The Business Format System....How to attend a meeting ...plus more Freedom Equity Group....FEG
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94% of all failures are due to lack of a system.
Must be: Proven, Profitable, Predictable
Teamwork and Alignment with the System
How we do everything
• Be on time. (Lombardi Time)
…”If you are on time you are late”
• Take Notes.
• Cell Phones OFF not vibrate- no ipads or internet
• Fight for the front row.
• Look professional.
• Be positive.
• Create Mo-Zone. Momentum Zone
• Stay in your seat
• Elephant Ears…… When guests are present
• Smile, give speaker + feedback- Checking watch
• No questions during BOP.
• This is a multi-million dollar business.
• Treat it like one.
• We share the same meeting space
• We want people to feel comfortable and
assured that their financial business is being
handled by professionals.
• Professional is as Professional Does
“When you start to look like Marines
You will start acting like Marines”
Clap unto others….
As you would have them clap unto you.
• Guests are everyone’s responsibility to make
them feel welcome and comfortable.
• They should know to arrive on time.
• Business attire/ Business Casual
“Pick up the phone”!
PS3- Pique Show and 3 way
1. Personal Financial Strategy
2. 3-5 Field Presentations
3. Meet the Spouse
4. Prospect List of at least 25 prospects
5. Submit License/Exam paperwork
1. Self Starter
4. Financial Ability