Q3 Advisors

• Work as a team with our existing advisors to deepen existing client relationships. • Work with our database of unassigned clients. • Effectively communicate with existing clients using different methods, such as phone, email, text, video meetings. • Take pre-scheduled meetings via zoom and phone calls daily. • Establish a professional frame in the beginning of each call. • Figure out if the root of their challenges can be solved through our programs. • Meet with pre-scheduled prospects from our marketing efforts. • Educate each *client *on our philosophy related to solving their problems. • Explain how our programs solve their problems. • Set proper expectations for services we provide. • Handle objections. • Schedule follow up meetings with clients who are still interested but haven’t made a decision. • Send relevant materials to prospects and clients to continue educating them on our services. • Communicate with prospects between meetings to ensure high show up rates. • Provide feedback to Director of Financial Planning and Operations. • Prospect for new clients using our CRM & call software. • Maintain Monthly Key Performance Indicators. • Follow and maintain all admin related processes. • Attend weekly team meetings & KPI reviews.