Agent Business Process | Marketing Plan

The Proper System Roadmap

New Associate

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Pre-Licensing Process

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Personal Financial Review

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Take your policy

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Pass State Exam

On-boarding

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Post License Process

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Marketing Plan w/ SMD

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Business Launch

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First Promotion

Independent Agent

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Certified Field Trainer

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Business Plan w/ SMD

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Qualify for MD

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Qualify for SMD

1. The Mindset: Cashflow Quadrant

Employee (E)

Have a J.O.B.

Trades time for money.

Business Owner (B)

Own a System.

Leverage others' time and efforts.

Self-Employed (S)

Own a J.O.B.

If you stop working, income stops.

Investor (I)

Own Investments.

Money works for you.

The 5 Magic Questions for Partners

What do you want?
Why do you want it?
How are you going to get it?
When will you get it by?
Who do you have to become to get it?

2. The System: Baseball Analogy

The "Home Run": Business Partner, Client, and Referrals

Single

Referrals

Double

Client

Triple

Business Partner

Standard Weekly Schedule

Day	Time (EST)	Event / Topic	Info
Monday	10:00 AM	Approach and Contact (Zenorth)	ID: Ask Leader
Monday	10:00 AM	KickStart (The Reals)	ID: Ask Leader
Monday	6:00 PM	SynergyStar Meeting	ID: Ask Leader
Monday	9:00 PM	Power Talk (LegacyStar)	ID: Ask Leader
Tuesday	10:00 AM	Invite Session (Zenorth)	ID: Ask Leader
Tuesday	8:00 PM	BPM (ElevatePlus in English)	ID: Ask Leader
Wednesday	10:00 AM	Client Experience (Zenorth)	ID: Ask Leader
Wednesday	11:00 AM	Product Training (LegacyStar)	ID: Ask Leader
Wednesday	9:00 PM	Saving Your Future (LegacyStar)	ID: Ask Leader
Thursday	10:00 AM	Entrepreuneur Series (Zenorth)	ID: Ask Leader
Thursday	8:00 PM	BPM (ElevatePlus in French)	ID: Ask Leader
Friday	8:00 PM	ZAP Foundation (Zenorth)	ID: Ask Leader
Friday	8:00 PM	BPM "Remember Why" (Trailblazers in English)	ID: Ask Leader
Saturday	10:00 AM	Flyers Posted / BPMs (Zenorth)	ID: Ask Leader
Sunday	6:00 PM	Celebration Sunday (Zenorth)	ID: Ask Leader
Sunday	8:00 PM	Team Weekly Meeting (ElevatePlus)	ID: Ask Leader

3. The Career Path (MONTHLY)

1. Trainee

Focus: Learning & Licensing

Pass State Exam
Complete Top 100 List
Observe 10 Training Appointments

2. Associate

First Promotion

Recruit 3 people (Personal 30 days)
Licensed
Begin Field Training

3. Marketing Director (MD)

The "5-5-30" Plan (3 months in a row)

Recruit 5 people
Get 1/2 Licensed (2 licenses)
5 Licensed Agents in Team
40,000 Production Points

4. Senior Marketing Director (SMD)

The "10-10-30" Plan (3 months in a row)

Recruit 10 people
Get 1/2 Licensed (5 licenses)
10 Licensed Agents in Team
75,000 Production Points
Promote 1 MD beneath you

4. Builder's Compensation (SMD)

Potential Monthly Income at SMD Level

Based on the SMD Compensation Model

$87,000 / Month

Annual: $1,044,000

Personal Production

(Click to see Math)

$16,250

25,000 pts x 65%

Base Shop Override

(Click to see Math)

$18,750

75,000 pts x 25%

Super Base

(Click to see Math)

$36,000

300,000 pts x 12%

Bonuses

(Click to see Math)

$16,000

Base Shop + Super Base Bonus

What's Next?

Your Launch Checklist

Register to start Top 100 List: Identify 25 MACHO prospects. Get Licensed & Onboarding: Follow Steps Training Appointments: Schedule 10 w/ trainer. Attend Training: Plug into Zoom schedule. Earn First $1,000: First sale while learning. Grand Opening: Celebrate your License!

The School of the Financial Business:
6 Months to Own Your Business and a Cashflow of $50,000+

The Proper System Roadmap

1. The Mindset: Cashflow Quadrant

Employee (E)

Business Owner (B)

Self-Employed (S)

Investor (I)

The 5 Magic Questions for Partners

2. The System: Baseball Analogy

Single

Double

Triple

Standard Weekly Schedule

Upcoming Major Events

3. The Career Path (MONTHLY)

1. Trainee

2. Associate

3. Marketing Director (MD)

4. Senior Marketing Director (SMD)

4. Builder's Compensation (SMD)

Potential Monthly Income at SMD Level

Personal Production

Base Shop Override

Super Base

Bonuses

What's Next?

Your Launch Checklist