1. Fast Start Guideline
Anna Li’s Base Use Only

2. 你在哪个象限？ B E I S 创造收入的途径 E – 雇员 (Employee) B – 企业拥有者 (Business Owner))
S – 小业主 (Self Employed)
B – 企业拥有者 (Business Owner))
I – 投资者 (Investor)
一份工作
为自己工作
产生钱的企业
钱生钱

3. 不同象限的比较 E S B I 我正在找一份稳定、高薪、福利好的工作。 我的佣金是20%。 每小时我收$100。 我正在找人来运作我的公司。收入
价值核心
特征语言
行为特征 停止
工作后 E S B I
我正在找一份稳定、高薪、福利好的工作。
我的佣金是20%。
每小时我收$100。
我正在找人来运作我的公司。
我得到了15%的投资回报。 工资
佣金、 报酬
企业利润
投资回报
恐惧失去工作
亲自做、不求人、不培训人
重视人才、团队合作
让钱为我工作
保障、福利
自由职业
使命、团队
财务自由
无收入
有收入

4. We are A Broker-Dealer Firm
that are aligned with some of the most respected companies in the financial services industry. Products providers include:
field manuel 4 4 4 4
4 Maintains current selling agreement(s) with World Financial Group Insurance Agency, Inc. and World Group Securities, Inc.

6. After Recruit Want to do Business
Just Want to Learn Financial Knowledge
Want to do Business
PFS—How many plans in the Market and what the different…If you feel comfortable, I can go over with your own family plan… After this step, then qualify to our Tuesday and Wed. Training.
Done left side first and go to next page

7. Why Business A. Why financial Business? B. Why WFG Business?
PF vs. PC (example: Microsoft)
B. Why WFG Business?
Agent company vs. Broker company (example: NY Life, Prudential, MetLife…)
People needs (20-30, 30-40, 40-50, 50-60, 60+)
(**Let Trainee answer these questions**)

8. Why Recruit
How many partners you need in your business?—Hire or give them the opportunity?
Market—Huge/unlimit, Where is your Partners, There is your Business (McDonalds, Starbucks, Wal-Mart)—System! System!! System!!!

9. How to do it Top 25 name list, pick 3 person first.
(1, know info. about age range, family, job…FORM; 2. Follow up within 1 week; 3. Inviting…(**All steps talk with Trainer first**)
(**Before BPM, who has guests, Has to know-- confirm before BPM 2 days ahead, and call again 1 hour before BPM, hint: ask them need ride or can they find the place to confirm they really come)

10. How to do it (Con.)
During the BPM, Don’t answer your guests questions (Let them write down and ask after BPM—Inviter bring the paper and pen)
After BPM, Make an high quality appointment right away (make sure both husband and wife available).
Hint: Try to avoid low quality appointment

11. How to do it (Con.)
Before Field Training: How to be a good Trainee—present by sideline leaders
Fill the Field Training sheet-- $500 cash or three free cases for who has done 10 field trainings before licensed

12. Just for internal use only
Anna’s base use