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ORIENTATION

ORIENTATION. TOGETHER, WE CAN MAKE A DIFFERENCE. FOR INTERNAL USE ONLY . 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.?

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ORIENTATION

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  1. ORIENTATION TOGETHER, WE CAN MAKE A DIFFERENCE FOR INTERNAL USE ONLY

  2. 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)

  3. MINDSET YOU’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!!!

  4. CASH FLOW QUADRANT E B I • REAL ESTATE BROKER • MCDONALD’S OWNER EMPLOYEE BUSINESS OWNER • WAGE EARNER • SALARIED EMPLOYEE S • RESIDUAL INCOME • INTEREST FROM ASSET/INVESTMENTS • REAL ESTATE AGENT • SMALL MOM & POP RESTAURANT SELF EMPLOYED INVESTOR

  5. MINDSET • CHALLENGE YOURSELF TO GET INTO AN OWNERSHIP POSITION AS QUICKLY AS POSSIBLE. BROKER EXAMPLE

  6. TRADITONAL BIZ VS. WFG Capital $$$ $100 +LICENSING License/ Workman's comp License and E&O Insurance Advertising/marketing Division dedicated InventoryNo Inventory Payroll No Payroll (you can build an agency) Staff AegonStaffs @ Home Office Administration Back Office reports/queries provided Website design Given Website personalized to you Employees Have a team/build agency Overhead Minimal overhead

  7. 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?

  8. ATTITUDE & ACTIVITY BPM (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)

  9. BPM PROTOCOL MO-ZONE (MOMENTUM ZONE) • YOUR ROLE - HIGH ENERGY, POSITIVE, 1ST IMPRESSION, STRONG CULTURE, #1 OFFICE, GET TO KNOW PEOPLE • ENVIRONMENT - PEOPLE RESPOND TO HOW THEY FEEL, NOT WHAT THEY HEAR. • PROFESSIONAL APPEARANCE • GO DIRECTLY TO MAIN TRAINING ROOM (NOT IN HALLWAY OR FRONT DESK OR OFFICE) • USE LEADERSHIP EDIFICATION • FIND YOUR GUEST A SEAT NEAR THE FRONT • NO SMOKING, NO CELL PHONES, NO IN’S & OUT’S, ETC.

  10. RESOURCES • WWW.FINANCIALREVOLUTION.COM • WWW.MYWFG.COM • WWW.TFACONNECT.COM • WWW.RESEARCHWFG.COM

  11. CULTURE • ACRONYMS & TERMS: BPM, BFS, BASESHOP, SMD, FLS, FNA,1 ON 1 • FAITH FAMILY BUSINESS • TEAM OVER ME • SELF IMPROVEMENT

  12. 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

  13. 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

  14. FIELD TRAINING Instant Referrals Client Impressed (Future Referrals ) Business Partner

  15. 7 KEYS TO A FAST START 1. 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

  16. 7 KEYS TO A FAST START 3. 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.

  17. 7 KEYS TO A FAST START 5. 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!!!

  18. CODE OF HONOR CODE OF CONDUCT AND STANDARD OF EXCELLENCE FOR ALL TEAM MEMBERS

  19. HOMEWORK • QUALIFY FOR FAST START SCHOOL ( 7-10 DAYS) • DEVELOP PROSPECT LIST= MARKET DEVELOPMENT • 3 UNITS OF ACTIVITY= GUESTS TO BPM/FIELD APPT • PERSONAL FINANCIAL STRATEGY • BEGIN 52 HOUR COURSE & SET TEST DATE

  20. HOMEWORK • BFS BOOK • CALENDAR • ED MYLETT CDs • REGISTER FOR BIG EVENT

  21. HOMEWORK ARE YOU JUST GOOD OR ARE YOU GREAT? 3-3-30 VS. 10-10-30

  22. ORIENTATION TOGETHER, WE CAN MAKE A DIFFERENCE FOR INTERNAL USE ONLY

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