STEP 2- GOAL SETTING & SCHEDULE  (Unlicensed Agents begin here)

ALL AGENTS - Follow the steps in this section

• Subscribe to the Theodore Group Email List HERE
  >> After your subscribe to the email list, you will receive a confirmation email to OPT IN.
  >> Check your SPAM folder if you do not see the confirmation email in your inbox.
  >> The confirmation email is sent from CINDI THEODORE via the Aweber email service.
  >> You must confirm your subscription to receive the emails.​
• To receive text notifications from Equis, text the word EQUIS to 797979.
• Join The Theodore Group Sales Leaderboard Page HERE
  • ​Download app for IOS
  • Download app for Android
• Weekly Conference Call Schedule HERE
• Learn how to Earn Free Leads - Full Details HERE
• To view your Commission Schedule: Click HERE 
• To view the Promotional Guidelines, Click HERE
• Set Income Goals
• Set Schedule​​
• Weekly Activity Summary - Click HERE
  • ​Use this to summarize your weekly activity. This is a great document to review with your manager at the end of each week during your first 90 days.

REGIONAL MANAGER TEAM COMMUNICATION
Sign up below to join your RM's team communication:

• Jon Schwartz (Randy Montrose, Stephanie Harlan, and Marc Rubin)
  • ​CLICK HERE to sign up for text and email alerts.
  • CLICK HERE to join GroupMe for team communications.
  • Zoom Link for Live Dials & Team Call: https://us02web.zoom.us/j/6102841886
  • Zoom Meeting by Phone Only: +19292056099,,6102841886#
• Matthew Weiner (Matt Gibbons, Dawn McNichols, and Dan Herman)
  • ​CLICK HERE to sign up for email list.
  • CLICK HERE to join GroupMe for team communications.
• ​Kathleen & Todd Fittro (Ken Washington, Sherby Brown, Brady Driscoll, Preston Fittro)
  • ​CLICK HERE to sign up for email list.
  • ​​CLICK HERE to join GroupMe for team communications.
  • Zoom Link for Live Dials: https://us02web.zoom.us/j/86214364034
  • CLICK HERE for New Agent Training Mon-Fri at 10am and 7pm EDT
• Patrick & Miki Hutchinson “Tri-Shield Financial”  -  (Ken Lorow  & Derin Brooks)
  • CLICK HERE To join GroupMe for team communications
  • CLICK HERE  Zoom Live Dial Link