open office recordings
⬇︎⬇︎ Find the latest recordings below! ⬇︎⬇︎
Schedule An Appointment
⬇︎⬇︎ With The Team ⬇︎⬇︎
Our Open Office sessions are Live on Tues and Thurs 2-4pm MT:
https://us06web.zoom.us/j/85117184668?pwd=aFZkaEFTSi9oUnFLYWp1SmhRZXlSUT09Meeting
ID: 851 1718 4668
Passcode: 024340
If you missed our Open Office call or just want to remember something we covered, you can watch the recordings in the links below. ⬇︎
OPEN FORUM TUESDAY 5/30/2023
NAME - Subject
OPEN FORUM THURSDAY 6/1/2023
NAME - Subject
OPEN FORUM TUESDAY 5/23/2023
Jason - CRM CALC’s
True Wealth Transformer 6-8 APPOINTMENTS
https://us06web.zoom.us/rec/share/2KMBTF0rE9gxgDTTVeOqswdUn2e3G9Rv_iXqAy4BryFehTRBrayoUV2_QWWJUMmm.1stk9TNVOtKX7cWH
Passcode: d9J!=0ku
OPEN FORUM THURSDAY 5/25/2023
Damien Hernandez - Tailoring the TFT
CIERA PETERS - Opportunities pipeline Automations
Bryan Powers - FB ads
BRADFORD JENKINS - Training on SIMPLIFIED & Metacool
Passcode: Cc9i*d$J
OPEN FORUM
OPEN FORUM 5/18/2023
Shakey MINI CHAT for the Soc Media
Ed Cottrell – FB Ads for the IUL
maybe a TFT Funnel or other funnel
change on Submit form and registration page
Bryan Powers
Set up an employee for Marketing
Passcode: Cc9i*d$J
OPEN FORUM 5/16/2023
Tony Guy: Automation
GENE Bond: set up the Phone
BRADFORD special
Passcode: p6Z=4N!e
OPEN FORUM 5/11/2023
Shakey MINI CHAT for the Soc Media
Ed Cottrell – FB Ads for the IUL
maybe a TFT Funnel or other funnel
change on Submit form and registration page
Bryan Powers
Set up an employee for Marketing
Passcode: &d5Gx8U=
OPEN FORUM 5/9/2023
SHAWN
Some short cut tips and Tricks: CTRL +K (to pull up search on MS(
SYSTEM (Save YourSelf Time Energy & Money)
- Jair: 1st timers for the FB campaign
-Mehran Getting a Domain
Passcode: S9#bWx6J
OPEN FORUM 5/4/2023
BRAD went over step-step procedures for FB marketing
Bryan Powers
FB Marketing help with Bradford… Great training
Passcode: W*xG+@2G
OPEN FORUM 5/2/2023
Cam Potts let get fully functional Twillio
Shan Calendar not syncing
how to create a signature
https://us06web.zoom.us/rec/share/sgZdq5YOWLe2OB696flFHxztBtVAZmelG-S4j3IW9QaQtFPPRBTpv9sUYZ8wOuN-.xrBWIFULeu-Oql8g
Passcode: vA4@cSK%
OPEN FORUM 4/27/2023
Bryan Power
FB advertising
Mehran Lead connector
Ray-Ray Course selection re-ordering the sequence Tax Free Mini Course
Special announcement
Passcode: f8L6@dtv
OPEN FORUM 4/25/2023
OPEN FORUM 4/20/2023
Mehran Tap Bio
Ciera Calendar Zoom integration
Passcode: h1H^$q^v
OPEN FORUM 4/18/2023
TAP BIO
Ciera Peters: Custom Values bottom of the funnels
Make calls Recorded disclaimer and recording
Mehran: Twilio Number question
Tim Jorgensen: Automations for calendar appointments
Add on the phone appointments…
Dionne: SMS before the emails
Bryan Power: Can someone tell me where to get the pictures for the FB ads? Like tax-free, etc.
Passcode: N..yF5x!
OPEN FORUM 4/13/2023
Evelyn: I need help with updating the email automations regarding the tax-free retirement. I get lost on how to do it and where to look.
Brian: I'm getting a message that emails rejected due to aol.com DMARC policy
PRE-REQUISITES
Delete the triggers and campaigns in Automations
switch to ONLY WORKFLOWS
CLONE Secrets to the Tax Free Retirement Automation (3 cones that you need to make)
Go from Draft to Published Tax free Retirement in Workflow
Sites: we disconnected the SUBDOMAIN on the LIVE ACOUNT (Original)
CLONE the LIVE tax free Funnel and RENAME
Connect the SUBDOMAIN
EDIT to your own links
Passcode: =3yc4W+Y
Step 2 - Book Your Insider Consultation