SunBridge KEY Advisors

SunBridge KEY Advisors *Smart ~ Financial ~ Professionals*
Estate Planners & Financial Advisors ~ Are you ready?
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The KEY Advisor Introductory Workshop
INTRO. WORKSHOP 12 CLIENT WORKSHOPS CLIENT WORKBOOKS GET IT DONE WORKSHEET THE VAULT THE KEY	This 90-minute workshop for your current clients and prospective customers is an informative immersion in the SunBridge KEY Advisor Process. It follows the 12-step story-based process pioneered by Scott Farnsworth in his breakthrough book, *Double Your Sales: An Honest and Authentic Approach to Professional Selling.* It includes lots of thought-provoking discussion, practical activities, and powerful tools. It’s a giant first step toward helping clients create clarity, confidence, and control of their money and their life. When participants leave, they have new ideas, new skills, new tools, and a brand-new vision of what it would mean to them to live life on their terms. They have a clear understanding of how the SunBridge KEY Advisor Process works and why they will benefit from working with you. Our experience has shown that over 90% of participants leave committed to joining your SunBridge KEY Advisor client group.
The KEY Advisor "Straight Talk" Client Workshops
INTRO. WORKSHOP 12 CLIENT WORKSHOPS CLIENT WORKBOOKS GET IT DONE WORKSHEET THE VAULT THE KEY Register for Membership & Training	The heart of the basic phase of the SunBridge KEY Advisor System is a series of monthly “Straight Talk” Client Workshops, which are designed to give clients an insider’s view of how the financial and legal world works. During these 90-minute sessions, you show them how to sort through and take control of the many pieces of their financial and legal life. Here’s a sampling of some of the topics: Does Your Money Work as Hard as You Do?—Straight Talk about Investing Passing on Your Valuables and Your Values to Those You Love—Straight Talk about Estate Planning Taking Control of Your Money and Your Life—Straight Talk about Spending, Debt, and Financial Clutter Are You Covered?—Straight Talk about Life, Disability, Homeowners, and Auto Insurance Doing What You Love and Loving What You Do—Straight Talk about Finding and Living Your Life’s Purpose Getting Down to Business—Straight Talk about Starting Your Own Company Will Your Golden Years be Golden?—Straight Talk about Retirement Planning Each of these high-quality, high-involvement workshops is provided to you in turnkey fashion. For each one, you receive a complete PowerPoint presentation, client workbook, and an audio recording of Scott Farnsworth presenting the workshop live to a group of real clients. During the SunBridge KEY Advisor Program’s monthly coaching and conference calls, Scott will provide tips and training about how to create a masterful experience for your clients. As the process continues, you’ll discover that, month after month, you will enjoy a steady increase in confidence and client connection. At the same time, your clients will grow in their confidence in you and in their ability to de-clutter their financial lives, put their houses in order, get their ducks in a row—and keep them there. During the first year, you and your clients will develop a strong and lasting bond. Beyond the first year, SunBridge will provide you quarterly workshops, still in the same “Straight Talk” format, always on subjects of great interest to you clients, but with less intensity than in the first year. The other features and benefits of your total client service package will continue, but with fewer meetings. By then, you and your clients will be bonded for life.
Key Client Workbook
INTRO. WORKSHOP 12 CLIENT WORKSHOPS CLIENT WORKBOOKS GET IT DONE WORKSHEET THE VAULT THE KEY	Each client family in your SunBridge KEY Advisor program will receive their own KEY Client Workbook. Each month, they will add the attractive section that pertains to that month’s topic to their binder. By the end of the first year, they will own a handsome summary of their learning and growth, loaded with tons of Big Ideas, pearls of wisdom, and important insights on how to make their lives better. It’s a tool they will treasure, and they will use it to teach these important concepts to their children and grandchildren.
The Get It Done Worksheet
INTRO. WORKSHOP 12 CLIENT WORKSHOPS CLIENT WORKBOOKS GET IT DONE WORKSHEET THE VAULT THE KEY	The Get It Done Worksheet is a simple but powerful tool for helping clients 1) clarify what matters most to them at this stage of their life, 2) identify what they most want to do with their money and their life, 3) define what steps they need to take in the next few days and weeks to get there, and 4) commit themselves to make it happen. Each month, as part of the “Straight Talk” workshops, they’ll revisit their most recent Get It Done Worksheet to update and upgrade it. This will provide new focus and energy toward accomplishing the things that matter to them most. Each month, they’ll move closer toward their goals and their ultimate peace of mind, thanks to you and the SunBridge KEY Advisor Process.
The Vault
INTRO. WORKSHOP 12 CLIENT WORKSHOPS CLIENT WORKBOOKS GET IT DONE WORKSHEET THE VAULT THE KEY	Here’s a question most clients don’t want to think about: If something happened to you, how long would it take your family to locate every bit of legal and financial information they would need to manage your affairs and bring your life’s business to a close? And how much grief and frustration would they experience in the process? Helping clients get their affairs in order creates huge value for them and their families. No one can enjoy peace of mind knowing their legal and financial affairs are in chaos. The Vault is a complete organizing system designed to mesh the 12 topics of the monthly “Straight Talk” Workshops with the clients’ need to get—and keep—their affairs in order. It’s a double-locked filing system on wheels and with a pull-out handle (like a roller-board suitcase) designed to travel on quick notice in case of emergency. The genius of The Vault in the KEY Advisor Program is its interplay with the monthly workshops: each workshop topic becomes that month’s assignment for adding to the data compiled in The Vault. Whereas most people who get motivated to organize their affairs quickly burn out after only a few days, clients in the KEY Advisor Program actually get the job done. By breaking the task into manageable, bite-size pieces, it becomes manageable and do-able.
The KEY
INTRO. WORKSHOP 12 CLIENT WORKSHOPS CLIENT WORKBOOKS GET IT DONE WORKSHEET THE VAULT THE KEY Register for Membership & Training	The Key is a tool to keep client information organized and safe. It’s a waterproof, password-protected, USB drive that backs up the information in The Vault but keeps it off the internet. By keeping client information completely away from the World Wide Web, we avoid hackers and other dangers.. And since the data isn’t stored on the computer either, it’s not in danger if the computer is compromised. The KEY can hold any type of digital files, including Word, PDF, JPEG, Excel, PowerPoint, audio, video, and photo formats. Copies of all important documents can be safely stored, retrieved, and printed when needed, even when the client dies or is otherwise unavailable.

HOME WE ARE DIFFERENT OUR PHILOSOPHY TOOLS CONTACT US MEMBER LOGIN
Estate Planners & Financial Advisors ~ Are you ready?
SunBridge KEY Advisors *Smart ~ Financial ~ Professionals*
©2011 SunBridge, Inc.