FOR INTERNAL USE ONLY
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BUSINESS OWNERS IN TRAINING
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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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INVEST OUR TIME W/ THE PEOPLE WHO ARE MOST SERIOUS ABOUT
MAKING A CHANGE (THOSE THAT QUALIFY FOR FAST START SCHOOL)
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?
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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!!!
CASH FLOW QUADRANT
• WAGE EARNER
• SALARIED
EMPLOYEE
EMPLOYEE
BUSINESS OWNER
• REAL ESTATE
BROKER
• MCDONALD’S OWNER
• RESIDUAL INCOME
• INTEREST FROM
ASSET/INVESTMENTS
• REAL ESTATE AGENT
• SMALL MOM & POP
RESTAURANT
SELF EMPLOYED
INVESTOR
• CHALLENGE YOURSELF TO GET INTO AN
OWNERSHIP POSITION AS QUICKLY AS
POSSIBLE.
BROKER EXAMPLE
Capital $$$
License/ Workman's comp
Advertising/marketing
Inventory
Payroll
Staff
Administration
Website design
Employees
Overhead
$100 +LICENSING
License and E&O Insurance
Division dedicated
No Inventory
No Payroll (you can build an agency)
Aegon Staffs @ Home Office
Back Office reports/queries provided
Given Website personalized to you
Have a team/build agency
Minimal overhead
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?
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)
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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WWW.FINANCIALREVOLUTION.COM
WWW.MYWFG.COM
WWW.TFACONNECT.COM
WWW.RESEARCHWFG.COM
•ACRONYMS & TERMS: BPM, BFS,
BASESHOP, SMD, FLS, FNA,1 ON 1
• FAITH FAMILY BUSINESS
•TEAM OVER ME
•SELF IMPROVEMENT
• 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
• 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
Instant Referrals
Client
Impressed
(Future Referrals )
Business Partner
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
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.
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!!!
CODE OF CONDUCT AND STANDARD OF
EXCELLENCE FOR ALL TEAM MEMBERS
• 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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BFS BOOK
CALENDAR
ED MYLETT CDs
REGISTER FOR BIG EVENT
ARE YOU JUST GOOD
OR
ARE YOU GREAT?
3-3-30 VS. 10-10-30
FOR INTERNAL USE ONLY