Common Questions

“SO WHAT KIND OF COMPANY ARE YOU?”

Are you familiar with Merrill Lynch, Morgan Stanley, or Goldman Sachs? We operate in the same industry, but we focus on different clients. While they mainly serve wealthy families, we prioritize helping all families, especially those in the middle class, where assistance is most needed.

“SO WHAT DO YOU DO?”

• My firm and I assist clients in increasing their income and saving money through financial services. We employ innovative investment and savings strategies to help you achieve your financial goals.

• I work with individuals, families, and businesses to help them earn and save more money.

• I educate people on how money works and how to build a successful business in the financial sector.

• I specialize in helping families create tax-free retirement income.

“I DON’T HAVE ANY EXPERIENCE IN FINANCIAL SERVICES.”

Many of our most successful brokers have backgrounds outside of Financial Services, and you might be surprised by that! For example, some have come from careers in education, sales, or even technology. The best part is that we offer a world-class training program that will fully prepare you for the role. Let’s exchange contact information so we can discuss this in more detail!

“I ALREADY HAVE A JOB.”

Want to earn extra money on top of your current job? We have a part-time job that could add a few thousand dollars to your monthly income. We'll work around your existing schedule to train you. Many people start this way and eventually move to full-time. Let's share information so I can tell you more!

“IS THIS COMMISSION?”

• How do you feel about commission? (Wait for Answer – If they respond they’re not comfortable with commission…)

• In the financial world how well you do depends on how much you sell. But don't worry, we pay really well! It's not just commission. You own a piece of your work – a business you can later sell for a good price. Plus, you get paid every year for the work you do now. You also get stock, bonuses, and chances to travel the world.

• (If they show hesitation)

• "Lots of people want a set salary or hourly pay. That's why I think you should check out our PART-TIME job! We can make a schedule that works for you, so you can have a job and still earn extra money. Let's talk and share information so I can explain everything better."

“DO I HAVE TO RECRUIT?”

No way! On our website, you can build your business in two ways. First, you can work by yourself and help customers every day. Or, you can build a bigger business where you hire and train people to work for you (like a real estate broker). Let's trade information so we can talk more about it.

“IS THIS SALES? I’M NOT GOOD AT SELLING AND I DON’T WANT TO SELL.”

We don't just train salespeople. We train people to be Advisors who help others plan for the future. At our company, you won't have to worry about sales targets or minimums each month. Let's share our contact information so we can talk more about this.

“HOW DO YOU GET LEADS? HOW DO YOU FIND CLIENTS?”

We don't find customers the traditional way. We don't call people or knock on doors. Also, it's not a get-rich-quick scheme where customers are waiting for you to arrive. You will have to work, but we have 15-20 proven systems to attract new clients. We'll teach you exactly what to do and say. Initial work is the start and eventually, most of our business comes from referrals. I haven't had to actively look for a client in years; they're simply referred to me. Does that help answer your question? Great!

“HOW LONG IS THE TRAINING PROGRAM?”

You'll do all four parts of the training program at the same time. The online course and shadowing are usually done in the first two weeks. The Zoom classes and mentorship keep going! We really believe in always learning because the industry is always changing.

“DO I NEED TO PAY FOR ANYTHING?”

Simply put, you only pay for your license. It's your license, from your state. That means if this job isn't a good fit, you can use that license to work somewhere else. Getting the license costs about $155. But good news! We have a program to pay you back for your license. Once you get your first promotion (most people do in the first 1-3 months), we'll cover the cost. All other training is free.

IF THEY ASK YOU SOMETHING YOU DON’T KNOW HOW TO ANSWER

That's a good question! I mostly handle the marketing part of our business. I don't want to give you the wrong answer. My partner, ______________, knows all about the technical stuff. Can we share contact info so we can talk more about it later?