Hay Hierarchy

  • Casey Hay

    • Investment Appointment

      1 hour

    • Entry Level Financial Advisor

      45 minutes

    • Business Plan Meeting

      1 hour

      * Learn how to build a bonus
      * Learn how to grow your client base
      * Create your training list

    • New Agent Financial Game Plan

      1 hour

      * Create your own financial house
      * See the software we use with clients

    • Field Training Appointment

      30 minutes

      Help our new agents gain confidence & competence while learning new skill sets.

    • Coaching/Mentorship

      1 hour

    • Complimentary Financial Game Plan

      1 hour

      This appointment is to discuss the money wizard review points that you were most interested in from our 1st appointment.

    • Personal Appointment

      2 hours

    • Zoom Coffee Date

      30 minutes

    Client Appointments

    • Interview Follow Up

      1 hour

      2nd round of interview process.
      Application submission.

    • Client Follow up

      30 minutes

    • Video Follow Up

      1 hour

    • Discovery Call

      15 minutes

    • Business Interview

      1 hour

      Learn more about who we are as a company, what we do for clients, & what’s in it for you. Find out if we have a mutual interest.

    • Field Training Appointment

      1 hour

      Help our new agents gain confidence & competence while learning new skill sets.

    • Complimentary Financial Game Plan

      1 hour

      Find out how we can help you become properly protected, debt free, & financially independent.

    • Investment Appointment

      1 hour

      Worried about investing during changing economic times? Let us help get you on the correct path for you.

    • Client Solutions Services (A&H, Vivint, PLPP)

      30 minutes

      Would you like to see if you can save some money on your auto & home owners insurance? What about home security/automation, is that important to you? And a will, something we all need & most never get around to. Let us help!

    Coaching

    • Drill for Skill

      1 hour

    • YouTube Channel

      2 hours

    • Core Development Group

      1 hour

    • Sisterhood Leadership Team

      1 hour

    • Branding Coaching

      2 hours

    • Licensing Specialist Meeting

      1 hour

    • BIB Building out Kajabi

      2 hours

    • Advisor Pro's

      1 hour

    • Verification of Progress

      15 minutes

      Please come prepared with your sheet filled out & some feedback on what worked well during the month & what didn't work well.

    • Trainers Certification

      1 hour

    • 1 on 1 Orientation

      1 hour

    • Coaching/Mentorship

      30 minutes

    Crystal Leonhardt

    • Primerica Business Interview

      30 minutes

    • Financial Advisor Information Follow Up

      45 minutes

    • Business Plan Meeting

      1 hour

      * Learn how to build a bonus
      * Learn how to grow your clients base
      * Create your training list

    • New Agent Financial Game Plan

      1 hour

      * Create your own financial house
      * See the software we use with clients

    Dillion Galdi

    • Business Interview

      1 hour

      Learn more about who we are as a company, what we do for clients, & what’s in it for you. Find out if we have a mutual interest.

    • Complimentary Financial Game Plan

      1 hour

      Find out how we can help you become properly protected, debt free, & financially independent.

    • Field Training Appointment

      1 hour

      Help our new agents gain confidence & competence while learning new skill sets.

    • Investment Appointment

      1 hour

      Worried about investing during changing economic times? Let us help get you on the correct path for you.

    • Interview Follow Up

      1 hour

      2nd round of interview process.
      Application submission.

    • Coaching/Mentorship

      1 hour

    Hay Hierarchy

    • Phone Blitz

      1 hour

    Kelly Ann Schneider

    • Primerica Business Interview

      30 minutes

    • Entry Level Financial Advisor

      45 minutes

    • Business Plan Meeting

      1 hour

      * Learn how to build a bonus
      * Learn how to grow your client base
      * Create your training list

    • Business Interview

      1 hour

      Learn more about who we are as a company, what we do for clients, & what’s in it for you. Find out if we have a mutual interest.

    • Field Training Appointment

      1 hour

      Help our new agents gain confidence & competence while learning new skill sets.

    • Complimentary Financial Game Plan

      1 hour

      Find out how we can help you become properly protected, debt free, & financially independent.

    • Investment Appointment

      1 hour

      Worried about investing during changing economic times? Let us help get you on the correct path for you.

    • Discovery Call

      30 minutes

    Mara Ramirez

    • Field Training Appointment

      30 minutes

      Help our new agents gain confidence & competence while learning new skill sets.

    • Interview Follow Up

      30 minutes

      2nd round of interview process.
      Application submission.

    • Business Interview

      1 hour

      Learn more about who we are as a company, what we do for clients, & what’s in it for you. Find out if we have a mutual interest.

    • Coaching/Mentorship

      30 minutes

    • Client Follow up

      30 minutes

    • Complimentary Financial Game Plan

      1 hour

      Find out how we can help you become properly protected, debt free, & financially independent.

    • Zoom Coffee Date

      30 minutes