Hi Retirement Coaches,
I’m excited to be on this journey with you towards RQ Certification. In the coming weeks we will organize the training online for easier access but for now I felt it was best to get the training into your hands while the fire was hot. Here are your next steps
Take the RQ assessment. Email me at firstname.lastname@example.org to get access, if you haven’t.
Read your report the first time like you are a client and then the second time as a coach. Jot down your thoughts and feelings and as many notes before starting the training.
Pay for the RQ Assessment training. Here’s a link for the initial training of $159.00. This includes access to the training videos, marketing templates, sales material, sample reports and your first five RQ assessments (your personal RQ assessment does not count towards the five).
Watch the training videos and review the attached material. Altogether, this will take 4-6 hours.
RQ One Sheet Personal.pdf – This document gives a quick overview of the assessment, process, and report.
RQ Assessment Questions RL.pdf – A physical copy of all the assessment questions. This way you have a reference copy as to what clients are seeing online and other professionals can get a sense of the types of questions being asked. This should not be handed out or given to others but can be shown when you’re meeting with them.
Client Sample RQ Report.pdf – A sample client report. This is something you can share with prospects as well as other professionals to illustrate the heft and depth of the resulting report.
RQ Assessment Training Manual_General Overview and Initial Marketing.docx – A word document that provides some general language about the assessment and report which you can be modified or picked and chosen from to add to your website or other services / packages. Some email templates to reach out to prospects, share the results, and more. Some marketing soundbites you can begin to use on social media and other platforms / media announcements.
Sales & Marketing
RQ One Sheet Personal.pdf – (repeated)
RQ Assessment Questions RL.pdf – (repeated)
Client Sample RQ Report.pdf – (repeated)
Client Sample RQ Report Highlights.pdf – A highlighted sample client report. It is the same client sample report as earlier except for this version has “yellow” highlighted areas to help guide your discussion with professionals.
RQ Assessment Training Manual_General Overview and Initial Marketing.docx – (repeated)
Instructional Video: Invite and Retrieve Client Reports
Client Sample RQ Report Highlights.pdf – (repeated)
Up to this point, much of the training and attachments were focused on providing an overview, sales and marketing. The next three handouts and subsequent videos focus on understanding and delivering the RQ report to a client.
I know there are a lot of moving parts to digest here. Please take your time, review the videos at your own pace, and take lots of notes on the support materials.
We will have additional Q&A sessions and have the training material in one place online for easier access soon. Thank you for your patience and for being a part of changing the world of retirement.