1. TOGETHER, WE CAN MAKE A DIFFERENCE
THE WORDS
Explain Orientation as the introduction into understanding basics of our business. Objective is to gain clarity and get off to a fast start
TOGETHER, WE CAN MAKE A DIFFERENCE
FOR INTERNAL USE ONLY

2. Know The Words
24/7 INVITER
FOR INTERNAL USE ONLY

3. Points to Remember
Show enthusiasm. Don’t be tentative. We have a first-class, professional, quality company.
Don’t get into extensive questions and answers. For you, it’s
premature. Let them hear it from our experienced leadership.
Bring the person to the meeting yourself. Arrange to pick them up, meet them at a neutral site or give clear directions to your office.
Whenever possible, invite both the husband and wife. They are both decision makers.
Phone calls should be 2-3 minutes. If you go too long your giving a presentation, not an invitation.
FOR INTERNAL USE ONLY

4. Control the Point of Contact
Your Enthusiasm
Creates Curiosity
They Ask Questions
You attempt to Answer Questions
You Answer Wrong!!!
(From incorrect or incomplete information)
They Jump to Conclusions
The result is Failure!!!
FOR INTERNAL USE ONLY

5. Help Me SCRIPT Hi__________ this is ___________ (Small talk)
I don’t know if you have heard but I recently took a position with a financial services company called World Financial Group
and I need your help. (Pause, they will usually ask how can I help).
Well I am in their training program that includes classroom training, getting my licenses, and ten on-the-job field
training appointments. My goal is to get my ten training appointments done in the next week and I value your opinion
and was hoping you and ________ would help me out by being one of my training appointments. You’ll help me out,
won’t you? (Wait for answer).
Great, thanks! What is better for you _____ or _____ (i.e. Wed or Fri, daytime or evening, 6:00 or 8:00 ).
Let me ask you, who else do you think I should talk to that might set up a training appointment with me?
Let me write down your address. Ok Great!, I’ll see you on __________ at _________
QUESTIONS:
Prospect: WHAT IS IT?
You: It’s about minutes or so, and we’ll just stop by and show you all the things we do. Then maybe in the
future if you know someone or you hear anybody talking about it, you can give me a referral. If nothing else I get my
training out of the way.
FOR INTERNAL USE ONLY

6. Use ETHOR to execute a great “Help Me” script every time.
E - Excited
T - Training
H - Help
O - Opinion
R - Referrals
Mindset- Your mindset determines habits, habits determine activity, activity determines results, results determine success
Business owner in training- this means you are to be a student of this business so you can run it in the future
Invest our time w/ people….- this means we are very serious about developing successful agents and leaders in this company, however, we need the commitment from them also. We are looking for people who are coachable, willing to follow instruction, and are serious about changing their lives. This has to be the way we do business. We bring in about new agents into this office monthly and only a 1/3 make it through the training program. Not because it is difficult, but because it requires commitment & dedication. We must identify those folks quickly. We only work with commitment, not potential. Why? Because everyone has potential.
FOR INTERNAL USE ONLY

7. Invitation Script
FOR INTERNAL USE ONLY

8. Invitation Script Be Positive Fired up! Sell the dream “better life”
Ask questions
Helping people
Stay in control
Mail down the date & time
Reassure them
Pick’em up!
FOR INTERNAL USE ONLY

9. Edification Field Training Edification Script:
Trainee should introduce and “Edify” the field trainer.
Trainer and trainee should arrive and leave together.
Trainee should remain quiet during most of the appointment, minimize distractions, and take notes.
Trainee should ask trainer questions “pick his/her brain” on the way to and from the appointment but not ask questions during the appointment.
Trainee should practice and drill the presentation at home.
Field Training Edification Script:
(Couples Names) I wanted to take a minute here and thank (trainer’s name) for taking time out of (his/her)
busy schedule to be here (today or tonight) to train me and maybe show you something that I think you’re
going to be interested in.
I know I told you when I called that I wanted you to take a look at what I’m doing, but I want you to know
something. I’m very serious about this and I’m probably going to be making a career change from (current
employer) in the next 3-6 months, and the number one reason why I am doing that is because of the person
right here: (trainer’s name).
(He or she) did such a great job for (spouse) and I – and we were so impressed with what this company has
done for us, that I felt obligated to share this opportunity with you. I just wanted to publicly thank (trainer’s
name) for being here. You’re going to like what (he/she) is going to show you. (Trainer’s name) is a very
busy person and is outstanding at helping families like yours. I’m just excited that I get to share this time
with you. (Trainer’s name), I want to turn this over to you.
FOR INTERNAL USE ONLY

10. Remember Good Qualities
Remember Hot Buttons
Remember Good Qualities
3 Good Qualities Script
FOR INTERNAL USE ONLY

11. Leverage Leadership “ Here is …”
Leader and associate act as joint inviters
“ Here is …”
Phone Zone
FOR INTERNAL USE ONLY

12. TOGETHER, WE CAN MAKE A DIFFERENCE
THE WORDS
Explain Orientation as the introduction into understanding basics of our business. Objective is to gain clarity and get off to a fast start
TOGETHER, WE CAN MAKE A DIFFERENCE
FOR INTERNAL USE ONLY