1. Spring 2017 Arizona Elite Circle (EC) Orientation
Teach, Train, Inspire, Empower and…Ask for Action!

2. What is EC and Why Create a Solid foundation for building SUCCESS !
Build New Leaders so that TEAMS will come.
Accountability
Navy Seal of WFG
Move to the next level -
• MD, SMD, EMD, CEO, EVC, SEVC
• This is CEO-To-Be-Training!
Trained by Truly Elite builders of WFG.
*The only thing standing in your way from becoming a CEO is: ACTION!

3. Graduate + Replacement
A Pipeline to Find and Grow Leaders People Under Leadership and Assets Under Management
Promotion A SA MD
SMD
EMD
CEO
EVC
Elite Circle
Enrollment
Leaders
Graduate + Replacement
Knowledge
Discipline
Successful Habit

4. Uniqueness of EC Paperless system of EC
Little to no administrative overhead to SMD
Diversified cadets
Organic training materials tailored for cadets
All EC Classes start at 1:00 pm. Classes finish whenever the job gets done. There will be a break somewhere in the session

5. Elite Trainers March 4, 2017 CEO MD Christopher Schloeman
$500,000+ Earner

6. Elite Trainers March 18, 2017 Executive Vice Chairman Jun De La Cruz
$1,00,000+ Earner

7. Elite Trainers April 8, 2017 Executive Marketing Director Andy Weng
$750,000+ Earner

8. Elite Trainers April 22, 2017 Executive Vice Chairman Deron Ferrell
$1,000,000+ Earner

9. Elite Trainers May 6, 2017 Executive Vice Chairman John Cordero
$900,000+ Earner

10. Elite Trainers May 20, 2017 Senior Marketing Director Bryan Linder
$500,000+ Earner

11. Preparation Attending Orientation Registration – NOW
Must be WFG Associate
Registration Fee: $125/$200 (per Couple)
All collected registration fees will be used towards the class expenses:
Travels (hotels/food) – For Guest Speakers
Recognitions (diplomas, trophy, etc.)

12. Protocol
Business formal dress code (SMD Team Shirts), Pen, Mead 5 star Notebook（not computer or tablet)
Three books.
Think and Grow Rich, Napolean Hill
Seven Habits of Highly Successful People, Steven R. Covey
177 Mental Toughness Secrets of the World Class, Steven Siebold
No videos or pictures taking
Be on time (Doors lock exactly at 1 pm)
No Leakage of material or detail of Elite Circle, in any degree, to any person outside of Elite Circle
No Excuses
May get point deductions (details to be explained).

13. Scoring - Credit Promotions, credit to the promoting associate
SA +2
MD +2
SMD +8
EMD +10
CEO + 12
Attending Weekly BPM Mandatory
Homework Credit

14. 1 positive point for each Unit of Homework Activity
Score - Strikes
1 positive point for each Unit of Homework Activity
We will use the Strike System-3 strikes you are out
If you are caught cheating-you are out!
2 missed classes-you are out
No Homework-Strike + $20 fine
Late to a class-Minus 2 points +20 fine
Phone Rings-$20 fine

15. Homework - Scoring
For example
Homework=4 Units
2 personal recruits
2 sales, 2000 points minimum per app
If only 1 point of hw completed, then +1 points given
If all complete, +4 points given

16. Homework - Credit Recruit +1
Recruit Point
Recruit +1
Sales Point (2000 points min)
Split Sale with field trainer (trainee licensed in elite)=.5 points for each
Sale with Non-licensed trainee (if trainee is in elite)=+1 for each

17. Homework Submission
Deadline for current EC homework period: by 12 noon day before the next class.
Recruit Proof – Welcome letter of new associate from Recruiter or Agent Info page
Sales Proof
Life
Application page 1 (mask client’s SSN and DOB)
Client signature page
Agent signature page (if not in the same page of client signature page)
EFT/Check image (mask client’s bank account number)
Rollover
The page shows the money was received by the company

18. Homework Submission
Recruiting proof - Welcome of new associate from Recruiter or Agent Info page

19. Homework Submission
Sales Proof

20. Homework Submission
Sales Proof

21. How to Submit Homework
BPM Attendance
Recruit Proof
Submit on
3 calendar days of the application date for IUL, or 3 calendar days after check is received from client for annuities or trial apps.

22. Submit on https://sites.google.com/site/azelitecircle
Bonus Points
New Watch Earner ($50K cash flow), +3
New Ring Earner, +3
New 1st $1000 cash flow, +2
Promotion Bonus
Associate +2
SA +2
MD +2
SMD +8
EMD +10
Submit on

23. Replacement What is a replacement
Must be direct
Must register the next EC together with the cadet
Does not matter if they are currently in EC or not
They must register through the website for the upcoming EC to count
From 3rd class, each cadet needs to have at least one replacement.
Replacement must attend next EC
No replacement at
3rd Class, -1 / 4th Class, -2 / 5th Class, -4

24. Graduation Completion MVP Swords Life licensed
If associate begins EC unlicensed, must be at least life licensed by end of third class (April 8)
At least 10 points by the end of the last class
Must make at least $1,000 cash flow during EC session
Will receive Certificate of Completion
Graduate Dinner at the Compass Room
MVP Swords
Non SMD and SMD MVP
# 1 Graduate (points)
Golf Score may be considered
if a tie, then most direct recruits wins

25. e-mail: phoenixwfgoffice@gmail.com
Everything

26. Vegas Convention of Champions
Next Big Event
Vegas Convention of Champions
August 13-16

27. Compound Effect
“Little, everyday decisions will either take you to the life you desire or to disaster by default.”
“Your only path to success is through a continuum of mundane, unsexy, unexciting, and sometimes difficult daily disciplines compounded over time.”
“All successful people continually do the little things that compound into something extraordinary!”– SEVC Bill Mitchell
Have an extra mile attitude:
Care more than what others think is wise
Risk more than what others think is safe
Dream more than what others think is possible
Work more than what others think is necessary