ORIENTATION

TOGETHER, WE CAN MAKE A DIFFERENCEFOR 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.?

• INVEST OUR TIME W/ THE PEOPLE WHO ARE MOST SERIOUS ABOUT

MAKING A CHANGE (THOSE THAT QUALIFY FOR FAST START SCHOOL)

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!!!

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

MINDSET• CHALLENGE YOURSELF TO GET INTO AN

OWNERSHIP POSITION AS QUICKLY AS POSSIBLE.

BROKER EXAMPLE

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

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?

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)

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.

RESOURCES

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

CULTURE•ACRONYMS & TERMS: BPM, BFS, BASESHOP, SMD, FLS, FNA,1 ON 1

• FAITH FAMILY BUSINESS•TEAM OVER ME •SELF IMPROVEMENT

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

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

FIELD TRAINING

Impressed(Future Referrals )

Instant Referrals

Client

Business Partner

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

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.

 

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!!!

CODE OF HONORCODE OF CONDUCT AND STANDARD OF EXCELLENCE FOR ALL TEAM MEMBERS

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

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

HOMEWORK

ARE YOU JUST GOOD

OR

ARE YOU GREAT?3-3-30 VS. 10-10-30

ORIENTATION

TOGETHER, WE CAN MAKE A DIFFERENCEFOR INTERNAL USE ONLY