://us02web.zoom.us/j/237353786?pwd=UWVQZUFnQjFBTW1jQlhCMnh6VDhPdz09
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 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