1. TOGETHER, WE CAN MAKE A DIFFERENCE
ORIENTATION
Explain Orientation as the introduction into understanding basics of our business. Objective is to gain clarity and get off to a fast start
TOGETHER, WE CAN MAKE A DIFFERENCE
FOR INTERNAL USE ONLY

3. MINDSET BUSINESS OWNERS IN TRAINING
RAISE YOUR HAND IF YOU THINK YOU CAME HERE TO BE IN THE FINANCIAL SERVICES BUSINESS?
RAISE YOUR HAND IF BEFORE COMING HERE YOU DREAMED ABOUT SELLING INSURANCE, MUTUAL FUNDS, ETC.?
INVEST OUR TIME W/ THE PEOPLE WHO ARE MOST SERIOUS ABOUT MAKING A CHANGE (THOSE THAT QUALIFY FOR FAST START SCHOOL)
Mindset- Your mindset determines habits, habits determine activity, activity determines results, results determine success
Business owner in training- this means you are to be a student of this business so you can run it in the future
Invest our time w/ people….- this means we are very serious about developing successful agents and leaders in this company, however, we need the commitment from them also. We are looking for people who are coachable, willing to follow instruction, and are serious about changing their lives. This has to be the way we do business. We bring in about new agents into this office monthly and only a 1/3 make it through the training program. Not because it is difficult, but because it requires commitment & dedication. We must identify those folks quickly. We only work with commitment, not potential. Why? Because everyone has potential.

4. SO WHAT DOES KEEP YOU UP AT NIGHT?
MINDSET
YOU’RE NOT HERE TO BE PART OF A FINANCIAL SERVICES COMPANY. YOU ARE HERE TO BUILD A COMPANY.
SO WHAT DOES KEEP YOU UP AT NIGHT?
YOUR CHILDRENS EDUCATION
YOUR RETIREMENT
FINANCIAL INDEPENDENCE
GETTING YOUR LIFE BACK
FREEDOM TO CONTROL YOUR TIME
SPENDING ALL THE TIME YOU WANT WITH YOUR OWN FAMILY
FREEDOM OF HAVING YOUR OWN BUSINESS
BECOMING SOMEBODY!!!

5. E B I S CASH FLOW QUADRANT EMPLOYEE BUSINESS OWNER SELF EMPLOYED
REAL ESTATE BROKER
MCDONALD’S OWNER
WAGE EARNER
SALARIED EMPLOYEE
EMPLOYEE
BUSINESS OWNER S
RESIDUAL INCOME
INTEREST FROM ASSET/INVESTMENTS
REAL ESTATE AGENT
SMALL MOM & POP RESTAURANT
Cash flow Quadrant- Start thinking as a business owner would think!
Explain the cash flow quadrant; different positions and ways of getting compensated
E-wage earners or salaried employees. They trade hours/time for specific dollar amount.
S- Self employed- forfeit salary’s or hourly wages for performance based compensation with higher earning potential. They control their own schedule. They don’t have a “boss” to report to. Essentially they own their own job.
B- Business Owner- these are people who have built something that will generate compensation regardless of the owners daily activity. “I would rather have 1% of 100 people’s efforts than 100% of my own efforts”
I- Financial Independence means income is generated from an asset. Either residual income from past activity or interest generated from investment such as money or real estate
*don’t be biased in explanation, simply explain the differences and give examples of each
The point is there is a mindset attached to each quadrant. To go from employee to Business owner, there must be a shift in our thinking about compensation and our daily activity
SELF EMPLOYED
INVESTOR

6. MINDSET
CHALLENGE YOURSELF TO GET INTO AN OWNERSHIP POSITION AS QUICKLY AS POSSIBLE.
BROKER EXAMPLE
Explain what a management position is with our company. It is SMD and above. It means you are over-riding the production of the reps/agents you help train & develop. Very similar to that of a sales manager in any environment. Let’s use real estate as an example since people are familiar with that model:
Broker Example here

