1. How to Schedule Appointments.
2. How to leverage Social Media.
3. How to edify the right planner.
4. Finance 101. 
5. How to present the WFG planning process.
6. How to do a proper Financial Needs Analysis.
7. How to illustrate financial concepts.
8. How to close financial concepts:

- Everest
- Trendsetter LB
- Million Dollar Baby
- Simple IUL
- Simple Rollover

9. Crusade
10. How to Hit SMD in 5 months or less