We know it may seem overwhelming at first, but with solid time management, great communication and action, success is all but guaranteed. We are committing to seeing you succeed, we hope you do too. The following are areas of focus and direction.
Let's get you going quickly.
It's our priority to get you a level of competence and confidence that will propel you to a successful career. Field Trainers help us duplicate our efforts quickly and simply. Becoming a Field Trainer is not easy, but it is simple. Below are same basic requirements and points on what it takes to become a Junior & Certified Field Trainer.
JUNIOR FIELD TRAINER
CERTIFIED FIELD TRAINER
Our system is merit driven. All promotions are earned and never given. So exactly how do you advance within the company? Take a look at some of the ranks below for information on how to earn your next promotion.
TRACK YOUR MILESTONES
Simple milestone tracker for keeping track of your progress. The outcome of our training is to produce self sustaining, independent, and confident entrepreneurs. Duplication is key and our focus. If you follow what we do, you will get what we get.
IGNORE THE CRITICS
Now that you've made a decision to go into the entrepreneurial world, it is important to put yourself in a position to learn and grow. Negativity and criticism from others will come. Friends and family members can be critics, but also great supporters.
Remember, most people don’t succeed because they take advice from people they shouldn't have listened to.
"YOU DON’T BUILD A REPUTATION ON WHAT YOU PLAN TO DO"
WELCOME TO THE TEAM! 👋
Take a minute a help us understand how to better train and coach you by filing out this quick form.
Congrats, you'RE AHEAD!
You’ve taken care of one important step in your business. Our licensing coordinator will walk you through the process of getting appointed properly. You can also follow these instructions to help you expedite the appointment process.
NO LICENSE? NO PROBLEM
Let’s get you licensed asap. Our licensing coordinator will be reaching out to you to help you with the process. Below is an outline of the entire process.
MARRIED, AGE OVER 25, WITH CHILDREN, HOMEOWNERS, OCCUPATION/WORKING (MACHO)
Everyone should learn about money, but the market and demographic that tends value our services and information the most is MACHO.
ENTREPRENEURIAL MINDED, LOOKING TO MAKE AN IMPACT, DISSATISFIED WITH THEIR CURRENT CAREER
People who value their time, understand their self-worth, have had previous success or those who are looking for change make for great candidates.
Who are the people that can learn, take advantage and benefit from learning the concepts of financial literacy and those who could become a credible referral source? This is your opportunity to create an effective referral network.
Now that you've identified the who, now what? Time to make the outreach. Your trainer will help guide you to ensure the best possible impression is made. Keep the following in mind, you are NEW and in TRAINING, so don't get too overwhelmed with having to know everything just yet.
What's the goal with your outreach? To schedule activity and complete your training. Use the Scripts below:
Let ETHOR be your guide when you're trying to find the right words. What's ETHOR? It stands for Excited, Training, Help, Opinion, Referrals. So when reaching out or having a conversation with others your conversation can go something like this:
I'm EXCITED about this new endeavor/opportunity and so far what I've learned has had tremendous value and impact. I'm in my TRAINING phase and in the process of my certification and I could use your HELP with getting the butterflies out. I value your OPINION and I want to get your feedback about what I'm doing so you can send me some REFERRALS in the future! Could you help me out?
Text messages are a great way to generate activity and market your business. One effective strategy is the 3-way text message that you and your trainer can send out. It's a nonchalant way to get the ball rolling. Feel free to copy and paste.
Hey, _______! I need a small favor. I just took an opportunity to get state licensed and I need a few hours of training to get certified. Can you help me out?
I am excited about this opportunity! I have added (Trainer's Name) to this text thread, since he/she will be the one training me. I have 2 weeks to complete my on the training and I would appreciate your help. I have some availability on ______ and ______ of this week. Which time would work best for you? Hope I can count on you.
Hi, _______ I just started working for this financial company and I am in training. I want to ask you for some help. I need to complete 10 training appointments for my field training to gain experience. I was hoping you could be one of those appointments. Can you help me out? (They say yes)
By the way, I am matched up with a very knowledgeable trainer and they will be doing a zoom with me and you (and spouse) They'll be going over what I am going to be doing. All I need you to do is to ask questions and at the end possible send me some referrals. Thanks!
YOUR TIME TO SHINE!
On this step, your goal is to watch, listen, and learn.
There are 3 ways to market your business.
The overall outcome is to leave with a positive impression, build credibility, create awareness for referrals and potentially adding a new agent or client.
WHAT HAPPENS NOW?
There are three outcomes when we discuss our concepts, company and mission.