Top Performers: HOW do they do it?

The BEST way to learn is from those who have achieved success. In this recorded webinar you can learn some tips and secrets that have helped our best agents to rise to the top.

LISTEN to the training here.

Field Equity POINTS: This is HUGE!

(LEARN MORE)

On the March 31st, 2020 “BIGGEST ANNOUNCEMENT IN COMPANY HISTORY” call, it was announced that over the next 3 – 5 years, all UFinancial Team Members will work together to help reach a $2Billion+ Company Valuation Goal. Once it is determined that the Company has reached a confirmed strategic value, the Company will entertain and/or actively pursue outside investment money, and/or partial or full acquisition offers.

Then each time investment and/or acquisition funds are secured (in part or in full), a 50% net amount of those funds will be paid out to all qualified Field Agents! … (and this is in addition to the already lucrative comp plan commissions that are paid out).

LISTEN to the recorded webinar explaining how the program will work!

Close captioned VIDEOS!

We want to help our members and clients to learn, earn, and save with the Money Max Account.

We have many members of the community already using our amazing software on their way to financial freedom and we ask you for your help: Below is one of our presentation videos that I have added subtitles to. I'll also be adding more, but it IS a process that takes a bit of time. I want to add the most important first. If you have a video you believe to be of key importance, that you would like subtitles added to... please copy and paste the link to the video and email to me at: WealthBuilderGPS@gmail.com

This way I can get it captioned and add it here...

"All Across America"
UFF strategies for savings...

Rapid Funnel Training: Prospect like a PRO!

Video:

.˘

The video above features the owner of the Rapid Funnel company, and goes into more detail, but here are a few tidbits I've learned using it. I will add to it as I learn more.

1) Rapid Funnel is meant to use as a follow up AFTER you've already made first contact with people. It has built in "spam safeguards" which will kick in and reduce use of certain functions if you don't maintain a good "score." If you add people in willy-nilly and just send them stuff, they are unlikely to open it and it reduces your score (and wastes your time). Additionally, remember that certain methods of marketing (mass emails, robo-calls, etc) are against our terms of service. This is a "1 to 1" type of thing and I've found (in 12 years of doing this) that the best results are obtained by initiating that personal connection FIRST, by phone or in person. All these other things are, for the most part, a waste of valuable time. Keep in mind though, that if you do have an advertising campaign, that the compliance department will help you get the message right... just reach out to them via: compliance@UnitedFinancialFreedom.com

2) CAMPAIGNS... require an "opt-in" by your prospect. If they aren't told by you to do that, they may open it and ignore it. This means they don't receive the drip campaign and it reduces your score. Do NOT add someone to a campaign unless they know to opt in. I recommend you use this function only when you have someone on the phone, that way you can add them, assign them to the campaign, and they can opt in right then.

3) RESOURCES... are items you can send out one at a time, there are resources for potential clients and agents. In the clients area you will also find a lot of client testimonial videos... I like to send one or two of them (Orlan is a good one) to a potential agent as well. Look at each of them yourself, so you are familiar with them.

4) LABELS... once you have a prospect added in, you can apply a LABEL so you can sort them later.  I chose to use "PAssoc" for a potential agent, "PClient," "MyTeam" and "TeamPros" (team prospects, which are the prospects of my team members that I need or want to follow up with as well), "Joined" and "Bought." You might come up with other ways to group. You CAN apply multiple labels and create new ones anytime, as well as change labels as peoples status changes.

5) SENDING... You can send a resource inside, or outside, a specific contact. If you want it tracked back to a contact, open the contact and use "send resource." It will prompt you to choose what you want to send... for instance "Pique Interest" and then you click the box to the left of "Prospecting Video." It will then give you choices of how to sent if you have both the email and phone number. Sending a resource outside a contact will still allow someone to fill out the form and add themselves to your Rapid Funnel. This is good if you want to send out a small broadcast email to your personal contacts.

6) TRACKING... is important, and using the Rapid Funnel for all your prospect and client contacts will give you a history of what you've sent them. But you can also send items outside a contact by simply choosing "Resources" from the main menu. This is a good way to get someone to "self add" themselves to Rapid Funnel. You can use this with SOCIAL MEDIA by using this "work around..."

