PRE-FIELD TRAINING
TRANSPARENT FINANCIAL
FRIDAY BEFORE TRAINING
SATURDAY BEFORE TRAINING
Download and Print off all training materials:
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-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)
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SUNDAY BEFORE TRAINING
APPROACHES
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- Role play 3 times
- Write out once (send picture of writing to trainer in QA Voxer)
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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
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Listen to Week 1 - Day 2 Audio Critical Success Factors
-Fill out continual education feedback page (Send to trainer)
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Listen to
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-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
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Send out Client Text
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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
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Listen to Week 1 - Day 3 Audio Phases of Your Career and Long Term Thinking
-Fill out continual education feedback page (Send to trainer)
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-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
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Send out Client Text
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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
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Listen to Week 1 - Day 4 Audio Rapport and Connecting
-Fill out continual education feedback page (Send to trainer)
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Listen to
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-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
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Send out Client Text
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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
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Listen to Week 1 - Day 5 Audio Getting Started & Rylab
-Fill out continual education feedback page (Send to trainer)
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Listen to
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-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
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Send out Client Text
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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
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Listen to The Elevator's Podcast: Simple Not Easy
-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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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
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Mail out Client Thank You Card
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Nightly Goal Sheet (Daily training tool)
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Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
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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
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Listen to Week 2 - Day 6 Audio Using Questions in the Intro
-Fill out continual education feedback page (Send to trainer)
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Listen to
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-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
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Send out Client Text
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Nightly Goal Sheet (Daily training tool)
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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
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Listen to Week 2 - Day 7 Audio Price Build up, Transition & Closing
-Fill out continual education feedback page (Send to trainer)
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Listen to
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-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
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Send out Client Text
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Nightly Goal Sheet (Daily training tool)
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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
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Listen to Week 2 - Day 8 Audio Using Qualifying Callbacks & Setting Appointments
-Fill out continual education feedback page (Send to trainer)
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Listen to
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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
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Send out Client Text
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Nightly Goal Sheet (Daily training tool)
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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
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Listen to Week 2 - Day 9 & 10 Audio Intro Part 1 & 2
-Fill out continual education feedback page (Send to trainer)
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Listen to
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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
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Send out Client Text
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Nightly Goal Sheet (Daily training tool)
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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
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Listen to The Elevator's Podcast: Ryblab
-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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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)
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Mail out Client Thank You Card
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Nightly Goal Sheet (Daily training tool)
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Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
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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
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Listen to Audio -
Listen to Week 3 - Day 11 Audio Buying Atmosphere
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-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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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
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Listen to Audio​
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Listen to Week 3 - Day 12 Audio The First Three Weeks
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-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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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
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Listen to Audio
Listen to Week 3 - Day 13 Audio Ryblab
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-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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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
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Listen to Audio
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Listen to Week 3 - Day 14 Audio Being Assumptive
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-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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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
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Listen to The Elevator's Podcast: Attitude, Mindset, Belief
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Listen to Week 3 - Day 15 Audio Conversations VS Lecture
-Fill out continual education feedback page (Send to trainer)​
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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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
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Mail out Client Thank You Card
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Nightly Goal Sheet (Daily training tool)
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Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
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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
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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
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Send out Client Text
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Nightly Goal Sheet (Daily training tool)
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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
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Watch​:
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Listen:​
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- 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
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Send out Client Text
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Nightly Goal Sheet (Daily training tool)
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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
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Listen to Audio
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- 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
​
Nightly Goal Sheet (Daily training tool)
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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
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Listen to Audio
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-Read over material
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
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Listen to Selling to High Income Business Owners
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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Nightly Goal Sheet (Daily training tool)
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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
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Listen to The Elevator's Podcast: Choose Discipline
-Fill out continual education feedback page (Send to trainer)
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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
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Send out Client Text
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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
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Mail out Client Thank You Card
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Nightly Goal Sheet (Daily training tool)
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Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
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Plan Start / Stop time on Legacy Stat Site for the next week
TRAINING PRINT OUTS
TRANSPARENT FINANCIAL
© 2025 BY TRANSPARENT FINANCIAL