Recordings

Learn how to uncover and utilize solid fact finding principles to uncover disability need and present logically.

Sales success starts with clarity and focus. This class outlines the core responsibilities of a high-performing sales team, including activity expectations, follow-up habits, pipeline management, and collaboration with service staff. Learn how correctly defining the role leads to stronger results and better team alignment.

Learn how to organize and manage Outlook to spend less time checking emails all day, and more time taking care of your customers.

When everyone understands their role, the entire office operates better. This session clarifies the key responsibilities of customer care team members, how their work supports retention and client satisfaction, and how to structure daily priorities for maximum impact.

Handle difficult situations with an effective four-step approach.

Accountability doesn’t happen by accident — it’s built through clear expectations, consistent follow-up, and a culture where everyone owns the outcome. In this class, we’ll explore practical ways to establish accountability across your team, from setting measurable goals to reinforcing standards and tracking performance. Learn how strong accountability creates clarity, strengthens trust, and drives better results throughout the office.

In this session, we’ll break down the key processes that keep work organized, communication clear, and teams operating at a high level. From task management and documentation to daily routines and accountability, you’ll learn how the right systems reduce stress, increase productivity, and create a smoother experience for both your team and your customers.

Wondering about list views? Having trouble with setup? Bring your questions and our coaches will talk you through all things list view related. 

Utilize ECRM to Organize leads and follow ups to convert more prospects to customers. 

Utilize our new hire training plan to build top talent, enhance accountability, and create an exceptional experience for new hires.

Learn the processes top offices use to generate consistent, profitable business from internet leads.

Our coaches will discuss the complete in-book marketing plan for 2026. We will pick up where our fast start life list left off. 

We will go through the use of our checklist step-by-step. Learning how to properly use the checklist will increase production, reduce post-sale service, and increase overall office efficiency.

Join coaches Hunter Wyant and Sara Labraaten as they go through our key course work, new curriculums, and tools available to maximize Trophy Club in 2026. 

Join our coaches and bring your questions in this open Q&A.