Training Modules

Module 1

Setting Up The Appointment

Module 3

Closing The Deal/Paperwork

Module 5

Office Staff Training

 Module 7

Commonly Asked Questions

Module 2

The Appointment and Presentation

Module 4

Preparing the Proposal & Recommendations/Set-Up Delivery

Module 6

Compliance

Module 8

Benefits of Our AUM Process
National Ethics Assoc.
Better Business Bureau

Investment advisory services offered through Gibbs Wealth Management, a Registered Investment Advisor in the state of Georgia.  Insurance products and services offered through Gibbs Financial Group. GWM and GFG are affiliated companies. This page is for use with The Visionaries Only. Not for Public Use.