Craig Wear, CFP®/Rothology Partner Desk Portal

Contents

Training Videos for Advisors in the Rothology Partner Desk Program

Client Teaser Video
Client Intro Video
Video 1: Script - Welcome to the Rothology™ Partner Desk
Video 2: Who is Q3 Advisors and What is Rothology™
Video 3: How to get a Fast Start - Your 60 day Quickstart Guide
Video 4: Prequalifying Clients and Prospects
Video 5: How to refer a Client
Video 6: What to Say to Clients (and When)
Video 7: Handling Common Objections
Video 8: Using the Rothology™ Report to Generate Additional Opportunities
Video 9: Staying in the Loop - Your Role During and After the Plan
Video 10: What's Next? Scaling Rothology™

Partner Desk Comprehensive Training Guide

Comprehensive Training Guide-Partner Desk.pdf

Roth Conversions recorded mini webinar for advisors and advisor clients

Recorded webinar

OBBB Webinar Replay:

What One Big Beautiful Bill Unlocked for Roth Conversions (That Most Will Miss)

Email Templates

Advisor Email Templates to Clients.pdf
Link for Your Client to Schedule a Call

  • Free

Rothology Partner Desk Portal

  • Course
  • 17 Lessons