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PRE-FIELD TRAINING

TRANSPARENT FINANCIAL

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)

Follow TRANSPARENT FINANCIAL on Facebook and Instagram

SUNDAY BEFORE TRAINING

APPROACHES / BUILDING RAPPORT

Listen to Approaches / Building Rapport

- 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 Building the Need

 -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

  -Text Template

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)

Listen to Presentation of Benefits & Price Build up & ROP

 -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

  -Text Template

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 Transition to Close

 -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

  -Text Template

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 & Ryblab

 -Fill out continual education feedback page (Send to trainer)

Listen to Rebuttal

 -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

  -Text Template

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

  -Text Template

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

  -Text Template

Daily Goal Cards

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 Building the Need

 -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

  -Text Template

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 Presentation of Benefits & Price Build up & ROP

 -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

  -Text Template

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 Transition to Close & Close

 -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

-Text Template

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 Audio Intro Part 1 & 2

 -Fill out continual education feedback page (Send to trainer)

Listen to Rebuttal

 -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

  -Text Template

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

  -Text Template

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

  -Text Template

Daily Goal Cards

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 -

 

 -Fill out continual education feedback page (Send to trainer)

Enter Daily Stats on Legacy Stat Site after last business

Send out Client Text

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on? 

 -One Surprise of the day

00:00 / 04:57

WK 3 - TUESDAY

00:00 / 02:31
00:00 / 03:00

Listen to morning call @ 8 am CST

ZOOM - Meeting ID: 873 7447 6870

Listen to Audio

 -Fill out continual education feedback page (Send to trainer)

Enter Daily Stats on Legacy Stat Site after last business

Send out Client Text

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on? 

 -One Surprise of the day

WK 3 - WEDNESDAY

00:00 / 03:39

Listen to morning call @ 8 am CST (848) 222-2470

Listen to Audio

 

 -Fill out continual education feedback page (Send to trainer)

Listen to Building the Need

 -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

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on?

 -One Surprise of the day

WK 3 - THURSDAY

00:00 / 04:54

Listen to morning call @ 8 am CST

ZOOM - Meeting ID: 873 7447 6870

Listen to Audio

 -Fill out continual education feedback page (Send to trainer)

Enter Daily Stats on Legacy Stat Site after last business

Send out Client Text

  -Text Template

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

 -Fill out continual education feedback page (Send to trainer)

Enter Daily Stats on Legacy Stat Site after last business

Send out Client Text

-Text Template

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

Text Template

Daily Goal Cards

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

00:00 / 05:30

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)

 

Enter Daily Stats on Legacy Stat Site after last business

Send out Client Text

  -Text Template

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

 - 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

-Text Template

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

00:00 / 03:55

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)

 

Enter Daily Stats on Legacy Stat Site after last business

Send out Client Text

  -Text Template

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

00:00 / 03:57

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)

 

Enter Daily Stats on Legacy Stat Site after last business

Send out Client Text

  -Text Template

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)

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

 -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on?

 -One Surprise of the day

 WK 4 - SATURDAY / SUNDAY

Back to basics filled out

Mail out Client Thank You Card

  -Text Template

Daily Goal Cards

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

TRANSPARENT FINANCIAL

HOW TO VIDEOS

FHLCONNECT
MOBILEAPP
LEGACYSTATS
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