Select a tab below to view the agenda for that week. You will also be able to join sessions or watch past recordings!
Using video and audio texting/emails for virtual appointment setting and follow up
Q&A session with those leading the way in generating a diverse group of leads
Q&A session with those who are tops at getting referrals and building strong relationships in their funeral homes
How to use My Tribute Planner to connect with the new funeral consumer
This session will provide participants an overview of BSI and discuss why it is important to educate families each and every time on this valuable asset protection option
Explaining preneed vs. insurance, graded plans, and positioning multi-pay plans, etc.
Hear from those who have excelled in trying new things to generate leads, network, and connect with their families
PDF containing a map of the building that shows where departments are located. Click on the play button by areas of the building to watch a virtual tour and learn more about each department or watch the whole tour here. We recommend watching on desktop for optimum viewing experience.
Learn how to do a Trunk or Treat event to reach your community.
Watch the video to learn how to do a Trunk or Treat event to reach your community.
Learn how to gain referrals from families you serve.
Watch the video on how to gain referrals from families you serve.
Learn about the importance of building a strong relationship with funeral home owners.
Learn how to leverage unfunded and underfunded files for prospecting.
Watch the video on how to leverage unfunded and underfunded files for prospecting.
Learn best practices for explaining insurance and multi-pay options to families.
Watch the video to learn best practices for explaining insurance and multi-pay options to families.
Learn simple steps for prospecting, using your CRM, prioritizing hot leads, and more!
Watch the video to get simple steps for prospecting, using your CRM, prioritizing hot leads, and more!
Learn how to do a Shred Day to reach your community.
Watch the video to learn how to do a Shred Day to reach your community.
Get the tool set, mind set, and skill set needed to do great prospecting and selling!
Watch the video to get the tool set, mind set, and skill set needed to do great prospecting and selling!
Learn the basics of Burial Space Items funding and how it impacts Medicaid Spend Down.
Watch video on the basics of Burial Space Items funding and how it impacts Medicaid Spend Down.
Get tips for posting on Facebook and reaching your community through social media.
Watch the video to get tips for posting on Facebook and reaching your community through social media.
Learn how to do an association group event in your community!
Watch the video to learn how to do an association group event in your community!
Learn about the new My Tribute Planner design and how to use the site to get and nurture leads.
Learn about the new My Tribute Planner design and how to use the site to get and nurture leads.
Learn how to use video, audio, and text to sell in a virtual world.
Learn how to use video, audio, and text to sell in a virtual world.