Anna Li’s Base Use Only. 你在哪个象限？ E – 雇员 (Employee) S – 小业主 (Self Employed) B – 企业拥有者 (Business Owner)) I – 投资者 (Investor) 一份工作

Fast StartGuideline

Anna Li’s Base Use Only

你在哪个象限？

E – 雇员 (Employee) S – 小业主 (Self Employed)

B – 企业拥有者 (Business Owner)) I – 投资者 (Investor)

一份工作为自己工作产生钱的企业钱生钱

不同象限的比较象限 收入 价值核心 特征语言 行为特征

停止工作后

E

S

B

I

我正在找一份稳定、高薪、福利好的工作。

我的佣金是 20% 。每小时我收 $100 。

我正在找人来运作我的公司。

我得到了 15% 的投资回报。

工资

佣金、报酬

企业利润

投资回报

保障、福利

自由职业

使命、团队

财务自由

恐惧失去工作

亲自做、不求人、不培训人

重视人才、团队合作

让钱为我工作

无收入

无收入

有收入

有收入

We are A Broker-Dealer Firm that are aligned with some of the most respected companies in the

financial services industry. Products providers include:

4

4

4 Maintains current selling agreement(s) with World Financial Group Insurance Agency, Inc. and World Group Securities, Inc.

4

4

www.wfg-online.com, field manuel

After RecruitJust Want to Learn Financial Knowledge

Want to do Business

PFS—How many plans in the Market and what the different…If you feel comfortable, I can go over with your own family plan…

After this step, then qualify to our Tuesday and Wed. Training.

Done left side first and go to next page

Why BusinessA. Why financial Business?

PF vs. PC (example: Microsoft)

B. Why WFG Business?Agent company vs. Broker company (example:

NY Life, Prudential, MetLife…)People needs (20-30, 30-40, 40-50, 50-60, 60+)(**Let Trainee answer these questions**)

Why RecruitHow many partners you need in your

business?—Hire or give them the opportunity?

Market—Huge/unlimit, Where is your Partners, There is your Business (McDonalds, Starbucks, Wal-Mart)—System! System!! System!!!

How to do itTop 25 name list, pick 3 person first.

(1, know info. about age range, family, job…FORM; 2. Follow up within 1 week; 3. Inviting…(**All steps talk with Trainer first**)

(**Before BPM, who has guests, Has to know-- confirm before BPM 2 days ahead, and call again 1 hour before BPM, hint: ask them need ride or can they find the place to confirm they really come)

How to do it (Con.)During the BPM, Don’t answer your guests

questions (Let them write down and ask after BPM—Inviter bring the paper and pen)

After BPM, Make an high quality appointment right away (make sure both husband and wife available).

Hint: Try to avoid low quality appointment

How to do it (Con.)Before Field Training: How to be a good

Trainee—present by sideline leaders

Fill the Field Training sheet-- $500 cash or three free cases for who has done 10 field trainings before licensed

Just for internal use onlyAnna’s base use