7)  SOCIAL MEDIA... you can easily add a resource post to Facebook, and some other social media by using the "<" share function on the APP (click on "resources" then choose what to share, then share). However you cannot share to a specific person on Social Media (spamming through Messenger can get your Facebook account locked down), however... if you DO know someone well in real life and want to use that medium to share you can do this workaround... go to Resources, choose what you want to share, choose to share via email or text... then, when it opens up... copy the link it provides and then go to Facebook or social media and share in a message to a specific person.

The company will be "tweaking" the messages in Rapid Funnel, adding to it, and improving it. If you have a suggestion to pass along to home office on a way to improve it, simply email to me and I will get to Skyler: WealthBuilderGPS@gmail.com

The NEW 2019 Compensation Plan for Agent-Associates!

Six Ways to Earn with United Financial Freedom
... Formerly Worth Unlimited 


The Career Plan has amazing ways for you to earn money and rewards as an agent: 


• 1. Personal Sales Commissions 

• 2. Field Trainer Commissions with split sales 

• 3. Management Overrides / Spread Commissions 
• 4. Leadership Overrides 

• 5. Five Profit-sharing Pools 

• 6. Trips, Incentives, and Promotions

Here are some snippets (just click on them to expand) from the Compensation Plan. For the complete PDF of the plan, just email SUE at: WealthBuilderGPS@gmail.com and I’ll send it along to you!

Split Sales (with your Upline or a "Field Trainer") are a training requirement for your first two sales and voluntary after that. BUT, even if you ONLY want to refer, you still get credit for 1/2 a sale, and earn 1/2 of the commission at whatever your rank is!

This is truly a GREAT
2nd income opportunity!

• We HELP people become financially independent and DEBT FREE.
• We help people save tens of thousands of dollars.
• We offer income opportunities both full and part time.
• We have THOUSANDS of testimonials!
• We have multiple AWARDS.
• We have an A+ rating in the Better Business Bureau
  For our two "parent" companies:
  Worth Unlimited, and
  UFirst Financial.

(click to visit the BBB website)

Get started earning today!
407-443-0348
Ask for Sue

Clergy, Counseling, Couples & U?

You know, I once had a Pastor I was enrolling in the company tell me that, in the 15 years he had counseled couples, that only ONE couple had marital problems that were NOT related to money.

He said that often it’s the root of a problem that causes others. One person is overspending and hiding it from the spouse, who senses the deception. Once the TRUST is eroded, it poisons everything and the foundation of the relationship is in peril.

One couple: The wife thought husband was cheating. When they got to the root of the problem; turned out it was just that the husband had been spending money and hiding it from his wife.

Her response… "I don’t care about the money, I just want to know WHO you are spending it WITH.”

LOL (sorry, it's really sad). He had caused such distrust, even when she learned the truth, she STILL didn’t believe it.

I'm sure this program has saved marriages and relationships! Perhaps that is why we have so many clergy involved with the company?

Do YOU have a personal experience related to this? if, so, and if I can share your story, please email me at WealthBuilderGPS@gmail.com  I will use just your first names (or name you provide) to protect your privacy.

FREE Savings Analysis!

Your first step is to get your FREE Savings Analysis done. Our average client saves over $100,000 on their journey to being debt free, your savings might be a bit more, or less, but the Analysis will show you your unique savings and is tied to our Money Back Performance Guarantee, should you move forward and get the program.

Here is what a savings analysis looks like. Just click to expand it, OR, if you would like to have a version emailed to you, just text your email address to 407-443-0348 and ask!

To do your savings analysis we just need the balances, interest rates and payment amounts on your debts. We do not need any "sensitive" information like account numbers or personal identifying info. In other words... nothing that could possibly lead to identity theft.

You can get a start by downloading this form to see what numbers we look for. Don't worry if it's not "exact", a good estimate is fine.

If it's a bother to print, fill out, scan and email, no worries!
But, if you want the appointment to go faster, just use it as a reference and email the numbers in the body of an email to: WealthBuilderGPS@gmail.com
Include your name and the name of who referred you to the company!

Get your free savings analysis appointment by calling: 407-443-0348 or emailing: WealthBuilderGPS@gmail.com

Appointments avail Mon & Tuesday 9 am to 1 pm Eastern, and Weds-Saturday 9 am to 7 pm.

NEW VIDEOS on our Client Sites PLUS Product Demo

The company has researched which, of all the videos and trainings out there, have done the BEST job explaining the program and converting clients.

