BDS SUCCESS
BDollarSmart (BDS) is a Financial Services App that allows you to help people identify the goals what they qualify for. Alerts come up an you educate them.
BDS AGENT TRAINING 02 07 2026~1
BDS AGENT TRAINING 02 07 2026~1
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Erin FNA training using BDS alerts.mp4 - Google Drive
Erin FNA training using BDS alerts.mp4 - Google Drive
Timeline schematic
Timeline schematic
Contact your field trainer
Contact your field trainer
BDollarSmart Fundamentals
Launch Meeting - Zoom
Launch Meeting - Zoom
https://zoom.us/download Set up your account, get your Zoom ID This is my link if you want to Zoom https://primerica.zoom.us/my/charleynelson
BDS Intro video
BDS Intro video
BDS is like Amazon
BDS is like Amazon
FIELD TRAINING
Field Training Scheduler
Field Training Scheduler
Hello, my name is Charley Nelson. I will be leading this training appointment. A Zoom meeting link will be provided when the appointment is set.Thank you for helping out your friend with their training. If you have any questions my personal cell phone is 920-205-5521. I am looking forward to meeting
BDS FAST START 2026 - FIELD TRAINING
BDS FAST START 2026 - FIELD TRAINING
BDOLLARSMART LOGIN BDS FULL TRAINING APPOINTMENT
Making a contact
Warm Market Appointment Setting - Google Docs
Warm Market Appointment Setting - Google Docs
Appointment Starter.pdf - Google Drive
Appointment Starter.pdf - Google Drive
2026 BDS TEXT AND CALL - Google Docs
2026 BDS TEXT AND CALL - Google Docs
https://calendly.com/charleynelson/field-training Send intro video https://youtu.be/C8d8-gmzwOM https://vimeo.com/753022005/738c1a0817 short prospective recruit Have you ever heard of BDollarSmart? It’s some amazing new technology in the financial world. It’s an app and in less than 5 mi...
BDS text referral
BDS text referral
Referrals Bdollar$mart Referrals Now that we have gone through the app and identified your priorities I have a couple of questions for you. Did you find the app to be helpful? As you were going through it, was it easy to use? And it’s even kind of fun waiting to see what may pop up, right? Do ...
Data Collection and Carry Back
Alerts Fillable Updated 090124-Copy.pdf - Google Drive
Alerts Fillable Updated 090124-Copy.pdf - Google Drive
FNA_quick_data_formFillable blank-Copy.pdf - Google Drive
FNA_quick_data_formFillable blank-Copy.pdf - Google Drive
CARRY BACK 2025 - Google Slides
CARRY BACK 2025 - Google Slides
PDF Mobile Fna to Life App Guide.pptx.pdf - Google Drive
PDF Mobile Fna to Life App Guide.pptx.pdf - Google Drive
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FF_SOLOIST | Linktree
FF_SOLOIST | Linktree
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