PRE-FIELD TRAINING
TRANSPARENT FINANCIAL
FRIDAY BEFORE TRAINING
SATURDAY BEFORE TRAINING
Download and Print off all training materials:
-Follow Sheets (3 copies)
-Back to basics (5 copies)
-Nightly Routine (20 copies)
-Goal Cards (5 copies)
-Continual Education feedback (20 copies)
-Weekly Reflections (4 copies)
SUNDAY BEFORE TRAINING
APPROACHES
- Role play 3 times
- Write out once (send picture of writing to trainer in QA Voxer)
Listen to Day 1 Audio What you need to know when you’re new
Fill out continual education feedback page (Send to trainer)
WEEK ONE TRAINING
TRANSPARENT FINANCIAL
WK 1 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Week 1 - Day 2 Audio Critical Success Factors
-Fill out continual education feedback page (Send to trainer)
Listen to
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 1 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Listen to Week 1 - Day 3 Audio Phases of Your Career and Long Term Thinking
-Fill out continual education feedback page (Send to trainer)
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 1 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Week 1 - Day 4 Audio Rapport and Connecting
-Fill out continual education feedback page (Send to trainer)
Listen to
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 1 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Listen to Week 1 - Day 5 Audio Getting Started & Rylab
-Fill out continual education feedback page (Send to trainer)
Listen to
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 1 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to The Elevator's Podcast: Simple Not Easy
-Fill out continual education feedback page (Send to trainer)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 1 - SATURDAY / SUNDAY
Back to basics filled out
Mail out Client Thank You Card
Nightly Goal Sheet (Daily training tool)
Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
Plan Start / Stop time on Legacy Stat Site for the next week
WEEK TWO TRAINING
TRANSPARENT FINANCIAL
WK 2 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Week 2 - Day 6 Audio Using Questions in the Intro
-Fill out continual education feedback page (Send to trainer)
Listen to
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 2 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Listen to Week 2 - Day 7 Audio Price Build up, Transition & Closing
-Fill out continual education feedback page (Send to trainer)
Listen to
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 2 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Week 2 - Day 8 Audio Using Qualifying Callbacks & Setting Appointments
-Fill out continual education feedback page (Send to trainer)
Listen to
It's normal for people to want to procrasinate. The rebuttal is just helping people come to the right decision.
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 2 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Listen to Week 2 - Day 9 & 10 Audio Intro Part 1 & 2
-Fill out continual education feedback page (Send to trainer)
Listen to
It's normal for people to want to procrasinate. The rebuttal is just helping people come to the right decision.
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 2 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to The Elevator's Podcast: Ryblab
-Fill out continual education feedback page (Send to trainer)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 2 - SATURDAY / SUNDAY
Listen to Week 3 - Day 11 Audio Buying Atmosphere
-Fill out continual education feedback page (Send to trainer)
Back to basics filled out (choose two areas to work on for the week)
Mail out Client Thank You Card
Nightly Goal Sheet (Daily training tool)
Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
Plan Start / Stop time on Legacy Stat Site the next week
WEEK THREE TRAINING
TRANSPARENT FINANCIAL
WK 3 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Audio -
Listen to Week 3 - Day 11 Audio Buying Atmosphere
-Fill out continual education feedback page (Send to trainer)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 3 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Listen to Audio
Listen to Week 3 - Day 12 Audio The First Three Weeks
-Fill out continual education feedback page (Send to trainer)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 3 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Audio
Listen to Week 3 - Day 13 Audio Ryblab
-Fill out continual education feedback page (Send to trainer)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 3 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Listen to Audio
Listen to Week 3 - Day 14 Audio Being Assumptive
-Fill out continual education feedback page (Send to trainer)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 3 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to The Elevator's Podcast: Attitude, Mindset, Belief
Listen to Week 3 - Day 15 Audio Conversations VS Lecture
-Fill out continual education feedback page (Send to trainer)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 3 - SATURDAY / SUNDAY
Listen to Gold Standard 201
-Fill out continual education feedback page (Send to trainer)
Back to basics filled out
Mail out Client Thank You Card
Nightly Goal Sheet (Daily training tool)
Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
Plan Start / Stop time on Legacy Stat Site for the next week
WEEK FOUR TRAINING
TRANSPARENT FINANCIAL
WK 4 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Audio
-Read over material
- Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Listen to Week 4 - Day 16 Audio
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 4 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Watch:
Listen:
- Read over material
- Role play 3 times
- Write out once (send picture of writing to trainer in QA Voxer chat)
- Watch Video
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 4 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to Audio
- Read over material
- Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Listen to Week 4 - Day 17 Audio
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 4 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
Listen to Audio
-Read over material
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Listen to Week 4 - Day 18 Audio
Listen to Selling to High Income Business Owners
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Nightly Goal Sheet (Daily training tool)
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 4 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
Listen to The Elevator's Podcast: Choose Discipline
-Fill out continual education feedback page (Send to trainer)
Listen to Week 4 - Day 19 Audio
Rebuttals
- Read over material
- Role play 3 times
- Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
Send out Client Text
Discuss with Trainer after work.
-What went well?
-What can you work on?
-One Surprise of the day
WK 4 - SATURDAY / SUNDAY
Listen to Week 4 - Day 20 Audio
Back to basics filled out
Mail out Client Thank You Card
Nightly Goal Sheet (Daily training tool)
Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
Plan Start / Stop time on Legacy Stat Site for the next week