profit party worksheet mwr financial’s to financial …...2. in the debt free lifestyle (dfl)...
TRANSCRIPT
ProfitPartyWorksheetMWRFinancial’s ___________ toFinancialFreedom
Page1
The_________IncomeKiller
The____________Massacre
The__________Curse
The_________Trap
• The$LosesValue• GasPrices• BusinessOwners
• YouLoseYour1st___/___• YourLargestExpense• Income,Property,Sales
• YouLoseYour2nd___/____• Your2nd LargestExpense• InterestWorksForever
• YouLoseYour3rd ___/____• YouCelebrateMonthly• SpendBillionsinMarketing
1 2 3 4
W2:Taxed@____%- 33%IWork,I’m________,ISpend
1099:Taxed@_______%- 23%BizWorks,Biz________,BizTaxed
Investor:Taxed<_____%$ Works,$Re-Invest,More$$
A) Minimize_____________B) MinimizeDebtC) MinimizeExpensesD) IncreaseCredit________
A) Momentum:$______- $450- $______
B) Leadership:$10- $______/Mship
C) LuxuryCarBonuses(200pts)$_______,$1250,$_______/Mth
D) PresidentialBonus$500to$_______K
E) DailyGuarantee$5- $_____/DayNote:3QFDs=$150(CoversMship)12QFDs=$______/Mth (3x3+3)
Summary:$150- $__________/Mth
A) __________Banking
B) __________Banking
C) Your______________
__________Mgmt __________ Income__________ IncomeA B C
Areyoua#3,#2,#1?#3=“I’mOut,”#2=Member$_____/Mth)or#1=QFD$_____/$119Mth
Your___ FinancialSolutionsa.k.a. “Income ___________”
Your___ FinancialChallenges
Your___ FinancialObjectives:
$_____Investment$______/Mth (___Pts)
The___ Company:Making_________________RealFinancial(MWR)TheService:TheFinancial_____________Membership(_____Pts)
CurrentLifestylePaidFor=____________&FutureLifestylePaidForBy=_________________
_________ _________ _________ _________
“Ifyou’renot__________,you’renotevenontheroadto______!”-BNB
_______Max
_______Max
_______Max
_______Max
FinancialEdgeMembership
_______Max
www.HowToShiftYourIncome.com
ProfitPartyWorksheetMWRFinancial’s Countdown toFinancialFreedom
Page1
TheSilentIncomeKiller
TheChainsawMassacre
TheFamilyCurse
TheMoneyTrap
• The$LosesValue• GasPrices• BusinessOwners
• YouLoseYour1st1/3• YourLargestExpense• Income,Property,Sales
• YouLoseYour2nd1/3• Your2nd LargestExpense• InterestWorksForever
• YouLoseYour3rd 1/3• YouCelebrateMonthly• SpendBillionsinMarketing
1 2 3 4
W2:Taxed@28%- 33%IWork,I’mTaxed,ISpend
1099:Taxed@18%- 23%BizWorks,BizSpends,BizTaxed
Investor:Taxed<15%$ Works,$Re-Invest,More$$
A) MinimizeTaxesB) MinimizeDebtC) MinimizeExpensesD) IncreaseCreditScores
A) Momentum:$150 - $450- $900
B) Leadership:$10- $75/Mship
C) LuxuryCarBonuses(200pts)$500,$1250,$3000/Mth
D) PresidentialBonus$500to$100K
E) DailyGuarantee$5- $1000/DayNote:3QFDs=$150(CoversMship)12QFDs=$600/Mth (3x3+3)
Summary:$150- $30,000/Mth
A) PrivateReserveBanking
B) Land Banking
C) Yourself
CashflowMgmt InvestmentIncomeBusinessIncomeA B C
Areyoua#3,#2,#1?#3=“I’mOut,”#2=Member$79/Mth)or#1=QFD$228/$119Mth
Your3 FinancialSolutionsa.k.a. “IncomeShifting”
Your4 FinancialChallenges
Your2 FinancialObjectives:
$228 Investment$119/Mth (3Pts)
The1 Company:MakingWealth RealFinancial(MWR)TheService:TheFinancialEdgeMembership(2Pts)
CurrentLifestylePaidFor=Labor&FutureLifestylePaidForBy=Investments
Inflation Taxes Debt BigBusiness
“Ifyou’renotinvesting,you’renotevenontheroadtowealth”-BNB
Money Max
CreditMax
EquityMax
WealthMax
FinancialEdgeMembership
WealthMax
www.HowToShiftYourIncome.com
v1.4
MWRFinancialQuickStartGuideAccount set-up and activation. This process may take 45 - 60
minutes.
