Fast Start
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Transcript of Fast Start
Fast StartFast Start
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A. Combines 3 Industries into ONE
1. Insurance 2.Investment 3. Debt Management
Be in business for yourself, but not by yourself. Represent hundreds of companies, not just one to the consumer.
Learn from a leadership team with vast experience in the financial services industry.
• The WFG Mission:
– To help families achieve financial independence.
• How WFG Achieves its Mission:
– Converting people from spenders to savers.
For Internal Training and Education Purpose Only
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A. Provider
-You can help your client choose from a variety of product providers.
-You help them find the product that fits their needs, not fit them into a product.
Term Life 401k/403B
Whole Life IRA/Roth IRA
Universal Life Annuity
Indexed Universal Life Mutual Fund
Global IUL College Education Fund
Variable Universal Life Long Tern Care & Disability
For your protection plan
For your retirement planFor Internal Training and Education Purpose Only
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How Much the Company has Paid out to the Field?
More than $2 Billion For the last 10 years
2,000,000,000 ( Two Thousand Million )
200,000,000 Per Year ( Two Hundreds Million )
If you open 1 Account/week = 4 per month 200 X 12m = 2400 points
Level Monthly Yearly
Associate Level 4320 $51,840
Senior Associate 5280 $63,360
Marketing Director 5952 $71,424
Senior Marketing Director 7776 $93,312
For Internal Training and Education Purpose Only
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OUR MARKETOUR MARKET
95%
We want to give everyone a chance:
1. TO LEARN
2. TO EARN $$$
3. TO BECOME BUSINESS OWNER
For Internal Training and Education Purpose Only
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What is WFG?What is WFG?• WFG is a marketing company using relationship
marketing principles.– Relationship Marketing:
Work with a system and warm market that refers you to other potential clients and/or associates.
For Internal Training and Education Purpose Only
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InviteTuesday 6.30 PM
Saturday 9.30 AM
1 On 1
( 13140 Coit Rd Suite 220. Dallas, TX 75240 )
Type of Market
A.Warm market ( Friend, Family, Co-Worker…..)
B.Friendship borrowing ( Who do they know, can do biz )
C.Cold market ( Turn them to warm first )
Work with your warm market first
I just got started with this company (WFG), and I need your……..
1. Help ( Someone like your friend, brother, sister….)
2. Opinion ( Someone who you look up to )
3. Need you to come ( Someone that looks up to you )
To Grow in the BusinessTo Grow in the Business
For Internal Training and Education Purpose Only
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Set up Appointments
10 Field Training ( Learn from your leader )
Client Home or At WFG Office
2. To Build Experience and Knowledge2. To Build Experience and Knowledge
3. To Make Money3. To Make MoneyGet Licensed.
Life and Health license exam $62 (as of 12/2013)
150 Questions – only need 70% to pass
For Internal Training and Education Purpose Only
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TheBusiness Pipeline
TheBusiness Pipeline
• Fundamentals of the System:– Target Market List– Associate Field
Training – Big Events
For Internal Training and Education Purpose Only
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CompensationCompensation
Training Associate 30%
Associate 45%
Senior Associate 55%
Marketing Director 62%
Senior Marketing Director 81%
How can you move from
TA to A
A to SA
SA to MD or SMDFor Internal Training and Education Purpose Only
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A CB
For Internal Training and Education Purpose Only
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A CB
A CB A CB A CB
For Internal Training and Education Purpose Only
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Help your team build Wide and Deep
To find a super star
For Internal Training and Education Purpose Only
What would you prefer to do?What would you prefer to do?OPTION
A
A CB
3 3 3 3 3 3 3 3 3
9 9 9 9 9 9 9 9 9
LICENSE
OPTION B
START = 1
MONTH 1 = 3
MONTH 2 = 9
MONTH 3 = 27
MONTH 4 = 81
MONTH 5 = 243
MONTH 6 = 729
Stu
dy
License + 0 Team
No where to go
License + 729 Team
Plenty of places to go
VS.
VS.
6 M
ON
TH
S
For Internal Training and Education Purpose Only 14
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1. Company Good (YES)
2. Product Good (YES)
3. $$$ In It (YES)
SUMMARYSUMMARY
To grow in the business you need to:
Invite
To Build your Experience and Knowledge you need to:
Set up Appointments
To make Money you need to
Get license
Can you do it? (YES / NO)
( It is not, can you do it …
It is WILL you do it?)
For Internal Training and Education Purpose Only