AND EFFECTIVE MEETINGS Team Etiquette AND EFFECTIVE MEETINGS

Team Etiquette Dress appropriately Arrive early – before guests Start on time – end on time Introduce guests to other Associates Keep the mood upbeat and positive Sit with your guests through the presentation! Take notes! Make sure your cell phone is off

SORT GUESTS AFTER PRESENTATION Team Etiquette Remain in your seat throughout the presentation and support the presenter Don’t interrupt the presenter or ask non-related questions Introduce guests to Presenter after Presentation – Mr./Mrs./Ms. Ask Presenter Question AFTER all Guests Leave SORT GUESTS AFTER PRESENTATION

PBR / Home Meeting Checklist Phones Off Hook Kids in Bed/Babysitter Animals Outside Documents on Table Handouts Ready -1-9 Overview Sheet -Associate Agreements & Pens -Monthly Bonus -CORE Services Flyer Simple Snacks No Alcohol Cool Room Temperature Upbeat Music (Before and After) Sign In Sheet MOST IMPORTANT . . . HAVE FUN!

Role Of The Host Welcome Guests: Do NOT apologize for “no shows” Ask to Turn Off Cell Phones Hold All Questions Until the End Do NOT apologize for “no shows” Edify the speaker by talking about their past, present and future Sit with your guests through the presentation, Take notes, Stay Excited, Participate with Speaker! Sort Guests after Presentation

After The Presentation Turn music back on Break out room Sign up Associates and Refer Services “Can’t you see yourself doing this with me?” “We’re going to have the best financial year ever!” “I love you too much to leave you behind!” “I’m going to be there with you every step of the way.”