They have ADDED them to our client sites on a special "video" page you can access with this link...

http://WorthAccount.com/(yourID)/videos
like this...
http://WorthAccount.com/Sue/videos

This is the best short intro video...

And this is the best DEMO video

PLUS... with all of the explosive recruiting and growth throughout the company, Agents have been asking for live Presentation and DEMO training on the Worth Account System.

So this happened on August 26th... where we went into a detailed Demo of the Worth Account.

You will be AMAZED at what the software can do! …In this demonstration, you'll see the software’s amazing capabilities ... ones that you probably aren’t even aware of! 

NOTE: We still have the special $49 promo to sign up to be a Worth Referral Agent. Adding Worth to YOUR business can produce significant additional revenue as you just "Refer & Earn!"

Help your clients to become financially independent and build wealth with Worth!

http://WorthAccount.com/Sue/videos
use "Discount Code" - Start49

This promo could end anytime, so take action now!

Call Sue with any questions: 407-443-0348

A Step by Step Guide to Getting Started

There is so, SO much information about Worth it can sometimes seem a bit overwhelming but, in reality, there are some simple steps you can take to start producing results. 
You don't have to know everything, you will learn as you go along. Just keep in mind that if someone asks you a question, and you are not sure of the answer, you can get someone in your upline to give them a ring. But most of the time you can just tell them you'll find out and continue the conversation. If you need me to follow up with one of your prospects... just TEXT me their name and phone and any details I should know. I will call them asap. 

TEXT to: 407-443-0348

Step 1) Sign up as an Agent!
There are two choices right now...
a) $155 includes a 30 day use of the Worth Account AND your "agent license" for the first year. This is the right option if you think that you might want to buy the Worth Account for yourself, or even if you just want to use it for 30 days as a "training tool." If you DO buy the Worth Account (you have 10 days to get a 20% discount if you do) the $155 becomes a credit toward your purchase.
b)The other choice is to just sign up as an agent only. That is normally $149 however, right now there is a discount and you can sign up for just $49 (use discount code Start49).


Step 2) Get familiar with your websites. 
One is for you to show to potential clients, the other for potential agents. They will look like this, but with YOUR unique agent number at the end (I've used my own here).
CLIENTS: http://WorthAccount.com/Sue 
AGENTS: http://WorthUnlimited.com/Sue


Step 3) Check out the back office.

It's been redesigned a bit since this first video was made, but check out the second as well for a good overview. Frankly, if you just poke around a bit you'll figure it out.

Back office orientation:
https://youtu.be/S5P7idnSd4s
New back office tools:
https://youtu.be/jGZ583zY1kg

Download an eBook and READ IT!
(you can do from your back office)

Step 4) Run your OWN analysis!
One thing that will really motivate you and help you understand the program is running your own analysis. To do that, go to where your name is in the back office (upper right hand corner), click on your name and choose the "Run My Analysis" link from the drop down menu. Enter your accurate debts and income and see how much the program will save YOU!

THIS VIDEO will help you run the analysis!
https://youtu.be/G4lRTLOK8sA

If you are debt free, then you should run a Sample Analysis in your "Prospect" area.

Just create a fake prospect and give them a name that is obviously fake... I use "Sample Client" for first and last name so if the home office sees it they don't think it's real. I like running 3 different analysis scenarios and printing them out as examples to show people. I'll do one with only a mortgage, one with a mortgage and a rental property and one with a mortgage, car loan and credit card debt. Just make up numbers you feel are pretty average for your area. This really gives you a good feel for what the program can do.

Step 5) Watch a few training videos to boost your confidence with talking about the program. You can watch more as you have time.
There are a lot of training videos on the Corporate YouTube channel. I'm going to give you a link to that and you can poke around and pick out what you want to watch. But, for now, here are the most important in my personal opinion...

How to talk about the Worth Account:
https://youtu.be/Fm8QYw6mSCI

Agent Marketing Resources:
https://youtu.be/crsrszn_-LU

HOW does it Work?:
https://youtu.be/UFwtw0uOL4w

More Training on the Corporate YouTube Channel:
http://youtub.be/WorthUnlimitedTraining


Step 6) TALK ABOUT IT! "Warm" Market.
If you talk to clients about money or real estate, you have a warm market to drop this organically into a conversation. It also makes a great prospecting tool... call your past clients. Even if they are not interested now, it's a great conversation starter and you might end up just getting a referral from them for your core business. For existing clients, I might just ring them up and say... "I've just discovered a great tool to save thousands of dollars. Can I ask you... is your house free and clear?" Let them answer and follow up with snippets of info, but mostly let them ask you questions. The goal? Get them interested in having their Savings Analysis done. Then, if you aren't ready to do it for them, or just prefer the company does, use the back office system to "ASSIGN" to the home office, you can even set up a specific appointment back there!

