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HOME ABOUT CMPS EDUCATION Adventures of THE ORIGINATOR MEMBER REGISTRATION
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CMPS Certification Training
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CMPS Advanced Training
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CMPS Advanced Training Client LifeCycle equips you with 6 key strategies and skills to grow your business immediatly:

Client Life Cycle Chart
  1. The Market's Story: new concepts and illustrations that unveil the mystery behind recessions, depressions, inflation and deflation; use these dynamic scripts, PowerPoint presentations, charts and graphs, conquer clients' fears and demonstrate your value to referral partners
  2. The Client's Story: effective dialogue opportunities, scripts, strategies, and systems that motivate clients to make decisions, turns every communication into a referral-machine, and transforms your database into a dynamic sales force
  3. College Funding Strategies & Case Studies: close more business and gain qualified leads and referrals from clients, financial planners, CPAs and attorneys by understanding various college funding scripts, strategies, systems, and referral opportunities
  4. Retirement Planning Strategies & Case Studies: close more business and gain qualified leads and referrals from clients, financial planners, CPAs and attorneys by understanding various retirement planning scripts, strategies, systems, and referral opportunities
  5. Elder Care / Reverse Mortgage Analysis & Case Studies: close more business with senior citizens, financial planners, CPAs and attorneys by understanding various elder care issues and reverse mortgage strategies, scripts, referral opportunities
  6. Marriage & Divorce Financial Analysis & Case Studies: close more business and gain qualified leads and referrals from clients, financial planners, CPAs and attorneys by understanding various divorce planning scripts, strategies, systems, and referral opportunities

After graduating from CMPS® Advanced Training, you will be qualified and equipped to:

  • FIND the right clients
  • MARKET without getting lost in all the noise
  • MOTIVATE people to do business
  • SELL more effectively
  • TRANSFORM clients into your sales force

Includes over $1,000 of implementation tools and bonus materials!

One Year CMPS Membership Renewal
—$299 value

Updated PowerPoint presentations for use with Realtors, builders, financial planners, CPAs, attorneys, and other referral partners
—$299 value

Excel Spreadsheets, Client Consultation Scripts and Templates
—$199 value.

Financial Advisor Referral Generating Scripts, Templates, and Letters
—$299 value

Certified Mortgage Planning Specialist
Certified Mortgage Planning Specialist

Choose between these two great programs:

  • Test-as-you-go format that allows you to complete the exam in stages after each training session
  • Case Studies
  • Interactive Question & Answer sessions
  • Includes Self Study
  • Study at your own pace with online modules
  • Case Studies
  • Online Exam
  • Downloadable workbook available for you to print for note-taking

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