ELITE
ACCESS
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/
Complete the following courses ASAP.
Every state has different requirements and fees so be sure to check the instructions below.
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.
The best clients & agents come to us from referrals. Don't underestimate the power a credibility. Think about how you found your CPA, barber, esthetician, landscaper, etc. Word-of-mouth is the most effective form of marketing and it costs $0 to leverage. Who are the people you know who have great character, are honest, dedicate, relentless & trustworthy? Who's credibility can we leverage? Who are the people you'd be proud to have on your team and agency?
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.
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.
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.
