At Equis Financial, we’re committed to your success, and we know that continuous training is essential for growth. Whether you're just getting started or aiming to expand your business, this training schedule is to support you at every stage. Here’s an overview of the daily, weekly, and monthly training calls we recommend to keep you on track for success in 2025:
Daily Round Table (DRT)
Monday to Thursday at 10 AM ET
Hosted by Burns Marketing Group.
Gain daily insights and advice to keep your business on track.
Fix issues in real-time with immediate support.
An opportunity to connect with all agents, new and experienced.
Retirement Solutions Roundtable
Wednesdays
Hosted by the Retirement Solutions Team: Pete Lee, Bill Martin 2.0, and Joe Skelley.
Discover how to add new products to your portfolio by learning about annuities, Indexed Universal Life (IUL) products, debt elimination, and more.
Features new guests every week, bringing diverse expertise and insights.
Prepare to laugh and learn with the team.
Daily Round Table Evening Edition (Opportunity Meeting)
Thursdays at 8 PM ET
New Hosts Weekly: Features new hosts every week, offering fresh perspectives and insights.
A weekly opportunity to invite others to learn about the business.
Listen to other producers share their stories and how they got started.
Go Now Call
Fridays at 10 AM ET
Hosted by Burns Marketing Group.
Learn how to grow depth in your business by multiplying yourself.
Discover the excellent business opportunity we offer and how you can benefit from it.
This call is a great way to learn more about expanding and developing your business.
Producers' Playbook
Fridays
Hosted by Bill Martin OG.
Featuring new guests every week.
Hear from agents who are winning as they share their tips and strategies.
Learn practical tips to grow your personal production and achieve greater success in your business.
Inside Equis
Monthly
Hosted by Barry Clarkson, Rob Jones, and Bill Martin OG.
Expert Insights & Company Updates: Join us for an exclusive monthly call featuring top leaders from Equis Financial. Get the latest company updates and hear expert insights directly from the top minds in the business.
