for internal use only. business owners in training raise your hand if you think you came here to be...
TRANSCRIPT
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ORIENTATION
TOGETHER, WE CAN MAKE A DIFFERENCEFOR INTERNAL USE ONLY
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MINDSET• BUSINESS OWNERS IN TRAINING• RAISE YOUR HAND IF YOU THINK YOU CAME HERE TO BE IN THE
FINANCIAL SERVICES BUSINESS?• RAISE YOUR HAND IF BEFORE COMING HERE YOU DREAMED ABOUT
SELLING INSURANCE, MUTUAL FUNDS, ETC.?
• INVEST OUR TIME W/ THE PEOPLE WHO ARE MOST SERIOUS ABOUT
MAKING A CHANGE (THOSE THAT QUALIFY FOR FAST START SCHOOL)
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MINDSETYOU’RE NOT HERE TO BE PART OF A FINANCIAL SERVICES COMPANY. YOU
ARE HERE TO BUILD A COMPANY.
SO WHAT DOES KEEP YOU UP AT NIGHT?• YOUR CHILDRENS EDUCATION• YOUR RETIREMENT • FINANCIAL INDEPENDENCE• GETTING YOUR LIFE BACK• FREEDOM TO CONTROL YOUR TIME• SPENDING ALL THE TIME YOU WANT WITH YOUR OWN FAMILY• FREEDOM OF HAVING YOUR OWN BUSINESS• BECOMING SOMEBODY!!!
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E B I
EMPLOYEE BUSINESS OWNER
SELF EMPLOYED
INVESTOR
• WAGE EARNER• SALARIED
EMPLOYEE
• REAL ESTATE AGENT• SMALL MOM & POP
RESTAURANT
• REAL ESTATE BROKER
• MCDONALD’S OWNER
• RESIDUAL INCOME• INTEREST FROM
ASSET/INVESTMENTS
CASH FLOW QUADRANT
S
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MINDSET• CHALLENGE YOURSELF TO GET INTO AN
OWNERSHIP POSITION AS QUICKLY AS POSSIBLE.
BROKER EXAMPLE
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TRADITONAL BIZ VS. WFG
Capital $$$ $100 +LICENSING
License/ Workman's comp License and E&O Insurance
Advertising/marketing Division dedicated
Inventory No Inventory
Payroll No Payroll (you can build an agency)
Staff Aegon Staffs @ Home Office
Administration Back Office reports/queries provided
Website design Given Website personalized to you
Employees Have a team/build agency
Overhead Minimal overhead
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STANDARDS
DRESS STANDARDS• CONSERVATIVE APPEARANCE EXEMPLIFIES
PROFESSIONALISM• FIRST IMPRESSION = PROFESSIONAL ENVIRONMENT• MEN; SUIT & TIE• LADIES; SUIT (EVERYONE IN A BLAZER!)
WOULD I KNOW YOU REPRESENT A MULTI BILLION DOLLAR COMPANY?
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ATTITUDE & ACTIVITYBPM (PURPOSE)• TO GROW YOUR BUSINESS BY HAVING GUESTS AND GET
TRAINED BY THE BEST.• TRAINING IS ABOUT LEARNING HOW TO RUN YOUR BUSINESS.• YOU ARE ALL INVITED FOR PRE-GAME AND THE MEETING
AFTER THE MEETING• CAPTAINS LIST (10-3-1)
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BPM PROTOCOL
MO-ZONE (MOMENTUM ZONE)
