Orientation & Fast Start
Before starting the fast start:
Verify Orientation Modules have been completed
Verify Telegram member
Goal of your fast start & training
Most people want to be financially independent, but they're missing two things:
A clear plan
A coach to guide them
That's where we come in.
Using a tool called the Financial Needs Analysis (or FNA for short), you'll learn to help clients identify gaps, create a path forward, and feel in control of their financial future.
Now imagine this...
If you did an FNA for 100 people:
How confident would you feel after the 100th one?
Out of 100, how many people do you think you could genuinely help?
How many referrals might those 100 people introduce you to?
Basically, the more people you help, the faster you'll grow.
Why else should I focus on doing 100 FNAs?
Simple answer: You build AUMs.
What are AUMs? Its really two things:
Assets Under Management
Agents Under Management
Assets Under Management
This represents the total value of investments you manage for your clients
It's the foundation for long-term, scalable, recurring income.
Why assets matter:
It creates a "floor" income and raises it year after year which creates stability and security
It's how you create freedom, flexibility, and financial independence for you and your clients
Milestone Goal: $50M AUM
Build a book of 100 new clients per year
Stay consistent until your personal AUM hits $50 million
After that point, your business will grow organically, through introductions, contributions, and market growth
Start now: even before your licensed
Our mission is to help you start growing your AUM from day 1
Once you're licensed, any investment clients you helped during training will be transferred to you.
$50 Million in AUM = $25,000 / month in recurring income. How would it feel to know your business keeps growing even when you're not working?
What's more powerful than helping 100 families on your own? Helping thousands by building a team of agents who do the same!
Agents Under Management
The cashflow quadrant teaches that true financial freedom comes from when you move from being an employee to building a business
Team overrides and recurring income continue to grow, even when you're not directly involved. Your teams growth multiplies your impact, income, and time freedom.
AUM (Assets Under Management) + AUM (Agents Under Management) = MPI (Massive Passive Income)
Finding Clients & Training
Let's talk about finding clients and training. In order to become a professional and master the business you'll be shadowing your trainer on appointments. So to set appointments we'll start with two proven strategies:
Relationship-based marketing
Social media marketing
Eventually all agents master several strategies to keep their calendar full.
Taking Action: Relationship-Based Marketing
Relationship-based marketing is the practice of using your existing connections to introduce your services in a natural, authentic way. It focuses on setting appointments that lead to long-term client with the people they introduce you too.
Existing connections include:
Hot Market: Family & close friends
Warm Market: Friends, acquaintances, and co-workers
Social Media
Those you know and have great credibility with are the best for:
Gaining experience
Getting your name out
Earning business and receiving referrals
Our goal is to have those you care about love what you do and be a walking billboard for you as you grow your business!
Some people we meet with will become clients, while others won't - either way you'll get experience. Great things come from showing as many people as possible what we do. So let's take action!
Taking Action
Create a list
Reach out & set a training appointment
Attend the training appointment
Taking Action: Social Media Marketing
Who: This post is marketing to those that are looking for work or a new opportunity
Why: There are two ways to market what we offer: (1) Income opportunity and (2) Financial Coaching.
Compared to marketing our products or financial guidance, marketing the opportunity to work with us spare-time, part-time or full-time gets a lot of activity and people reaching out interested in getting more details.
If you think about it, most everyone is looking for a career change, extra income, or know someone who does.
Marketing the income opportunity leads to:
A new agent
A client
Referrals
What: Producing leads from this social media approach will result in hiring meetings you're able to observe and be a part of a new agent's onboarding process!
How: We have several social media marketing strategies, but the first one we start with is posting to your Facebook/Instagram.
Let's walk through the steps!
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