1. WELCOME TO ORIENTATION CLASS Phase 1
WFG / TFA

2. CONGRATULATIONS!
Every journey begins with a step, and you have taken the most important one!
You are now a part of something huge.
TODAY I want to stretch your vision!
For Internal Training Purposes Only

3. For Internal Training Purposes Only
Why is WFG for you?
Over 8,000 financial broker/dealers in the U.S. today
WFG started in 1992 as number 8,000
We are now in the top 7 financial broker/dealers in the country
We have accomplished more than companies that are decades old
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4. Have you ever received a call from a financial broker/dealer?
95% of the wealth is controlled by 5% of the population
The rest of us are left to struggle for the remaining 5% of the money
Most financial b/d focus on the first group
WFG is different, we focus on middle America where the help is needed
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5. For Internal Training Purposes Only
We hold our seminars…
To reach out to the public
Most people will never call the number in an advertisement
We are on a crusade to make a difference
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6. 5 Revolutions Taking Place…
…and shaping business today

7. The INVESTMENT Revolution

8. 3 Ways to Invest Your Money
Taxable
Taxed every period
Tax Deferred
Taxed at back end
Tax Advantaged
Not taxed or “Tax Free”
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9. The Impact on Your Future
Taxable $1
Doubled
20 times
33% every double
Tax
Deferred
50% at the end
Advantaged
None
$28,466
$534,288
$1,048,576
Too many people retire in poverty, due to a lack of financial education and planning.
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10. The DISTRIBUTION Revolution

11. For Internal Training Purposes Only
The focus has shifted
It used to be a better product = more money
Today more outlets = more money
It is a simple formula, the more product you sell the more money you make
A perfect example is McDonald’s
A new McDonald’s is opened every 17 hours
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12. The MARKETING Revolution

13. Traditional Marketing
Set up the business
Consumers have to come to you
High overhead costs
Limited time and income
Business only makes money when it is open and running
Consumer
Business
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14. For Internal Training Purposes Only
Franchise Marketing
Pay the franchise fee
Set up the business
High overhead costs
Limited time and income
Business only makes money when it is open and running
Turnkey system
More outlets = more business
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15. For Internal Training Purposes Only
McDonald’s
Mastered the franchise system
Their product is available almost every place in the world
Lion King video sales beat all other retailers combined for 3 weeks
Have you ever wondered why McDonald’s doesn’t sell onion rings?
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16. WFG Relationship Marketing
Unlimited time
No overhead costs
Unlimited distribution
Unlimited income
Make money even when you are not working
Turnkey system
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17. WFG Relationship Marketing
Take the distribution model further
Take the product to the consumer
Personal approach / power of a financial giant
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18. Our INDUSTRY Revolution

19. For Internal Training Purposes Only
Making a Change
WFG has revolutionized the way the financial industry conducts business
WFG applies a networking concept to the nightmare of the corporate structure
You will probably run into people with questions…
For Internal Training Purposes Only

20. Is WFG a pyramid/multi-level?
What is a pyramid?
Corporations are multi-level
Managers on top of managers, with a CEO at the top
The sandwich situation
WFG has shattered that idea - everyone can rise to the top
For Internal Training Purposes Only

21. Traditional Broker Dealers
B/D Role
90% contract level, 10% for advertising
Recruit agents for his office
New agent contract = 50%
Receive overrides
Teach agents only enough to make sales
For Internal Training Purposes Only

22. Traditional Broker Dealers
Agent Role
Captive and limited
Sell clients into products
Meet quotas and avoid caps
No recruiting = no overrides
Open own office = start from scratch
For Internal Training Purposes Only

23. For Internal Training Purposes Only
The WFG Difference
Associate Role
25% - 45% contract level
Recruit agents for his office
Provide an array of product to fit any client
No quotas or caps
Receive overrides at higher contract levels
Become MD with a team in place
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24. For Internal Training Purposes Only
The WFG Difference
MD Role
70% contract level + bonuses + stock options
Recruits associates for his office
Teaches associates everything to become MD
Facilitates associates’ needs
Leads by example
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25. REVOLUTION # 5
The WEALTH Revolution

26. For Internal Training Purposes Only
Robert Kiosaki
A degree = a J.O.B.
Journey Of the Broke
Licenses = business
Financial freedom
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27. For Internal Training Purposes Only
Here vs. There
Real wealth is being able to do whatever you want whenever you want!
A business owner or investor can because
Their business works for them
Their money works for them
Not the other way around!
For Internal Training Purposes Only

28. For Internal Training Purposes Only
Here vs. There
Job
consistent income, then none
someone else determines your income
WFG
Continual growth, then passive income
Your work ethic/dedication determines your income
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29. For Internal Training Purposes Only
Compensation
Title
Contract
Avg. Month
Avg. Year
Training
Associate
25%
$4,000
$48,000 A
35%
$5,600
$67,000 SA
45%
$7,200
$86,000
SMD
70%
$11,200
$134,000
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30. For Internal Training Purposes Only
Compensation
Ways to get paid
Commission + Renewals + Trails
Spread + Override
Stock Options + Bonuses
Awards + Travel
Get paid for work you did years ago
This is a business, not a job
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31. For Internal Training Purposes Only
Licensing
STATE
Life and Disability Insurance License
State Department of Insurance
FEDERAL
Series 6
Series 63
NASD/SEC
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32. For Internal Training Purposes Only
CONGRATULATIONS!
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