LogintoyourMWR
FinancialAccount.Usethe
usernameandpassword
foundinyourWelcometo
MWRFinancialemail.
ExploreServices&BizCenter
www.mwrfinancial.com
1
CompleteeWalletactivation.
Usetheusername/password
inyoureWalletRegistration
email.
Followtheemailtoactivate
youraccountandbesureto
OrderaPrepaidCard.
2
Registerforanddownload
Taxbot.LogintoMWRand
chooseMyService.Inthe
MoneyMAXsection,choose
Taxbot-ExpenseTracker.
Createyouraccountandthen
downloadTaxbotfromyour
mobiledeviceappstore.
3
*Trackyourcreditscores.
LogintoMWRandchoose
MyService.InCreditMAX,
chooseMWRSmartCredit
Reports.ClickSignUpNow.
*Thisstepisoptionalifyou
havetrackingthruanother
financialinstitution.
4
Getting started with MY Financial Edge Services. CreditMAX, EquityMAX & MoneyMAX.
EquityMAXTM
1.LogintoyourMWRFinancialAccount
2.SelectMyServiceslinkintopright
3.ClickonEquityMAXMemberAccess
4.ClickGetStartedbutton
EquityMAXEnrollmentSteps
1.Gatheryourloaninfo(creditcards,
mortgage,carloans,studentloans,
lineofcredit,etc.).Getthefollowing:
• CreditorName
• CurrentBalance
• InterestRate
• MinimumPayment
• ActualPayment(ifyoupay
more)
• EscrowAmount(mortgage
only)
2.IntheDebtFreeLifestyle(DFL)
worksheet,entereachcreditor.
3.Aftereachcreditor,selectyesto
enteranotheruntilallaresubmitted.
4.Enteradditionalmargin,if
applicable.Marginisanyadditional
paymentyouwanttoenterover
minimumpayments.
5.Submittheworksheet.
MoneyMAXTM
1.LogintoyourMWRFinancialAccount
2.SelectMyServiceslinkintopright
3.ClickonMoneyMAXMemberAccess
4.ClickGetanInstantPayRaiselink
MoneyMAXEnrollmentSteps
1.PlayPre-recordedOverviewAudio.
2.Uploadyourmostrecenttaxreturn
andlast2paystubs(ifapplicable,do
thesameforspouse).
NOTE:Loadpast3yearstaxfor3-year
review.
3.ClickI’mFinishedbuttononceall
therelevantfilesareuploaded.
4.Allow2–3businessdaysforexpert
review.
5.DownloadandPrintcorrectedW-4.
6.Workwithyouremployer’sHRdept
toupdateyourW-4withholdings.
NOTE:Youcantakeadvantageofthe
AskanExpertbuttontochatdirectly
withCertifiedPublicAccountant(CPA)
&CertifiedFinancialPlanners(CFP).
CreditMAXTM
1.LogintoyourMWRFinancialAccount
2.SelectMyServiceslinkintopright
3.ClickonCreditMAXMemberAccess
4.ClickEnrollNow&followthe4steps
CreditMAXEnrollmentSteps
1.PlayPre-recordedConsultationAudio
2.Completeonlineenrollmentformand
agreetoserviceagreement.
3.Order&downloadaFREEcopyof
eachofyour3creditreportsfrom
www.annualcreditreport.com.
