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Our New Direction

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Our New Direction. …

Our New Direction.
Financial Relevance Dialogue


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  • What’s holding you back? This question reminded me that in my 20’s –my kids were holding me back! In my 30’s my obligations were holding me back! In my 40’s nothing really held me back. I soared! In my fifties it’s my physical appearance ; health and the ‘little voice!’ So what is it for you? What’s holding you back? What’s your someday conversation?
  • Transcript

    • 1. The ARandolph Group Primerica Financial Services OUR NEW DIRECTION 2010
    • 2. Primerica and New Possibilities
      • Owning Ourselves
      • What changes are happening
      • What does this mean for the Company
      • What does this mean for us
        • In terms of our business and company products
        • What opportunities will emerge
    • 3. Monday Night Training Meetings
      • The place to find out what is happening, as it happens
      • The place to get trained in what you want and what we see will assist your development and your business
      • The areas we plan to cover in training meetings
      • What about our guests and Monday nights
      • What do you need and want
    • 4. Special Money Seminars (monthly)
      • Each Seminar is a Special Guest Event
      • Seminars are designed for Max #Guests
      • Seminars are designed to provide our guests with an overview of the financial benefits and business opportunities
      • Seminars will have relevant financial topics for our guests.
    • 5. Special Monthly Seminars
      • Seminar is intended to share with our guests common financial realities that they do not know AND they do not know they don’t know…the knowing of which would transform their relationship to financial security and wealth building.
    • 6. Monthly Saturday Seminars
      • The Purpose and Intended Result for the Seminars are to generate appointments with minimum 50% of the guests in attendance during the business month. The appointments will be for Interviews; KT’s; FNAs; Specific financial product(s); referrals or any combination of these
      • What’s our SMR?
    • 7. Saturday Seminar Campaign
      • Your Guests – Your Business!
      • Our focus will be on creating enthusiasm and excitement for the Special Guest Seminar each month
      • We will send invitations and call invitations to prospective guests
      • Accountability: Anthony to manage Promises - daily strategies and progress
    • 8. What are you creating?
      • What is your CCMP?
      • What’s holding you back?
      • What’s your excuse now?
      • What’s your “someday” conversation
      • Are you going to win or is that __?__
      • going to win?
    • 9.  
    • 10. Lisa Jones RVP
    • 11. Art Williams