Virtual Financial Language

We ALL must be on the same page We ALL must speak the same language

Our Tier Language• Tier 1 – Contact• Tier 1 – ABC• Tier 1 – Commit• Tier 2 – The Start Up Enrollment• Tier 3 – FNA • Tier 4 – Client Recommend• Tier 5 – CRM

Tier 1 Contact

Tier 1 ContactTier 1 Contact should only be 5 minutes – Don’t try to sell over the phone!Invite your guests and prospects to our recorded 8 & 29 min videosAll sources! Warm market & referrals, cell phone contacts, Lead Wizard, social media, job boards, insurance agent lists, lead lists, etc…Send Email #1 (or #6 for Reference Call)Get commitment as to when they will watch; set appointment!Follow-up LIVE using our CRM & 3×3 to confirm that they watched BOTH the 8 & 29 minute videosSchedule ABC Call (“Tier 1/ABC”) on Manager’s calendar – 1/2 hr. interval

Tier 1 ABC

Tier 1 ABCTier 1 – ABC should be 10 – 20 minutes • Find out what they liked about 8/29 videos • Find out what they want out of this (can’t be just Money)• A, B or C  

A = Ready to Get Started B = Interested but has Questions C = Not Now for VF but Sets Up Free FNA w/spouse

• If A, B or C isn’t clear… find out their interest level 1-10Then you will know to set up: Tier 2 (interest level = 8-10) Send Email #3/VIP Live Demo (interest level = 5-7) Tier 3 (interest level = 1-5) Dump (turns down FNA offer or doesn’t qualify)

• If Tier 2 make sure they know the cost $189 non-licensed $159 licensed• If VIP Live Demo, set follow up time (Commitment Call “Tier1/Commit”)• ANYTHING else is a waste of time! 

Tier 1 Commit

Tier 1 CommitTier 1 Commit – if they were a 5-7 and watched the VIP Live Demo (5-15 minutes)• What did you like most about the Video?

• Again, what would they want to get out of this (cant be just Money)

• Now it's either:Tier 2 – Startup (schedule it, remind about startup costs)

Tier 3 – Free FNA w/ spouse (schedule it, edify consultant)Dump

• ANYTHING else is a waste of time. It's NOW or NEVER!

Tier 2 The Start Up Enrollment

Tier 2 The Start Up EnrollmentTier 2 Start Up Enrollment should take 45 – 60 minutes• Join.me must be on (Manager controls sign up)• Register them with VFGpro.com $19.95 & $39.95 Monthly or $179 Annual• Enroll with Steps 1-3 into Virtual Financial

1. Register them on Email List & Virtual.Financial Environment for Tues 6pm & Sat 8am PST Webinars2. Sign up in Testeachers.com if needed $29.993. Register them into Virtual Financial/WFG $100 & get their Code #

• Set Specific Time for New Rep to Watch the Entire Fast Start School prior to the Tier 3 FNA (must watch the Fast Start School in the next 12 to 36 hrs)

• Schedule appointment w/Financial Consultant for Tier 3 FNA Financial Needs Analysis & Schedule on Consultants Calendar. Set reminder in CRM record.

• After scheduling FNA with Consultant you MUST show The Fast Track & 3 ways to SVP. Always make this the last thing you do. They will remember.

• Hang up, then call Inviter (alone) & inform them they must immediately get licensed and appointed (Transamerica Life & Transamerica Premier) in new rep’s state.

• Be sure to put additional notes in Reps file about Rep and what Path (Standard or Fast Track) they decided on. AND note that you informed Inviter that they must immediately get licensed.

Tier 3 FNA

Tier 3 FNATier 3 FNA takes 45 – 60 minutes• Financial Consultant assigned through VFGcontact.• Husband & Wife must both be present & Rep must have viewed entire Fast Start

School Video Prior to Tier 3 • Consultant Congratulates them on Promotion path they chose.• Builds Rapport and Collects Info for the Financial Needs Analysis FNA.• Steps new rep through Create Password on mywfg.com & Bolt referral

If Client only: Emails Inviter to do a Bolt referral for the Client (need physical address)

• Schedules Tier 4 “Client Recommend” & Tier 5 “CRM” on Manager's Calendar; informs rep they'll need a gmail address and know their gmail password

• When done with FNA Consultant goes to bottom of Reps CRM & enters date

Tier 4 Client Recommend!

