QUICK ONBOARDING
Let's get you going quickly.
STEP 1.
PERSONAL SAVINGS PLAN
Let's rearrange some furniture. It's important to be the moral authority and example before asking other's to get their house in order and do the same when it comes to personal finance. If your goal is to improve your financial situation, begin by learning and implementing a plan/program/strategy for yourself.
STEP 2.
COMPLETE PRE-LICENSING
To schedule a time with our Licensing Coordinator. Click Here.
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.
STEP 3.
PASS STATE EXAM/READ BOOKS
Without a license, you can't be properly and fully compensated. So let's make sure we can take care of this step ASAP. Choose from one of the options below for instructions.
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.
COMPLETE PRE-APPOINTMENT CHECK LIST
Visit https://successce.com/worldfinancial/
- Discount code XCELTESTING
Complete the following courses ASAP.
- AML (Anti-Money Laundering Course) - This course is MANDATORY, so do this one first.
- LTC (Long-Term Care Course)
- Annuity Course
Every state has different requirements and fees so be sure to check the instructions below.
- Visit https://successce.com/worldfinancial/ to complete your course.
- Instructions
STEP 4.
Our business is simple to understand and easy to learn. Here are the three areas to learn and master.
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.
Edifying is simply explaining to someone in a few sentences why they should trust the third party you are about to introduce to them. It should communicate quickly, simply and sincerely why you consider that third party to be an authority – and why what they have to say is both important and believable. "Edifying” is the honest and sincere process of making those qualities clear to someone new.
SAMPLE EDIFICATION
Before we get started, let me properly introduce (Name of Trainer).
He’s one of my business partners and he’s the one who changed my perspective about money and finance. (Name of Trainer), who is too modest to admit it, has helped me and many others get our finances in order. He is also one of the people helping me expand my business. I’ve got tremendous respect for (Name of Trainer) because he’s a great example of success and he’s also a great family man.
(Name of Trainer), I want to personally thank you for taking your time today. I know how busy you are and I appreciate you helping me show my good friends (Friends Name) what we do. Guys, make sure you pay attention to what he has to say.
Proper
EDIFICATION
Edifying is simply explaining to someone in a few sentences why they should trust the third party you are about to introduce to them. It should communicate quickly, simply and sincerely why you consider that third party to be an authority – and why what they have to say is both important and believable. "Edifying” is the honest and sincere process of making those qualities clear to someone new.
SAMPLE EDIFICATION
Before we get started, let me properly introduce (Trainer).
They're the person I’ve been working with and the one who’s changed my perspective about money and finance. (Trainer), who seems so modest, has helped us and so many get our finances in order and is one of the people heading up the expansion in our company. I’ve come to have
tremendous respect for (Trainer) because not only are they having success, but they're also a great parent and example to their family.
(Trainer), I want to personally thank you for taking your time today, I know how busy you are, and I appreciate you helping me show my good friends (Prospect) what we do. Guys, make sure you pay attention to what he has to say.
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.
1st message:
Hey (Persons Name) I need some help. I was just given an opportunity to get state licensed and I need a few hours of training to get certified. I am pretty excited about this! I've added (Trainer) to this text thread. They will be the one training me. I have about 2 weeks to complete my on-the-field training and it's all via Zoom! Can I count on you?
2nd message:
Great! I have some availability on ______ and ______ of this week. Which time would work best for you?
Alternatively
1st message:
Hey (Persons Name) I need some help. I was just got state licensed and I need a few hours of training to get certified. I am pretty excited about this! I've added (Trainer) to this text thread. They will be the one training me. I have about 2 weeks to complete my on-the-field training and it's all via Zoom. Can I count on you?
3rd message:
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.
- You'll be taught how to properly introduce and EDIFY your trainer.
- Trainer will go over FORM to build rapport and customize the conversation.
- Your trainer will go over our overview to create DISTURB and intrigue.
- Depending on the individual(s) situation, one or more goals will take priority, i.e. more income, retirement, stability, insurance.
There are 3 ways to market your business.
- One-on-One - It's you, your trainer and prospect.
- Business/Company Overview - You invite prospects to one of the weekly held events.
- Business Launch - You and your trainer host a private event to launch your business with a select group of people.
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.
- 100% are Impressed by what they learn, heard and saw
- 70% become a Client, because it makes sense
- 30% will JOIN you in business, because they're looking for a change, earn more money or looking to transition to a different industry or career
STEP 5.
COMPLETE 1/1/7
STEP 6.
COMPLETE 3/3/30
STEP 7.
ATTEND WEEKLY TRAINING
Learn our business from A-Z all week long. (Timezone is Arizona)
- Monday 6am | Cross Country Crusaders
- Monday 6pm | System Part 1
- Tuesday 6am | System Part 2
- Wednesday 6pm | System Part 3
- Thursday 6am | System Part 4
- Friday 6am | MD and above leadership
STEP 8.
BECOME A NET LICENSE
Earn your first $1,000 as an Entrepreneur and Business Owner
STEP 9.
BECOME A ELITE BUILDER
STEP 10.
EARN $10,000 IN CASHFLOW
ELITE
ACCESS
"The way to get started is to quit talking and begin doing."
-- Walt Disney
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