WFG BUSINESS FORMAT SYSTEM STEPS 12 April Deng

WFG BUSINESS FORMAT SYSTEM & STEPS 1&2 April Deng

WFG Business Format System 人脉 邀 约 ** 2

Prospects Presentation

Why Do We Recruit? 我们为什么招募 1. Cold Market vs Unlimited？ Warm Market 无限熟人市场

2. Massive Passive Income 做销售 vs 做事业 Producer Builder (Traditional) AUM (Revolutionary) PUM Get Licensed Find Partners Study Products Join Business Find Clients Fast Start Sell Share With Others Accrue AUM Build People to Open Offices Repeat

3. Bigger Impact. Help More people. 帮到更多人 https: //lifehappenspro. org/resources/1951/p review? contentonly=true&token=7 e 8 e 0 a 01 ef 50 ba 809106 ee 199 f 5 af 943

WFG 基本功 #1 ： 找寻 rospecting

WFG 基本功 #2 ： 邀约 Invitation

邀约不成功的原因 It’s a number game. Just do more! See you on the top!

Real Example Part 1 - Family Every Wednesday morning I volunteer at my son’s school. This time I met another mom there. Me: Good morning, my name is April. What is yours? Prospect(P): I am xx. Do you have a son or daughter here? Me: I have a boy in 10 th grade, another boy in 7 th grade. How about you? P: I have a senior here and another two twins coming in the fall.

Real Example Part 2 - Occupation Me: Do you work or you just have a flexible schedule? P: I just finished school. Me: School? What were you studying ? P: Nursing. Me: So you want to be a nurse? P: No, I don't think I want to get into nursing. Me: Why? P: Last year every morning I had to leave home at 7, in the evening when I came home I didn't want to cook and had no time to check my kids' homework. Me: So you want to try something else? Have you figured out yet? P: No, I am looking. I want something that allows me time flexibility.

Real Example Part 3 - Message Time excuse Me: Sounds like you may want to take a look at what I am doing. I like what I do because it gives me time flexibility. Do you have anything going on Saturday morning? We'll have an open house. P: I haven’t planned anything for Saturday yet. What it is? For example Me: We are in financial services. For example, Many families save for their kids’ college. But they save money in a wrong place and their kids can’t get financial aid. We can teach them how to maximize financial aid. Don't you think many people will need that kind of help? P: Oh, yeh. I'm interested. I'll come on Saturday.

Real Example Part 4 - Objections After we finished our shift, we walked out together. She asked: P: Can you tell me the name of your company? Me: We are one of the largest broker in the industry. Have you heard of Nationwide, Fidelity, and Prudential ? We represent them all. P: Wow, I see. Remember to send me the address. I may bring my husband. Follow up