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Published byLouisa Kory Stevenson Modified over 8 years ago
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Master Wealth Creator (MWC) Quick Start Manual From MWC Advisor David Olivo Free templates on the Presentation Magazine website www.presentationmagazine.com www.presentationmagazine.com “Your journey to Financial Freedom - it’s a Marathon, not a sprint!” Michael Silvers
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Read Welcome Letter Actions: 1.Read Welcome Letter Click HereClick Here 2.Sign up to Facebook page – your Master Wealth Creator Community 3.Sign up to the Digital Traffic Institute – to learn how to put social media to work for you in your business 4.Fill out PRE-PROGRAM QUESTIONNAIRE Important: Before you click finish, copy and paste a copy for yourself, and send a copy to your Advisor BEFORE your first appointment 5.Post request for an Accountability Partner in the Facebook group
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Check eMail – Subject: Before our MWC First Call Actions: 1.Make sure you’ve received the following items: New Peaks Coaching Agreement Mr. Money Welcome Letter Master Wealth Creator Action Sheet Your Conversations about Money Financial Wishes and Dreams 2.Schedule our first appointment at http://coachdavido.setmore.com http://coachdavido.setmore.com 1.For video instructions for scheduling your appointment, click here. (Flash – Mac users must use computer vs mobile device)click here 3.Do requested assignments on next slide
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Before our First Call Actions: 1.Send signed New Peaks Coaching Agreement back to me at david@coachdavido.comdavid@coachdavido.com 2.Send your PRE-PROGRAM QUESTIONNAIRE to me 3.Listen to the Welcome Call from ' Mr Money' Mark Rothstein http://www.newpeaksmwc.com (I have sent you password in an email)http://www.newpeaksmwc.com
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What to Expect Program Monthly “Tempo” Week 1 – Call with Mr. Money (Mark Rothstein) – all about Financial Education and Literacy Week 2 – Call with me – your Advisor. Discuss any questions; help you set your goals; hold you accountable. Week 3 – Mindset Call; typically Michael Silvers – all about your thoughts and how to get them to serve you! Week 4 – Time to complete your homework!
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