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The Business Format System....How to attend a meeting ...plus more Freedom Equity Group....FEG
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SYSTEM.. Save Yourself Time Energy and Money
The great mentor Marshall Thurber taught that: 94% of all failures are due to lack of a system. SYSTEM Must be: Proven, Profitable, Predictable
SYSTEM.. Save Yourself Time Energy and Money
Alignment TEAM Work and Alignment with the system
Alignment TEAM Work and Alignment with the system
Alignment Teamwork and Alignment with the System
How we do anything is…. How we do everything
How To Attend ALL Meetings • Be on time. (Lombardi Time) …”If you are on time you are late” • Take Notes. • Cell Phones OFF not vibrate- no ipads or internet • Fight for the front row. • Look professional. • Be positive. • Create Mo-Zone. Momentum Zone • Stay in your seat • Elephant Ears…… When guests are present • Smile, give speaker + feedback- Checking watch • No questions during BOP.
Business Attire • This is a multi-million dollar business. • Treat it like one. • We share the same meeting space • We want people to feel comfortable and assured that their financial business is being handled by professionals. • Professional is as Professional Does
Professional Appearance “When you start to look like Marines You will start acting like Marines”
How To Clap Clap unto others…. As you would have them clap unto you. Enthusiasm And Excitement
Guests • Guests are everyone’s responsibility to make them feel welcome and comfortable. • They should know to arrive on time. • Business attire/ Business Casual
“Are you in front of your computer?” “Pick up the phone”! PS3- Pique Show and 3 way
Five Simple Steps (first 10 days) 1. Personal Financial Strategy 2. 3-5 Field Presentations 3. Meet the Spouse 4. Prospect List of at least 25 prospects 5. Submit License/Exam paperwork
Where do you spend our TIME? Four Checkers 1. Self Starter 2. Influence 3. Coachable/Teachable 4. Financial Ability