4.Takeapictureofyourlicenseor
proofofID(ifapplicable,dothesame
forspouse).GototheUploadsectionof
CreditMaxMemberAccesspageand
uploadeachofthecreditreportsand
proofofID.
AdditionalHelp.DownloadtheHowTo
InstructionsfromMWRFinancialfor
moredetailedinstructions.
“EDM’s Triple Double:” CC + WW + PP – EX = AD!
3. Triple Double Dates CC:___&____ WW:____&____ PP:___&____
2. Pique & Pass
4. Plug
5.
1.
“Have you ever heard of…”“Income Shifting”
“Private/Land Banking” “Extra Digit Movement/MWRF”
Use Phrases That Pique & Pay
Edify & Prequalifywww.HowToShiftYourIncome.com
24Hr Cashflow Call Replays 3-way Invites
Weekly Cashflow CallsWeekly Wealth Webinars
Weekly Profit Parties
Extra Digit Facebook Group“Start – Share – Stay”
www.HowToShiftYourIncome.comMWR Financial Biz Center
MWR Financial Services
GameChanger
1. Corp: www.MWRFinancial.com/Username (“My Services” & “Biz Center”)2. Financial Edge Membership: www.GetFinancialEdge.com/Username
3. Weekly Financial Edge Calls: Mon/Thurs 830pmE 319-527-25294. EDM Calls/Webinars: Tues/Wed 925pmE 563-999-2384 Pin543076#
5. Presentation: www.HowToShiftYourIncome.com
6. Training: www.HowToShiftYourIncome.com (“Start – Share – Stay”)
7. Events: www.GameChangerATL.com (Registration & Agenda)
Expert
TrustYou Prospect
*Winter – Money Motivated*Spring – Help Others*Summer – Having Fun
3WaysInvite & Close
1. Check the following: Profit Party Worksheets (1 & 2)2. Never prepare or serve food. Light refreshments only!
3. Never set up chairs. Leave your house “as-is!”4. Never allow moments of silence! *Play jazz at beginning & end*
5. Never interrupt the Presenter!
6. Never go longer than 45-50 minutes!7. Never allow negative conversations!
8. Never close your own guests! Intro a biz partner/expert via speakerphone 4. Training & Support and 5. Promote Events & Rank Up!
Cashflow Calls, Wealth Webinars & Profit Parties3.Present/Play
*Fall – Detail Oriented
2. Edify 4 Personality Types
Cashflow Calls + Wealth Webinars + Profit Parties – Excuses = AREA DIRECTOR!Execution +Exposure + Education – Explanations = ENROLLMENTS!
15
50
5
2.Phrases That Pique & PayTrillion $ IndustryBillion $ CompanyMillion $ OrganizationDaily PayResidual Income
Looking for Key LeadersLuxury Car BonusCredit RestorationHome Based Business“I don’t know” + Success Story
Projected SD (You)
Projected ED #1 Your Personal
Projected ED #2 Circle: Personal or Placed
Projected ED #3 Circle: Personal or Placed
Notes
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
The Roadmap to Senior Director
Prospects
QFD ED #1’s Personal
QFD
QFD
QFD ED #2’s Personal
QFD
QFD
QFD
QFD
Note: EDs 1, 2, 3 DO NOT represent the 1st 3 QFDs you sponsor. Your QFDs graduate to ED lines 1, 2, & 3 only after personally sponsoring one.
(Print this Roadmap 3x to hit AD)
www.TrainWithBNB.com(Click Shop - Order Fast Track to AD & Above Course)
QFD
QFD
QFD
QFD
QFD
Personally Sponsored QFDs
Name
Name
Circle: Personal or Placed
Circle: Personal or Placed
Circle: Personal or Placed
Circle: Personal or Placed
Circle: Personal or Placed
Circle: Personal or Placed
QFD ED #3’s Personal
60 DayExpiration
Who hits District Directoras a result?
(Only when monitoring someone else’s chart)
Who hits Area Directoras a result?
(Only when monitoring someone else’s chart)
Notes
“Everyone is useful, no one is necessary!” - BNB