Step 7) TALK ABOUT IT! "Cold" Market
What if you DON'T have a warm Market?
Then the easiest way to get started is with the "recruit to sell" approach! Call people in professions where they talk to clients about money or real estate...

• Financial Planners
• Real Estate Professionals
• Lenders such as Mortgage Brokers
• Insurance (independent agents), especially those in life/health.
• Accountants & CPA's

Unless you are doing this full time, try to set your GOAL at no more than 3-5 NEW prospects each day. Don't do too many right at first because the NEXT day you need to follow up on previous calls and you don't want to set yourself up for an overwhelming amount of follow up where you then don't have time to do NEW calls. You always want a pipeline and you can adjust this as you see what your time allows.

Here is the opening script I use. Tweak it so that it is comfortable for you...

"Hello Bob? Are you still in Real Estate? Great! You don't know me and I don't want to take up your time, I just have a quick question for you... I work with a company called Worth Unlimited, and we work with Realtors like yourself. We have a product that Realtors refer their clients to... it really helps your clients AND our company has an A+ rating in the Better Business Bureau.

So here is the question... Would you be open to looking at what we have to see if you would like to create more income for yourself by referring clients? You get, on average, $400-$1000 per client who gets our program.

If you ARE open to taking a look... I can send you more info via email.... ?"

That's it. Just shut up there and wait for their answer. If you work this casually, you will get many more yes's, than no's. In fact, you will rarely get a "no."

After you get their email, verify their cell phone. I usually say... 

"Is this your cell phone? I can also send you a video link by text. OK, unless you have questions now, I'll let you go, because I know I might have been interrupting. I'll follow up in a couple of days."

Then you simply follow up and filter through the ones interested. The thing is, with this approach, you are killing two birds with one stone, as each person might also need the program for themselves. In my experience about 40% are candidates for the program too and, as they learn about it, they will make that decision. That is your sale because you brought them in. It doesn't matter who did the presentation and "close" or if they purchased it on their own through the back office. 

How many times do I follow up? I will follow up 3-4 times via a combination of phone, text and email. If they are interested, or respond back, I follow up until they have made a decision as to being an agent. If I haven't been able to establish their interest level after 3-4 calls, I simply make the last personal contact like this...

"Since I've not heard back from you I figure you are either not interested, or that you are simply so busy you haven't had time to do your due diligence. No worries, you call me when you are ready. In the meantime, I hope it's OK, but I'll just stay in touch by sending you my monthly email news update. You can always opt out, but if you just peek occasionally at what we are up to, it will be a reminder we are here, and you can find me again when you are ready. In the meantime you will see what a fantastic program and opportunity this is!"

Step 8) Get Clients and Agents started!
When you sign up a new Agent, the first thing you will do is go to the top of this "Get Started" list and walk them through the first few steps. Then show them the list as a guideline for themselves. If they have indicated they are considering the program, make sure to follow up every couple of days at the beginning to get their Analysis done so they can make their decision BEFORE THE DISCOUNT for new agents expires!

This is especially true if they signed up for the "Text Drive $155" package with a 30 day trial of the program. You want to make sure they get it set up and start using it in the first three days so they get a good understanding of it, again, before the discount period expires.

Step 9) Rinse, Repeat.
If all you do is this, over and over, you will organically grow a productive team of agents and a list of completed SALES. Don't expect miracles right away... sometimes you luck into getting enthusiastic prospects right at the start, sometimes not. Sometimes it depends on YOUR enthusiasm level. But if you just keep forward momentum... you WILL succeed!

How short CAN your "cycle" be? Well, I've had instances where I made a cold call one day, did their Analysis and got them into the program the NEXT day, and, that same day, they signed up THEIR first agent, who bought the program themselves 3 days later. At the same time, I've had sales that didn't happen till 9 months after I first made contact. It's often up to luck and how busy your prospect is. Keep in mind that even though people might not be interested now... does not mean they won't GET interested later! Sometimes it just takes a while to "percolate" in their mind.

