Bronze Package

At least one hour per month. Recorded so you can watch it anytime. Dave discussing timely topics, philosophy, and sales strategies.

Access to Dave’s templates he uses during appointments and annual reviews. Examples of this are sales proposals, dollar cost averaging spread sheets, and annual client review templates.

Dave’s method for hlephing his own kids learn about money and investments (his current customers seem to love this idea)

Most of the live training is recorded and stored in the archives. Some of our partners to not allow their material to be recorded. The advantage of watching live is to be able to ask questions but all recordings will be available, including workshops.