Training Videos

John Shin

Key Concepts/Keywords:

Company Vision, Mission, System; Do it over and over again; Size of your success determined by the size of your belief, belief in our company, our cause, our system;  

Top 25 List; never delete; memory jogger; 8 qualifier: Married, Age25+, Children, House, Occupation of 40K+ (MACHO),  solid business/career background, dissatisfied, entrepreneurial; hot market, warm market, cold market; hot buttons; Friendship Farming; FORM;  Friendship Borrowing; Be genuine, Be curious; Be prepared for question: What do you do? (elevator pitch)

Successful prospecting: find something in common & reason to reconnect, get contact info;

Make friends, Don't Invite YET!

Ed Mylett

Key Concepts/Keywords:

Show enthusiasm; Scenario of Disaster; Identify hot buttons; Invite Couples; Simply to IMPRESS others with 2 beliefs - our holistic offering for overlooked Middle class, and our revolutionizing the financial services by educating and becoming partner. 

We are looking for people who is looking for us!

Market exchange; center of influence; baseball game, single, double, triple, homerun;  fear paralyzes us; in any conversation, the more certain person will win; the person who ask questions win, the person who answer questions lose; control point of contact; submarine, brand new 18 year old recruit; Roll play; ETHOR - I am in training, I need your help, I want your opinion; What time is good for you, Wed or Sat? WFA. 7 or 8PM? Ask question with 2 options.

Successful invite:  get an appointment. Short and compelling  like movie trailer. 10 minutes at most.

Clear expectation: Not everyone will take this. Too many time, we are too concerned

Jeff Levittan

Key Concepts/Keywords:

Corporate Overview; Mozone, momentum; BPM, business presentation meeting; BMP, bring meeting to people, 1-on-1; 

Successful presentation:  sell the power of financial concepts, and the dream of WFG business opportunity to new prospect, and set up follow-up appointment;  RESELL the power and dream to existing teammates.

Bill Ray

Jeff Levittan

Monte Holm

Key Concepts/Keywords:

Rule of Money Game; Asset allocation;

The magic of compounding; 

How long it would take to double your money, in different financial vehicles, bank? Bonds? Stocks? MF?

If you have $10,000 today, how long it would take for you to become millionaire? 

Key Concepts/Keywords:

Young vs. Old; Responsibility vs. Wealth; Protect the family, pay off the debt, pay off the mortgage, support family, send kids to college, retire with dignity and freedom

Die too soon vs. Live too long

Key Concepts/Keywords:

Invest now vs. later

The earlier, the better (way better)

Time could be your ally if you start early, or your enemy if you don't.

Knowledge is power only you apply it.

Key Concepts/Keywords:

You work hard for your money. Do you want your money work hard for you?

my 401k became 201k in 2008; down-market proof investment? Market volatility, Index, lock

Fixed vs. Variable vs. Indexed

Key Concepts/Keywords:

Gross paycheck vs. net pay; asset allocation, structure; saving account, CD? 401K, IRA, Pension? Roth, HSA, 529, 7701 Plan?

Tax Now vs. Tax Later vs. Tax Free

Key Concepts/Keywords:

Financial map with GPS; 

Increase cash flow, manage expense;  college planning; Emergency fund, 3-6 month income; protection; build wealth; legacy;

Financial needs Analysis

No one plans to fail, just fails to plan.

Bridget Brennan