👨👩👧👦Training Appointment Market and Scripts
Use this page to learn how to schedule your training appointments
The "Easy 3"
What is the "Easy 3?"
The "Easy 3" appointments are made with those who you care the most about such as your closest family members and friends. These are the people who are willing to assist and help with completing your training appointments.
Compile Your Top 25 List:
Compile a list of AT LEAST 20-25 people who you have the closest relationships with, and the most credibility with. Complete the form below. As soon as you're done, send it to your Field Trainer.
Your Field Trainer will help you qualify this list and help you pick the 5-10 you can start with together.
TEXT FOR TRAINING APPOINTMENT
SEND THE FOLLOWING TEXT TO 4/5 POINTERS
Hey (insert their name). I need a favor – I recently started working with a financial firm and I'm currently completing a licensing and training process. I am learning some proven wealth strategies our company teaches middle income families for free, and I need to train with 3-5 people over Zoom in the next 7 days. I only need about 30 minutes of your time and don't worry, you are not buying anything on the appointment.
This is very important to me, and because of our relationship, I would feel really comfortable with you helping me out with training. Plus, I know you could ask some great questions. Can I count on you to help me out?
IF YES: Great – my trainer is currently scheduled to train me on ___________ & ____________ (insert days). Which of those days would work better for you to help me out? (WFA) Awesome – What time would work better for you __________ or __________ (insert times)?
IF MARRIED: Thanks for helping me out – I will text you the zoom information shortly and look forward to seeing you on __________________ (insert date and time). Also, if you can ask (insert spouse name) to be on so that you can both ask questions, I would greatly appreciate it! I
IF NOT MARRIED: Thanks for helping me out – I will text you the zoom information shortly and look forward to seeing you on __________________ (insert date and time).
Click here to add them to the calendar : https://calendly.com/darrell2julien/training
IF YOU HAVEN’T HEARD FROM THEM AFTER 2-3 DAYS
I was just following up on my text from a few days ago about helping me with my new career path. I still need a few more people to help me with training on a Zoom for about 20 minutes. Can I count on you to help me out?
WHAT IS IT?
We provide financial education to teach people how money works. Since I am still learning a lot, I don’t want to mess it up by trying to explain it to you. The training will walk you through the specifics of what we do and if you have any questions at that point, my trainer will be able to answer any questions you have. So can I count on you to help me out for 20 minutes?
PHONE CALL FOR TRAINING APPOINTMENT
Hey _________, it’s _____________(your name) How are you doing?
(chat briefly for a minute)
Hey listen, the reason I'm calling is I just started working part time at a financial consulting firm. I’m getting licensed with the state.
I need to complete some training appointments and I feel comfortable with you and ______(spouse if married)
So, can you and (spouse) do me a favor and help me with one of my training appointments? (WFA)
I'm training on ____ and ____. So is ____ good, or is _____ better? (WFA)
(Get the date & time, always give 2 options. ex: 6:00pm or would 8 be better?)
We will do a Zoom meeting.
What’s your email address? _____________________________________________ Great!
See you on ___________________at ____________________________.
Click here to add them to the calendar : https://calendly.com/darrell2julien/training
New Associate Recruiting Text Message
“Hey _____, I just stated working with a financial company and I’m pretty excited/pumped about it. They are expanding and I though of you (because you…. are hard working/care about people). Are you keeping your work options open?” (WFA wait for answer)
Text back
Great let me connect you with my trainer, he/she can go over the specifics.
Immediately create a group message with your trainer and send:
“_____, meet my trainer____.”
The trainer will take it from there
Common Objections
What is it?
It’s a large financial firm, and they just rolled out some new tools that helps people improve their financial situation for free. Everyone would benefit from that these days, right?
What’s the name of the company?
Primerica, they represent companies like fidelity, rocket mortgage, AIG, Lincoln, ADP, and a bunch of others. __, will be better at going over the info; I’m just getting started.
I’m not interested:
No problem, know anyone looking to earn an extra $1,000-$3,000 a month part-time around their job or looking for a career change?
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