Curriculum Outline

  • Your Personal Philosophy
  • Door Openers
  • Personal Economic Model® (PEM)
    • Overview
    • Position A
  • Retirement Ready or Not
  • Four Toughest Questions
  • 10 Step Client Process
  • Step 1 10 Open Ended Questions
  • Step 2 Circle Talk
  • Step 3 Introduce Questionnaires & Schedule Next Appointment
    • Confidential Questionnaire
    • Communication Profile
    • Schedule Next Appointment
  • Step 4 Explain How You Get Paid
  • Step 5  Referrals and Introduction
  • Step 6 Review Questionnaires
    • Review Communication Profile
    • Review Confidential Questionnaire
  • Transition
    •  Circle of Knowledge
    • Income Game
  • Step 7 Finding the Money
  • Mortgage Strategies
  • Taxable Account Strategies
  • Major Capital Purchases
  • Step 8 Listen, Explore, Educate
    Step 9 Introduce Products

    • Life Insurance
      • Needs vs. Wants
      • 10 Minute Lesson
      • Policy Loans
  • Step 10 Take Action
    • Conceptual Close
    • Validation Close

Class Times

  • Day One:
    • 1:00 p.m. Training with Starr Barnum
    • 2:30 p.m. Hors d’oeuvres at the Club
    • 3:00p.m. Training with Starr Barnum
    • 6:00p.m. Dinner at Don Blanton’s Home
  • Day Two:
    • 8:00 a.m. Training with Starr Barnum
    • 11:15 a.m. Lunch at the Club
    • 12 p.m. Training with Starr Barnum
    • 2:00 p.m. Training with Don Blanton
    • 3:00 p.m. End

Meeting Location

  • Eagle’s Landing Country Club, 100 Eagle’s Landing Way, Stockbridge, GA 30281.  Approximately 30 minute drive from the Atlanta Airport ATL (depending on traffic, expect heavy traffic between 4-6pm).

Nearby Hotel / Motel Accommodations

  • Holiday Inn Hotel & Suites: 638 HWY 138 WEST, Stockbridge, GA (678) 782-4000.  Rate: Approximately $119  (IPOLT)
  • Fairfield Inn & Suites McDonough: 30 Mill Road, McDonough, GA.  (770) 305-0180.  Rate: Approximately $119
  • Microtel Inn & Suites (Budget Motel): 195 Country Club Dr, Stockbridge, GA (678) 870-4837 (3/4 mile from club.) Rate: Approximately $75 per night
  • Red Roof Inn (Budget Motel): 637 Hwy. 138 W.,Stockbridge, GA 678-782-4100 Rate: Approximately $75 per night
  • Fairfield Inn & Suites Stockbridge: 825 HWY 138, Stockbridge, GA (678) 216-1200 Rate: Approximately $119

First Night’s Dinner Location

  • Blanton Residence, 704 Summerbrooke Ct., McDonough, GA 30253 Home: 770-506-0375, Cell: 985-966-0593.  Approximately 2 miles from the country club.
  • For large groups, we will have a bus take you from the club to Don’s house and back to the club

Transportation

  • Please be advised that you are responsible for your own transportation to and from the airport, to the meeting location and to dinner at Don’s on the first night.  We have car rental information list below and one hotel offers a shuttle service to and from the airport.