7. TRADITONAL BIZ VS. WFG Capital $$$ $100 +LICENSING
Capital $$$ $100 +LICENSING
License/ Workman's comp License and E&O Insurance
Advertising/marketing Division dedicated
Inventory No Inventory
Payroll No Payroll (you can build an agency)
Staff Aegon Home Office
Administration Back Office reports/queries provided
Website design Given Website personalized to you
Employees Have a team/build agency
Overhead Minimal overhead
Traditional vs. WFG model
Business Owners, if they have access to the right system, have freedom of time, quality of life, can prioritize their life according to what is important without a boss breathing down their neck, they are in charge of their income, etc. Financial Independence is gained here!
If this is the case, why are there so few successful business owners in this country

8. WOULD I KNOW YOU REPRESENT A MULTI BILLION DOLLAR COMPANY?
STANDARDS
DRESS STANDARDS
CONSERVATIVE APPEARANCE EXEMPLIFIES PROFESSIONALISM
FIRST IMPRESSION = PROFESSIONAL ENVIRONMENT
MEN; SUIT & TIE
LADIES; SUIT (EVERYONE IN A BLAZER!)
WOULD I KNOW YOU REPRESENT A MULTI BILLION DOLLAR COMPANY?
In any team, each player effects the overall team identify and reputation. In a business team, it is no different. This means you represent our team and company. One area this is reflected in is in dress attire.

9. ATTITUDE & ACTIVITY BPM (PURPOSE)
TO GROW YOUR BUSINESS BY HAVING GUESTS AND GET TRAINED BY THE BEST.
TRAINING IS ABOUT LEARNING HOW TO RUN YOUR BUSINESS.
YOU ARE ALL INVITED FOR PRE-GAME AND THE MEETING AFTER THE MEETING
CAPTAINS LIST (10-3-1)
Purpose of BPM (strong meeting mentality)

10. BPM PROTOCOL MO-ZONE (MOMENTUM ZONE)
YOUR ROLE - HIGH ENERGY, POSITIVE, 1ST IMPRESSION, STRONG CULTURE, #1 OFFICE, GET TO KNOW PEOPLE
ENVIRONMENT - PEOPLE RESPOND TO HOW THEY FEEL, NOT WHAT THEY HEAR.
PROFESSIONAL APPEARANCE
GO DIRECTLY TO MAIN TRAINING ROOM (NOT IN HALLWAY OR FRONT DESK OR OFFICE)
USE LEADERSHIP EDIFICATION
FIND YOUR GUEST A SEAT NEAR THE FRONT
NO SMOKING, NO CELL PHONES, NO IN’S & OUT’S, ETC.
Mozone
Explain their role and value of mo-zone

11. RESOURCES WWW.FINANCIALREVOLUTION.COM WWW.MYWFG.COM WWW.TFACONNECT.COM

12. CULTURE ACRONYMS & TERMS: BPM, BFS, BASESHOP, SMD, FLS, FNA,1 ON 1
FAITH FAMILY BUSINESS
TEAM OVER ME
SELF IMPROVEMENT

13. GOAL - WITH IN FIRST 30 DAYS
LICENSING
STEP 1- REGISTER FOR YOUR 52 HOUR
COURSE & COMPLETE COURSE
STEP 2- PREPARE YOURSELF (STUDY) &
SCHEDULE EXAM W/ STATE
STEP 3- PASS THE EXAM & GET APPOINTED
GOAL - WITH IN FIRST 30 DAYS