Just remember... whenever you get STUCK... you need only ask someone to help you follow up. I'm very flexible and will be happy to contact a prospective agent or client for you. I've been with the company since 2006 and generally know the answer to anything someone might ask.

So if you want me to be a 2nd voice you can do a 3 way call with me OR you can just TEXT me the name and phone number of who you'd like me to call for you. Often I can do that within a few minutes. But I'll follow back up with you after the call to update you.

My phone is 407-443-0348
my email is WealthBuilderGPS@gmail.com
I'm SUE ... Sr. Executive Director.

Be a FIELD CLOSER! Here's how to earn a great living from your couch.

The Money Max Account is marketed by our network of independent "referral AGENTS" who can choose to simply refer their prospects OR do the actual presentations themselves.

We get a LOT of people who are in various full time professions like real estate, insurance, accounting, lending, banking, etc., who are pretty darn busy in their "core" professions and they prefer to just "Refer & Earn."

This means we are continually in need of new "Field Closers" who act as Coaches and do the Savings Analysis, Follow up and close for our referral agents.

If you have experience in sales, or just are a people person who can stay focused on your presentations and follow up, you can make an excellent income.

MORE INFO...

Use Worth to create a part or full time income for yourself with an AWARD winning product and a company with an A+ rating in the Better Business Bureau!

You can be a "Referral Agent" all day long with Worth and either close your own sales OR simply refer your sales to a "Field Closer" who will do the sale for you. 

You can also be a "Field Closer" for OTHER Worth "Referral Agents." If you enjoy working from the comfort of your couch and like chatting with people, this is a great way to create some income. As a "Field Closer" other people will flip you THEIR prospects.

Requirements:
1) You need to be a United Financial Freedom agent. Right now you can sign up for just $99. (instead of regular $149) No required monthly expense after that, and only a $50 year renewal fee each year.
2) Three or more hours of closing training (videos below)
3) Two (2) split training sales and 2 sales you obtained and closed on your own.
4) Agreement to sign.

To let us  know you are interested in being a Field Closer... TEXT or call:
407-443-0348 (ask for Sue)
WealthBuilderGPS@gmail.com

Let us know if you are an existing Agent already (along with your Agent #). If you are, let us know who signed you up as well.

If you are not an Agent yet, I can help you get signed up. If you have questions, call the number above and we will walk you though.

Now... this information will help you decide if this is right for you, along with helping determine what your income could be. I've put a lot in here... don't try to go through all at once, just do a section a day.

The Worth Account Overview:

9 min - Overview of the program
https://vimeo.com/329124971/e418785615

4 min - Wealth Building overview
https://vimeo.com/325765678/d828079edb

13 min - Intro Video:
https://s3.amazonaws.com/worthunlimited/worthAccountOverview_mobile.mp4

18 min - Demo Video
https://s3.amazonaws.com/worthunlimited/worthDemo.mp4

39 min - Full Presentation
(what you will learn to do)
https://youtu.be/zJl4lCoLz9o


Commissions:

Click here for the full PDF of compensation for Worth. This has been updated recently, I'll post new version asap...
https://storage.ning.com/topology/rest/1.0/file/get/3321667512?profile=original

You can also watch the Video:
https://youtu.be/M4OGlKsYDZA

In short though, as a Field Closer, you earn 14.28% of the commissionable volume (CV) for each sale.

For example, on a presentation you do for another referring agent, if the sales price is $3100, you receive $310.

$3100 x 70%CV x 14.2857% = $310.

Each appointment takes about an hour, more or less, however some appointments might be split up into 2 different sessions.

While you could book back to back appointments, chances are you want to allow 1/2 to an hour in between, so you can use that time to confirm appointments for later in the day or the next day. A comfortable schedule would be 4-5 presentations, max, per day. If you are getting qualified prospects (meaning they can afford to get the program and it shows that it will help them, you will probably close 40% of them once you get good at this).

Being conservative, you could potentially earn $300 to $600 per day (just in Field Coach commissions) if you have a full schedule, though, be aware that commission is earned as the program is paid for. Most are paid for in full, up front, though there is a subscription option as well.

Of course, while you are doing this you might be recruiting your own team on the side OR some of these appointments are coming from agents that are already in your team. If that is the case, you will also be earning the over-rides on those sales as well. See the compensation PDF for details on that but over-rides are, on average, 6-24% additional. So your over-ride on some of these might be more than your Field Coach commission.


