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Focus of the Day

  • Intro to Phone Specs

  • Review Pull Through

  • Asking for Referrals

  • Follow-Ups

  • Disclosure items

Candidate Tasks

  • Plan Test

  • Phone Game

  • Pull Through Teach Back

  • Setup Email on Phone

  • One on Ones

Day 4

Products Day

Mentor Activities

  • Go over Plan Test

  • Review why specs are important

  • Learn more about PullThroughs

  • Review Disclosure items

  • Prepare for Mentors

  • Feedback Sit Down


  • ​Study Plans

  • Ben's Mystery Shopper Homework. Complete by Next Friday.

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