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FOR INTERNAL USE ONLY. BUSINESS OWNERS IN TRAINING RAISE YOUR HAND IF YOU THINK YOU CAME HERE TO BE IN THE FINANCIAL SERVICES BUSINESS? RAISE YOUR HAND.

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Presentation on theme: "FOR INTERNAL USE ONLY. BUSINESS OWNERS IN TRAINING RAISE YOUR HAND IF YOU THINK YOU CAME HERE TO BE IN THE FINANCIAL SERVICES BUSINESS? RAISE YOUR HAND."— Presentation transcript:

1 FOR INTERNAL USE ONLY

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3 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)

4 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!!!

5 EMPLOYEEBUSINESS OWNER SELF EMPLOYEDINVESTOR 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

6 CHALLENGE YOURSELF TO GET INTO AN OWNERSHIP POSITION AS QUICKLY AS POSSIBLE. BROKER EXAMPLE

7 Capital $$$ $100 +LICENSING License/ Workman's compLicense and E&O Insurance Advertising/marketingDivision dedicated InventoryNo Inventory Payroll No Payroll (you can build an agency) Staff Aegon Home Office AdministrationBack Office reports/queries provided Website designGiven Website personalized to you EmployeesHave a team/build agency OverheadMinimal overhead

8 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?

9 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)

10 MO-ZONE ( MOMENTUM ZONE) 1.YOUR ROLE - HIGH ENERGY, POSITIVE, 1 ST 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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12 ACRONYMS & TERMS: BPM, BFS, BASESHOP, SMD, FLS, FNA,1 ON 1 FAITH FAMILY BUSINESS TEAM OVER ME SELF IMPROVEMENT

13 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

14 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

15 Impressed (Future Referrals ) Instant Referrals Client Business Partner

16 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

17 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.

18 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!!!

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

20 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

21 BFS BOOK CALENDAR ED MYLETT CDs REGISTER FOR BIG EVENT

22 ARE YOU JUST GOOD OR ARE YOU GREAT? VS

23 FOR INTERNAL USE ONLY

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