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HonorShield Advisor Course
Communication with David and Kerry
Kerry - As Needed - Schedule 30 Phone Call - Email
[email protected]
if you aren't seeing dates soon enough.
Kerry - As Needed - Schedule 30 Minute Zoom Call
Recent Agent Success Calls
Agent Success Call Recordings
Quick Start Client Survey Kit
The Survey Questions
Scripted Responses for Follow Up
Client Questionnaires, Crystal Ball and Medical Pre-screen Questionnaire
Client Questionnaires, Crystal Ball and Medical Pre-screen Questionnaire
Shoe Leather Approach Plan (SLAP) and Care Funding Planning
How to Work with Non-Medical Home Care Agencies
Latest Care Community Workshop PPT
Walk in Concept Discussion and In-Service Ask
Assisted Living In-Service Script - Must adjust with no ICP
Assisted Living (MC & IL) In-Service Folder Contents to Print for Folder - Adjust for No ICP
Forms and Tools for CC Workshops and Appointments (1:22)
Read Only Forever Funding Pamphlet written for Assisted Living / Memory Care STAFF not Consumer
Sample CC workshop invite
3 Circle Conversation + Family Visual
AL, MC, IL Care Community Workshop Presentation
HonorShield's Multi-Generational Marketing Approach (June 2023)
Most Recent Public Workshop or 55+ Community Workshop LONG VERSION with GUEST SPEAKER
Meeting Request and Survey Form (Download link for the 2 sided pdf is at the bottom)
1st and 2nd Appointment Scripting and Flow (Use with the associated Materials)
1st Interview Discovery Materials John and Jane Doe
2nd Interview Presentation Materials John and Jane Doe
Blank Crystal Ball PDF Template All Pages
Crisis Case Presentation (Crystal Ball PDF)
OneAmerica
Link to all OneAmerica On Demand Hybrid LTC Training & Materials Platform
Old Stuff That You Can Learn From - Marketing and Presentations Archive
Sample Mailer Proof
Letter Written to go with book to current relationships
The Thinking Behind Your Success - An Overview
The History of Longevity Care Allocation Planning (15:55)
Here Is Our Message in 2023 in 20 minutes - Kerry Podcast Interview
Best Practices - Building a Storybrand Brandscript
Brandscript Drilldown (11:57)
Link to Mystorybrand.com
Teach online with
Link to Mystorybrand.com
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