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At the Dollarhide Financial Group there are several different sales systems that are available to fit the various styles of
each associate. Jeff Dollarhide believes this flexibility has created an excellent environment that ultimately brings
value to clients.
Building Your Financial Home
A system that allows you to meet with an individual, family or business owners and have a track to run on that enables you to
share with that person what it is you do and how you can help them. Building Your Financial Home is a system that is repeatable,
transferable, and adds value to your client relationships.
Cotton System*
The Cotton Client Acquisition System™ helps advisors to create a consistent flow of new prospective clients through referrals,
pre-approach new prospects, open cases easily by introducing our business to prospective clients and how we can help them, and
arrange next meetings.
Financial Profiles
Sophisticated financial needs software for the established producer
Profiles Professional is a needs-based selling software that is designed for the client that requires a more sophisticated
financial analysis. This software allows producers to create presentations that pinpoint client needs.
Kettley Sales Edition
Back Room Technician-SE (BRT) is a needs-based software designed for producers in a "nonadvisory" capacity.
In addition it provides a financial library of more than 600 reports.
LEAP System
The LEAP SYSTEM (LEAP) is an effective wealth-building and wealth protection processes in the insurance and financial services
industry. It is a professionally designed sophisticated system to help achieve financial success.
*Must be a Registered Representative. Certain pieces of the system require CRIA affiliation personal customized postcards
need prior compliance approval.
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