1. YOUR ROLE - HIGH ENERGY, POSITIVE, 1ST IMPRESSION, STRONG CULTURE, #1 OFFICE, GET TO KNOW PEOPLE
2. ENVIRONMENT - PEOPLE RESPOND TO HOW THEY FEEL, NOT WHAT THEY HEAR.
3. PROFESSIONAL APPEARANCE
4. GO DIRECTLY TO MAIN TRAINING ROOM (NOT IN HALLWAY OR FRONT DESK OR OFFICE)
5. USE LEADERSHIP EDIFICATION
6. FIND YOUR GUEST A SEAT NEAR THE FRONT
7. NO SMOKING, NO CELL PHONES, NO IN’S & OUT’S, ETC.
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RESOURCES
• WWW.FINANCIALREVOLUTION.COM• WWW.MYWFG.COM• WWW.TFACONNECT.COM• WWW.RESEARCHWFG.COM
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CULTURE•ACRONYMS & TERMS: BPM, BFS, BASESHOP, SMD, FLS, FNA,1 ON 1
• FAITH FAMILY BUSINESS•TEAM OVER ME •SELF IMPROVEMENT
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LICENSING• STEP 1- REGISTER FOR YOUR 52 HOUR
COURSE & COMPLETE COURSE• STEP 2- PREPARE YOURSELF (STUDY) &
SCHEDULE EXAM W/ STATE• STEP 3- PASS THE EXAM & GET APPOINTED
GOAL - WITH IN FIRST 30 DAYS
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ATTITUDE & ACTIVITY• ATTITUDE = POSITIVE STUDENT OF THE BUSINESS• ACTIVITY = GUEST AND APPOINTMENTS• LEARN AND MARKET YOUR BUSINESS
SIMULTANEOUSLY• GET OUT OF THE WAY OF YOUR WARM MARKET
YOU= TRUST & TRAINER= CREDIBILITY • FIELD TRAINING– OPPORTUNITY TO MARKET YOUR
BUSINESS WHILE LEARNING HANDS ON
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FIELD TRAINING
Impressed(Future Referrals )
Instant Referrals
Client
Business Partner
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7 KEYS TO A FAST START1. YOU MUST ATTEND ALL MEETINGS
LEARN/PERFECT BFS
SET EXAMPLE FOR YOUR TEAM
FAST START SCHOOL
BIG EVENT!!!
2. DEVELOP YOUR COMPLETE PROSPECT LIST (INVENTORY)
ADD NAMES, DON’T ELIMINATE THEM
ALWAYS CARRY YOUR LIST WITH YOU, WORK AND CONSTANTLY UPDATE IT.
RIGHT MARKET 8 POINTERS
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7 KEYS TO A FAST START3. MASTER THE INVITATION
SCRIPTS
AVOID SCENARIO OF DISASTER
4. SET GOALS
DECIDE EXACTLY WHAT YOU WANT TO ACCOMPLISH.
WRITE DOWN YOUR GOALS AND READ TWICE DAILY.
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7 KEYS TO A FAST START5. BEGIN FIELD TRAINING IMMEDIATELY
FOLLOW THE SYSTEM.
LEARN FIRST HAND FROM EXPERIENCED LEADERSHIP.
6. STAY POSITIVE
HAVE A POSITIVE MENTAL ATTITUDE AT ALL TIMES.
DON’T LET NEGATIVE PEOPLE KILL YOUR DREAMS.
YOU ARE THE AVERAGE OF THE 5 PEOPLE YOU HANG AROUND
7. BE COACHABLE
YOU MUST FOLLOW THE SYSTEM.
WE ARE HERE TO HELP YOU WIN!!!
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CODE OF HONORCODE OF CONDUCT AND STANDARD OF EXCELLENCE FOR ALL TEAM MEMBERS
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HOMEWORK• QUALIFY FOR FAST START SCHOOL ( 7-10 DAYS)1. DEVELOP PROSPECT LIST= MARKET DEVELOPMENT
2. 3 UNITS OF ACTIVITY= GUESTS TO BPM/FIELD APPT
3. PERSONAL FINANCIAL STRATEGY
4. BEGIN 52 HOUR COURSE & SET TEST DATE
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HOMEWORK• BFS BOOK• CALENDAR• ED MYLETT CDs• REGISTER FOR BIG EVENT
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HOMEWORK
ARE YOU JUST GOOD
OR
ARE YOU GREAT?3-3-30 VS. 10-10-30
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ORIENTATION
TOGETHER, WE CAN MAKE A DIFFERENCEFOR INTERNAL USE ONLY
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