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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

- 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)

Approaches
00:00 / 02:07

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

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on? 

 -One Surprise of the day

Rapport & Transition to iPad
00:00 / 01:23

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

 

-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

Building the Need
00:00 / 04:57

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

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on?

 -One Surprise of the day

Buying Atmosphere
00:00 / 02:08

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

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on?

 -One Surprise of the day

Benefits
00:00 / 03:18

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

 

 

 

 

 

 

 

-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

Price Build Up & ROP
00:00 / 02:05

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

  -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

Transition to Close & Close
00:00 / 01:38

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

-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

Rebuttal
00:00 / 01:26

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

  -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

Rebuttal
00:00 / 01:26

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 -

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

  -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

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

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on? 

 -One Surprise of the day

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

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

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on?

 -One Surprise of the day

00:00 / 03:39

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

  -Text Template

Discuss with Trainer after work.

 -What went well?

 -What can you work on? 

 -One Surprise of the day

00:00 / 04:54

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

-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

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

  -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

00:00 / 05:30

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

-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

00:00 / 18:56

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

  -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

00:00 / 03:55

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

  -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

00:00 / 03:57

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

 -Text Template

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

  -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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