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How to attend a meeting...The FEG Way! - PowerPoint PPT Presentation


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The Business Format System....How to attend a meeting ...plus more Freedom Equity Group....FEG

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How to attend a meeting...The FEG Way!


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    Presentation Transcript
    system

    SYSTEM..

    Save Yourself Time Energy and Money

    the great mentor marshall thurber taught that

    The great mentor Marshall Thurber

    taught that:

    94% of all failures are due to lack of a system.

    SYSTEM

    Must be: Proven, Profitable, Predictable

    system 1

    SYSTEM..

    Save Yourself Time Energy and Money

    alignment

    Alignment

    TEAM Work and Alignment with the system

    alignment 1

    Alignment

    TEAM Work and Alignment with the system

    alignment 2

    Alignment

    Teamwork and Alignment with the System

    how we do anything is how we do everything

    How we do anything is….

    How we do everything

    how to attend all meetings

    How To Attend ALL Meetings

    • 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.

    business attire

    Business Attire

    • 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

    professional appearance

    Professional Appearance

    “When you start to look like Marines

    You will start acting like Marines”

    how to clap

    How To Clap

    Clap unto others….

    As you would have them clap unto you.

    Enthusiasm

    And Excitement

    guests

    Guests

    • Guests are everyone’s responsibility to make

    them feel welcome and comfortable.

    • They should know to arrive on time.

    • Business attire/ Business Casual

    are you in front of your computer

    “Are you in front of your computer?”

    “Pick up the phone”!

    PS3- Pique Show and 3 way

    five simple steps first 10 days

    Five Simple Steps (first 10 days)

    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

    where do you spend our time

    Where do you spend our TIME?

    Four Checkers

    1. Self Starter

    2. Influence

    3. Coachable/Teachable

    4. Financial Ability