Now you can send a WealthPlan to another agent. This is an incredible way to show - not just tell them - the incredible financial impact of joining Real.
If you aren't familiar with WealthPlan, check out: What is WealthPlan?
How to Send a WealthPlan:
Important: We built this feature to foster impactful conversations with agents. Make sure you are having real conversations and taking the time to know the agent and their goals. Don't blast this out to just anyone - it's special!
Step 1: Login to reZEN and click WealthPlan on the left side. If you haven't already, setup your own WealthPlan, then go to the module to Send a WealthPlan and click Get Started.
Step 2: A module will open on the right side. Type your contact's information, then click Next.
- You can only send 30 WealthPlans per month. This is to make sure your account isn't flagged for Spam. So make sure you invest in meaningful relationships.
Step 3: Take some time to fill out goals for the other agent. This can be based on your conversation - or you can go over this together and discuss where they currently are and where they want to go.
- Note: the WealthPlan they receive will explain each item in more detail, so you don't have to get into all that right now!
Step 4: Before you send it over, click the Preview WealthPlan button on the bottom left to make sure everything looks great!
- This will open a new tab. Take a moment to admire the WealthPlan, make sure it looks correct, then close the tab and go back to send.
Step 5: Enter the contact information for the agent, don't forget to add a personal message, then click Send.
That's it! You're done.
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