How to do the presentation:

Video of Presentation
with National Director Mac Saunders
https://youtu.be/zJl4lCoLz9o

1) You are referred the prospect
2) You confirm the Appointment, or set up the appointment, with the prospect AND confirm it via email and phone/text.
3) Do their Savings Analysis
4) Present the results
5) Activate the new Worth Account
6) Get paid

If client does not activate on the first appointment, you simply set a follow up appointment and follow up until they make a decision (most close on 2nd appointment).

WHY do prospects get a Savings Analysis?

1) to compare our results with whatever they are currently doing.
2) to find out when they can be debt free (date) and what their potential savings can be with Worth. This is tied to our "money back performance guarantee."
3) to help them make a decision on whether the Worth Account is right for them and to get their questions answered.

What is required for them to get a Savings Analysis?

1) It's FREE, no obligation.
2) No credit check, no SS# or account numbers are needed. Nothing that could make anyone concerned about "identity theft."
3) They just need their generic numbers which include...
Balances
Payment Amounts
Interest rates
For amortized loans; the start date (or close approximation).
Income
Average discretionary income after monthly living expenses

If they move forward with the program they don't have to change what they are already doing. No loan modifications or refinance is needed and the savings analysis is based on their CURRENT budget so no significant changes are necessary to their budget or lifestyle for the program to work (see testimonials at bottom for what clients think about our program and company).

Here are the Field Closer trainings. Watch them as part of your required training OR just to decide if this looks attractive to you.

Field Closer Training:

July 6th
https://register.gotowebinar.com/recording/8269113991688935683

July 20th
https://register.gotowebinar.com/recording/2945273192763809283

July 27th
https://register.gotowebinar.com/recording/993196950401962241

August 3rd
https://register.gotowebinar.com/recording/5461365915228930561

August 10th
https://register.gotowebinar.com/recording/984891239944457219


Other Trainings:

A Builders Mindset
August 12th
https://register.gotowebinar.com/recording/4234995934606529793

Back Office Tools:
https://youtu.be/S5P7idnSd4s

Agent Resources:
https://youtu.be/crsrszn_-LU

How to run the Savings Analysis:
https://youtu.be/G4lRTLOK8sA

How to use the Shopping Cart:
https://youtu.be/dNTE22t6T4E

How to "talk about the Worth Account"
https://www.youtube.com/watch?v=Fm8QYw6mSCI&feature=youtu.be

Copy of the Article about the Worth Account that appeared in "Personal Real Estate Investor Magazine" and earned us the "Editors Choice Award!
https://storage.ning.com/topology/rest/1.0/file/get/3372685618?profile=original


Testimonials from REAL CLIENTS!

Penny *extra good!
https://vimeo.com/325693201/d71a557f3a

Pete *extra good!
https://vimeo.com/325693255/bb86a8bc98

Tom
https://vimeo.com/325693283/06814a9555

Orlan
https://vimeo.com/325693225/8b414b6026

Tom
https://vimeo.com/325693189/ffb8540b6e

Carol
https://vimeo.com/325693150/664470fe75

Dan
https://vimeo.com/325693212/389a544a8d

Heidi
https://vimeo.com/325693274/e625252910

Joyce
https://vimeo.com/325693267/1d7480aed0

Blog Talk Radio for Agents!

The NEW Blog Talk Radio show for Agent-Associates will keep you on track!

Set your Alarm on your phone now for each day, and book mark the website to access it at the same time. That way when the alarm goes off you are ready to click over and listen... or even participate! Each day there will be different guests and topics. While the show is primarily for Worth Agents, it's OK to invite anyone you think appropriate... potential agents and even clients!

The web address:  www.BlogTalkRadio.com/WorthAgents

To call in when the show is LIVE: 646 787-8176

The show will be a slightly different time each day so the maximum number of people can participate around their schedules...

Questions AFTER the show?
407-443-0348
call OR text

Notes from the last Agent Training Webinar on July 22nd.

Here are some notes I took from the Webinar on Monday the 22nd. To see the Webinar for yourself, you can click here to see the recording (link is in "News" in the back office)...

