Appointments
This is the goal number of appointments a full-time agent should aim for weekly.
What is 10?
The first promotion a new agent is able to obtain.
CFT stands for this phrase in your business.
This is the minimum number of team recruits in a 5-5-30.
What is 5?
This is the minimum number of licensed agents you typically need to promote to Marketing Director.
What is 3?
This is one of the two steps to take immediately after the initial appointment.
What is an info gather OR Book a follow-up interview?
This is the primary way to achieve the associate promotion
What is 2-2-30
New agents must participate in this many appointments before running solo appointments.
What is 10?
This many families must be helped to complete the 5-5-30.
What is 5 families?
To be promoted to Marketing Director, you must meet this minimum personal points requirement in three months rolling.
What is 20,000?
This is the typical goal-length of an initial start to finish.
What is 45 minutes?
The original method to achieve the Associate promotion
What is 3-3-30?
In a CFT, the trainee does this while the trainer leads.
What is observe, take notes, and learn the process?
This is the total point value needed in a 5-5-30 month.
What is 15,000 points?
This is where leaders lead typically.
What is the front?
These two things are the primary goals when going through the presentation information.
What is Disturb and Intrigue?
This is the last resort / alternative method to achieve associate.
What is 20,000 points / 3 months?
This is the minimum point requirement to qualify for your CFT Test
What is 6000?
This person was known to do a pesonal 5-5-30 run, three months in a row.
Who is Trapper Goldsmith?
This person submits the form to request a Marketing Director promotion.
What is a senior marketing director OR SMD?
This is the document used to calculate the FIN of a client when building a plan.
What is a Financial Needs Analysis?
This is the associate contract in the US. (%)
What is 35%?
This is another 'casual' meaning of the acronym CFT
Cash For Training
Name one reward or recognition typically associated with hitting a 5-5-30 three months in a row.
What is MD, Blue Jacket, 5/10k Placque.
Name one key responsibility a Marketing Director has in developing their team.
What is training, mentoring, or driving production?