Roadmap for New Advisors
Here’s your clear, 6-step Roadmap
to help you get started quickly and get the most out of CRB.
1
BOOKMARK CRB ON YOUR PHONE
Make sure you have quick access on your phone so you can add info on-to-go.
CLICK HERE for instructions on this.
2
COMPLETE YOUR "PROJECT 200"
A step-by-step guided process where you simply answer questions and build a massive list of Prospects.
CLICK HERE to Start.
3
IDENTIFY YOUR "TOP PROSPECTS"
Identify your “Top 25 Prospects” and add them to the “Top Prospects” GROUP.
CLICK HERE to see how to do this.
4
IMPORT/ADD YOUR CLIENTS
If you already have clients, import/add them to your database, and segment them as “A’s, B’s, C’s”
CLICK HERE for help.
5
IDENTIFY YOUR "INFLUENCERS"
Identify “Influencers” who have influence and connections in your area. Add them to the “Influencers” GROUP.
CLICK HERE for help.
6
KEEP ADDING PROSPECTS
Each week, add more prospects. As you identify people who could be potential clients, add them to your prospect list.
Schedule a LIVE Start-Up Session?
LIVE Start-up Sessions are available, where one of our specialists will help you get started. CLICK HERE to schedule yours today.