July 22nd Training Webinar:
https://register.gotowebinar.com/recording/2927248898672822017

Here are my notes:

New OPP WEBSITE Review:

Opportunity site (now optimized for mobile phones)  has options for people to enter their info to get more info, shows them videos, testimonials and credibility pieces like magazine articles and Better Business Bureau rating (A+).
Get Started now - sign up
or Get more info

SIGN UP:

Two methods to sign up
Test Drive - $155 which gets them 30 day trial of the program (OR)
Agent Only (discount option - Start49 promo code for $49)

As an Agent, in July, Agents who buy the program in the firs 30 days will get a 30% discount. In AUGUST, that discount goes to 20% and only for the first 10 days.

It will ask how they want to get paid: check or direct deposit (ACH), which allows them to put in info right then.

Even if they don't complete sign up, they will show up as a prospect in your back office.

Client RETAIL DISCOUNT:

Clients can get discounts till end of July (31st) - 30%  (Retail30) Good 2 days after you "activate" discount on Savings Analysis.

Perm discount Military is always 10%

You'll see the "discount" link in the Prospect tab but you can choose when to activate it. It will expire in 2 days. You can enter code into cart or give to client and send them to cart.

AGENT DISCOUNT:

30% through end of July
(expires 30 days after sign up)
then... 20% in August
(expires 10 days after sign up)

Program OPTIONS:

>> Lines of Credit
>> Checking/Savings
The Worth Account works BEST with a line of credit. However 90% of clients get started with the Checking and Savings approach, and add a line of credit in the future.

CONVENTION:

Coming up in MID-October, exact dates and times will be announced.
>> Double Zero will be announced!
Double your income with ZERO additional effort. You will need 5 personal sales by convention to qualify for Double Zero... so get rolling!

STEVE  YOUNG is the NEW National Sales Director
Mac Saunders is Marketing Director

Q&A

Q: When do 5 sales start for Double Zero?
A: Beginning July 16th through the Convention.

Q: How do we get a closer assigned to us?
A: In the back office, where your prospect is, click on prospect, then click on "Assign" and choose a date/time for home office to do your clients Savings Analysis. Home office will assign to a coach, and you will get updates via email. Please stay on top of staying in contact with your client to be sure they follow through and are avail for that appointment. Also, after appt, do not take "assignment" back from the coach, as they may need a few days to wrap up sale with your prospect and injecting into the process could interrupt that flow.

Q: Will Pay Pal payment options still be available?
A: Yes, however PayPal will only be available for full price purchases, not ones where a discount has been applied. Those sales are cash, check or credit card only.

Q: How to participate in the Blog Talk Radio Show?
A: You just need to call in on the phone during the live show. Obviously this isn't avail once it's recorded. Phone is: 646-787-8176.
The WEB ADDRESS: BlogTalkRadio.com/WorthAgents

Q: How much notice does home office need to do a live event for at least 50 people?
A: Please give Home Office at least 60 days notice. Best times are a Friday evening as the event us a combination of "opportunity" and training for new agents.

Q: Do sales closed by a corporate coach count toward your 5 sales for "Double Zero?"
A: Yes, you need only have referred the sale.

Q: For the minimum of 50 to hold a live meeting with Corporate leaders... can it be a mix of new people and existing agents?
A: Yes, can be a mix.

Q: If you recruit a new Agent, and they buy the program for themselves... is that counted as your sale toward "Double Zero?"
A: Yes, it is your sale, you get commission and you get credited with it toward "Double Zero."

Q: Can an agent listen in on a Savings Analysis and Presentation with their client and a corpoorate coach or certified closer?
A: Yes, as long as you have the persmission of your client. It is actually great training for you. Just make sure the coach knows you want to sit in so they can coordinate with you.

Q: If you sign up an Agent and they then buy the program on their own, do you pay out a commission to a closer?
A: No, you get all the commission, as if you closed the sale yourself. This actually happens quite often, as Agents will run their own Savings Analysis and decide on their own to just check out using the shopping cart. Additionally, if you want to feel more comfortable doing the presentations and sales, there is a training every Saturday at 9 AM. The link to that is in your back office on the home page. Just scroll down.

Q: Do you have to run an Analysis BEFORE someone gets the $155 30-day trial.
A: No, you can simply enter someone as a prospect in the back office, pull up Analysis, then choose the trial option from the bottom of the screen. Do NOT activate the discount yet... as it expires in two days. For July, for instance, the discount is good till the end of the month, so go in on the last day of the month (if they haven't bought yet), and activate the discount on that day.

Q: What steps do I take before handing off a client to the corporate  coach/trainer?
A: Have them read the eBook, and watch the videos, but don't run the Savings Analysis... just set them up for the appointment for that.