Agenda Training, Module 1 You re a New Agent, Now What? Steps for Success Questions and Answers at the End Training Modules Series Worth Unlimited Dr. Joan Haakonstad And Kai Baker Mr. Mac Saunders! National Training Director Worth Unlimited BUT FIRST, A GUEST SPEAKER There is a HUGE problem out there you can see the issues / challenges with debt nearly everywhere you turn! We are reminded daily of the impact debt causes We see issues in many different ways Most people are not where they want to be financially, usually due to debt Some don t even know they have a problem with debt There is a HUGE need for Financial / Debt Freedom! You KNOW the Answer!!! Now, YOU have the chance to help people with the number 1 issue on their minds. And, you can impact MILLIONS! We are offering people a lifeboat But, prospects may not even know they are on the Titanic they may not even know what is happening and they are going down. 1
You joined Worth for a reason!!! To Help Others Earn More Money So Many Other Reasons Poll From Past Advanced Training Most agents want: Replace their current income with Worth Unlimited business Have large team Don t be a Secret Business Owner!!! YOU RE A NEW AGENT, NOW WHAT? Step 1: Steps for Success Have Your Personal Analysis Completed / Become a Product of the Product Step 2: Create Your Goals / Identify Your Why Step 3: Create Your Back to the Basics (BttB) List (list of people you know/your DB) Step 4: Practice Your Core Message Step 5: Pick Up Your Phone and Call Prospects!!!! Step 6: Plug Into Corporate and Team Trainings Step 1: Have Your Personal Analysis Completed Best piece of wisdom You want to go through the sales process so you know what it is like and so you can describe it to someone Be a Product of the Product Will create an excitement (and confidence) that others will feel from you - will be contagious Gives you a story, Facts Tell, but Stories Sell Agents who are on the program, far out sell those who are not Step 2: Create Your Goals / Identify Your Why What do you want to accomplish with your Worth business? How much income? How many sales? Large Team? What do you want your business to look like? Why did you decide to move forward as a Worth Agent? Why is this important to you? Get Clear with What you Want to Accomplish with Your Worth Business and Why that is Important to You Write it down Be specific If you are clear about what you want to accomplish and WHY you want to accomplish it, everything else appears so much easier Step 3: Create Your Back to the Basics (BttB) List 1. Brainstorm Spend 1-2 hours brainstorming on everyone you know Do NOT judge, just write down every name that comes to mind Use memory jogger and/or telephone book Your Database, BOB (Book of Business), SOI (Sphere of Influence), Cell Phone, Social Media 2. Categorize Client prospect, Agent prospect, or both? 3. Rank on a scale from 1-10 1 not so hot 10 HOT!!!!! 4. Call on your top 10 prospects! 2
Step 3: Create Your Back to the Basics (BttB) List Most commonly skipped step, yet the MOST IMPORTANT!!! Helps make you bullet proof!!! If hear no, or prospects are not ready to move forward, you are not sitting around with nothing to do you have a list of people who NEED this program / NEED what you have to offer Decreases commission breath Gives you your next step Your database is the MOST important thing for your business, your Phone is a close second Step 4: Practice Your Core Message Your Core Message: Brief intro into WHAT it is and HOW it has helped Tell Your Story!!! The rest of your discussion cannot be rehearsed - this is truly just the Intro / a story of what and how Want it short, yet inspiring, memorable and engaging You want people to ask questions Practice, allow it to feel natural Work with your upline Role Play Ask to practice with friends and family Step 4: Practice Your Core Message Example of a Core Message: The Worth Account program is an online, financial GPS that looks at one s income, debt, and monthly expenses and mathematically calculates the fastest way to pay off your loans. It then shows you step by step, turn by turn, exactly how to do just that become debt free in the shortest time frame possible. For example, this is helping my family pay off our 29 year mortgage in only 9.1 years - We are saving over $327,000 in interest and almost 20 years of payments. And, we did this: Without refinancing, Our monthly payments remained the same, And there was no change in our monthly budget Would you like to see if you qualify? Step 5: Pick Up Your Phone and Call Prospects!!! Your phone is your biggest asset Most efficient tool to reach as many people as possible Start a conversation / Share Information! Ask the Golden Question Have you heard about the Worth Account? Use your core message, gain interest through your conversation / ask questions, and refer to Worth for an analysis May need to send the 3 part mini video series to help introduce program (from back office or product-only replicated site) Step 6: Plug Into Corporate and Team Trainings Invest time in yourself and your business Plug into Corporate and Team Trainings! There are a lot of tools and resources to help you be successful. We will review some now; however, do NOT go through everything before you do anything. In fact, your enthusiasm / excitement will do more than any knowledge you could memorize Avoid Analysis Paralysis!!! Corporate Resources Replicated Sites Product-Only: www.worthaccount.com/youragentid Has three-part mini-video series which is EXCELLENT to help client prospects learn more and gain interest Can also send these videos from back office Opportunity: www.worthunlimited.com/youragentid Weekly Field Calls Mondays at 5pm Pacific / 8pm Eastern Live Opportunity Meetings (throughout the country) Recorded Webinars (Including Opportunity Webinar, Compensation Plan, Demo of Program, How Worth Account works, etc ) Demo Program Back Office 3
Back Office Back Office Explore your back office!!! https://portal.worthaccount.com/ Or, just go to www.worthunlimited.com and select Agent Login on upper right corner Login info: Username: Email you used when you registered Password: See welcome email or call Agent Support Can change once login Important Numbers Analysis Hotline: (800) 224-1053 Open M-F, 0800-7:00pm Mountain Use to set appointments with Coaches Client / Agent Support: (877) 576-5563 Client Support Option 1 Agent Support Option 2 Same hours as above Weekly Training Team Resources Tuesdays at 11am Pacific / 2pm Eastern All team trainings are recorded and you have access to them on team training site 24/7 Team Training Site Emailed out weekly and in your Welcome Email from Dr. Joan Haakonstad Weekly Emails Please read: has valuable info Take Action NOW program Repeat 3-4 Times per Year Modules Series Recordings on Team Training Site and Repeat Live Modules Often Step 6: Plug Into Corporate and Team Trainings You have everything you need to be successful. We just need you to: Take Action NOW!!!, Our Program Assists people in achieving their financial goals Helps people save time and interest on nearly every debt they have Directs people on how to eliminate debt in the fastest time frame possible given that person s unique financial situation Guides clients on how to build a savings / emergency fund Shows clients best use of money Provides answers to hypothetical financial situations Takes the guess work out of our financial planning Gives future financial projections to help clients plan for life and (un)expected events Teaches / Educates people about money and outcomes of financial decisions Offers personalized coaching and helpful client support 4
People need this NOW more than EVER! AVOID Analysis Paralysis Get started immediately OTJ On the Job training is ALWAYS best! People will be more impressed by the height of your enthusiasm than by the depth of your knowledge Step 1: Steps for Success Have Your Personal Analysis Completed / Become a Product of the Product Step 2: Create Your Goals / Identify Your Why Step 3: Create Your Back to the Basics (BttB) List (list of people you know/your DB) Step 4: Practice Your Core Message Step 5: Pick Up Your Phone and Call Prospects!!!! Step 6: Plug Into Corporate and Team Trainings Next Step Once you Master these steps, it is time to move on to the next step! Watch the next module! Next Module: The Sales Process Helpful Hints and Suggestions!!! : There are three simple rules in life: 1. If you do not GO after what you want, you ll NEVER have it. 2. If you do not ASK, the answer will always be NO. 3. If you do not step FORWARD, you will ALWAYS be in the same place. QUESTIONS? -Unknown 5