14. ATTITUDE & ACTIVITY ATTITUDE = POSITIVE STUDENT OF THE BUSINESS
ACTIVITY = GUEST AND APPOINTMENTS
LEARN AND MARKET YOUR BUSINESS SIMULTANEOUSLY
GET OUT OF THE WAY OF YOUR WARM MARKET
YOU= TRUST & TRAINER= CREDIBILITY
FIELD TRAINING– OPPORTUNITY TO MARKET YOUR BUSINESS WHILE LEARNING HANDS ON
Attitude & Activity
God, grant me the serenity to accept the things I cannot change, Courage to change the things I can, And wisdom to know the difference.
All you can control is your attitude & activity
Attitude- always be positive & always be a student of business
Activity- Guests to BPM and Appointments
Market your business and learn simultaneously
Get out of the way…Trust vs. Credibility

15. FIELD TRAINING Instant Referrals Client Impressed Business Partner
(Future Referrals )
FIELD TRAINING– Opportunity to market your business while learning hands on
Instant referrals
Impressed
(Future Referrals )
Business Partner
ALWAYS SUCCESSFUL!!
Client
Business Partner

16. 7 KEYS TO A FAST START
1. YOU MUST ATTEND ALL MEETINGS LEARN/PERFECT BFS SET EXAMPLE FOR YOUR TEAM FAST START SCHOOL BIG EVENT!!! 2. DEVELOP YOUR COMPLETE PROSPECT LIST (INVENTORY) ADD NAMES, DON’T ELIMINATE THEM ALWAYS CARRY YOUR LIST WITH YOU, WORK AND CONSTANTLY UPDATE IT. RIGHT MARKET 8 POINTERS

17. 7 KEYS TO A FAST START 3. MASTER THE INVITATION SCRIPTS
AVOID SCENARIO OF DISASTER
 4. SET GOALS
DECIDE EXACTLY WHAT YOU WANT TO ACCOMPLISH.
WRITE DOWN YOUR GOALS AND READ TWICE DAILY.

18. 7 KEYS TO A FAST START
5. BEGIN FIELD TRAINING IMMEDIATELY FOLLOW THE SYSTEM. LEARN FIRST HAND FROM EXPERIENCED LEADERSHIP. 6. STAY POSITIVE HAVE A POSITIVE MENTAL ATTITUDE AT ALL TIMES. DON’T LET NEGATIVE PEOPLE KILL YOUR DREAMS. YOU ARE THE AVERAGE OF THE 5 PEOPLE YOU HANG AROUND 7. BE COACHABLE YOU MUST FOLLOW THE SYSTEM. WE ARE HERE TO HELP YOU WIN!!!

19. CODE OF CONDUCT AND STANDARD OF EXCELLENCE FOR ALL TEAM MEMBERS
CODE OF HONOR
CODE OF CONDUCT AND STANDARD OF EXCELLENCE FOR ALL TEAM MEMBERS
Purpose of code of honor & provide copy

20. HOMEWORK QUALIFY FOR FAST START SCHOOL ( 7-10 DAYS)
DEVELOP PROSPECT LIST= MARKET DEVELOPMENT
3 UNITS OF ACTIVITY= GUESTS TO BPM/FIELD APPT
PERSONAL FINANCIAL STRATEGY
BEGIN 52 HOUR COURSE & SET TEST DATE
Homework
Qualify for FS school- discuss that this is the only way we can determine coach ability and commitment early on. This is their chance to identify themselves as being worthy of the trainers time.

21. HOMEWORK BFS BOOK CALENDAR ED MYLETT CDs REGISTER FOR BIG EVENT
Basic things they need leaving the class

22. ARE YOU JUST GOOD OR ARE YOU GREAT?
HOMEWORK
ARE YOU JUST GOOD OR ARE YOU GREAT? VS
Challenge them to 3/3/30 and 10/10/30
Explain the power in controlling your compensation increase and promotions. Where else do you know what it takes to get promoted? Where else can you control your pay increases?

23. TOGETHER, WE CAN MAKE A DIFFERENCE
ORIENTATION
Explain Orientation as the introduction into understanding basics of our business. Objective is to gain clarity and get off to a fast start
TOGETHER, WE CAN MAKE A DIFFERENCE
FOR INTERNAL USE ONLY