The KTP

-Kitchen Table Presentation-

The Kitchen Table Presentation (KTP)

The Kitchen Table Presentation is the our first presentation where we introduce who we are, what we do and how we are unique.

Our first priority is to look for recruiting opportunities for individuals who are looking for a better career opportunity. 

Our second priority is to help people with their financial goals.

Our final priority to gather referrals while building our reputation in the financial industry.  

Mastering this presentation should be a high priority for every representative

Other Materials

Personal Financial Strategy Worksheet (PFS)

Referral Gathering Worksheet