Tier 4 Client Recommend!Tier 4 Client Recommend should take 45 – 60 minutes• Consultant uses Join.me Screen Share Technology to meet with

Clients online  “Collaborative Sales”

• Consultant is Experienced in our Product Portfolio, The FNA Software & Tier Process, Sales Skills, the VF CRM & System & iPipeline

• Reviews the Tier 3 Financial Needs Analysis with Client & Spouse

• Stays in communication with Clients to keep them aware during process & underwriting (Thank you cards, emails, Calls)

• Keeps the Financial Inviter & Manager current by writing detailed notes in the Prospects Record in the VF CRM

• Rep has 10 Days from Tier 5 CRM to complete $300 in Monthly Premium (3600 points min) Exchange/Training Sales 

• If Rep in Company, let them know that a Suitable plan for them can be counted towards their $300 Monthly /3600 Point Total for the Fast Track Promotion Qualification.

Tier 5 CRM

Tier 5 CRMTier 5 CRM should take 45 – 60 minutes• Confirm consultant walked them through Bolt referral & that they have followed through• Setup Marketing System > Configure Site w/code#, etc. + photo & social media links.

• Register them for CRM VFGcontact.• Assign Tutorials & show Lead Wizard

• Get their “Why”… in detail.

• Show Character Reference script & setting calls on manager’s calendar

• Teach them how to use all 6 of the company email-templates in VFGcontact.• Put in at least 2 names they know.

• Set time for the CRM – Follow-UP. This needs to be completely different date, and within 24-48 hrs – but should be after Tier 4. Advise what they need to do (next slide).

• Go to bottom of Rep CRM file and Start their 10 Days Countdown for Fast Track.

• ALWAYS make the 10 Day Countdown last thing they see, so they will remember!

• Put additional notes about Rep - goals and dreams, and what Path they decided on taking in their CRM file notes

Tier 5 CRM …(continued)

Steps that MUST be done before CRM Follow-Up with your Manger

• Must have at least 10 contacts loaded and ready.MUST contain ALL contact info (anything missing, it’s not officially a contact)

• First and last name• Phone• Email• State they live in

Add Manager Agent Number• This is important – so the manager gets the messages/notes• Update Record, and Refresh, must be done before next step • You’ll know you’re ready when you see the “head icon” under the agent number

Add Notes to the Contact• How you know them

(need details, “friend” is not a detail, how long, how are you friends, etc)• Married, children, etc.• Occupation (theirs, spouse), other info about them. (It can never be too much!)• Be sure to click on pencil icon, Update Record, and Refresh

(this sends note to Manager)

Tier 5 CRM – Follow-Up Tier 5 CRM Follow-Up should take 45 – 60 minutes• Confirm that there are 10 contacts loaded and ready.• Phase 1 completed or not? (This is very important to know.)

If NOT completed: Begin asap, to secure the 3,600 pts before the 10 days expires.Manager and Inviter review and decide on the proper path to connect with each person:

Character Reference, Direct call and set ABC for Manager, etc.If completed:Manager and Inviter review and decide on the proper path to connect with each person:

Character Reference, Direct call and set ABC for Manager, etc. If Licensed: Rigorously work at completing Phase 2.If Not Licensed: Continue lining up prospects while studying for exam.

• Assign Marketing, CRM and Circle of Success videos (videos # 6, 7 & 8 in 10 Steps to Unlimited Success).

• Licensed Rep: Provide appointment instructions & inform about AML.Inform re: California, Florida & Texas

VF Language to SuccessDo this over and over and over again and it will become very easy and you will get very good at it.

Remember Wealth will follow if this is done the same every time. 

The biggest mistake people make is that they don't stay with it long enough and are constantly changing it. 

Don't let your Mind fool you into doing this. 

Watch your Life change forever Financially.