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FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Resource: “Tested in the Trenches” by Ron Carson.

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Presentation on theme: "FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Resource: “Tested in the Trenches” by Ron Carson."— Presentation transcript:

1 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Resource: “Tested in the Trenches” by Ron Carson

2 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Become a Financial Advisor Representative Become a Financial Advisor Broker Build a VIP

3 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Get ALL Certifications – Legal Protection, Debt Watchers Get ALL Licenses – Life/Health, Series 6/63/26/65, Auto/Home Get ALL Appointments – Fixed Indexed Annuity (once Life Lic), Variable Annuity (once S6/63 Lic) Master Referrals, Setting Appointments, the KT Cycles (Kitchen Table Cycles), Making Money Get Promoted to District Leader (at minimum) Help People Achieve their Goals and Dreams!

4 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Become a Successful Financial Advisor Representative! Build a Team (Brokerage)! Duplicate Yourself! Get Promotions to Division, Regional Leader, and Regional Vice President! Get Ring ($100,000+ Income)! Earn Monthly/Quarterly Bonuses! Earn Quarterly Stock Awards in Life/Securities! Win Semi-Annual All-Expenses-Paid Trips! Obtain Ownership & Leave a Legacy!

5 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Very Impressive Practice... Build 7 – 10 Key FARs Build 7 – 10 Key FABs Build $100 Million AUM Retail (MF & VA) Build $50 Million AUM Managed Accounts Build $1 Million Passive Annual Income for Life!

6 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Create a Compelling Vision, and develop a Personal and Professional Mission Statement Hire, Train and Develop Top Notch Staff Systematize the Key Parts of Your Business – KTA, Licensing, Classroom Training and Field Training Productivity – streamline your Product List: Legg, Lincoln and Lockwood – Keep it Simple!

7 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Build Your Brand with V.I.P.E.R. – VVision, Values and Value IIntimacy PPersonality EExperience RRespect Love Affair Marketing – Build Relationships Communication – Be the Loudest Voice in your Client’s and Your Teammates Lives, or someone else will!

8 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Ownership since 1993 8 straight years of Double-Digit-Recruiting 11 RVPs Produced (3 more this year!) 5 FIC WatchWearers; 1 FIC Ring Wearer $100 Million AUM Retail; $8 Million AUM MA Last month, 18 Directs in Base produced Business (all Securities Licensed) This will be our 55 th All-Expenses-Paid Trip with Primerica!!! Business currently worth $4.0 Million!!!

9 FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC


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