INTRODUCING YOUR FIELD TRAINER

Introducing your Field Trainer Script

John and Mary, I want to thank you for taking the time to meet with us today. I’m very excited to share with you what I’m doing. One of the reasons I’m so excited is because I get to work with Daniel. Daniel is the most knowledgeable person I’ve ever met in the area of business and finance, and I’m very fortunate and grateful to have him as my trainer. 

I’m sure you’ll find some value in what Daniel shares today, and for me, this is an important part of my training because I get to see how he presents these ideas and concepts and how he responds to your questions. So please don’t hesitate and ask him anything that comes to mind. 

I really appreciate you both being a part of this process and I’m eager to share with you what I’m doing. So, with that, I’ll pass it over to Daniel.

Note: If you have completed your own Financial Needs Analysis and are already a client, it's a great thing to add in your introduction. 

... One of the reasons I’m so excited is because I get to work with Daniel. Daniel is the most knowledgeable person I’ve ever met in the area of business and finance, and I’m very fortunate and grateful to have him as my trainer. 

in fact, (Spouse) and I have become clients and the concepts and ideas that Daniel is going to share have already helped us out in a big way - so, I’m sure you’ll find some value in what Daniel shares...

KEY POINTS TO REMEMBER FOR A GREAT INTRODUCTION

1. Be EXCITED. Your mood will help establish the tone of the appointment.

2. EDIFY your Field-Trainer. They are the expert and you need to make sure you let you friends and family know.

3. ENCOURAGE QUESTIONS. Make sure your friends and family feel comfortable asking anything. 

3. If you have done your own Financial Needs Analysis (FNA) be sure to say how much you have been HELPED already.

4. Be GRATEFUL. Thank them for their time and pass the baton to your Field-Trainer. 

NOTE: Once your Field-Trainer begins, avoid interrupting and making lots of comments. Agree, smile and nod, laugh at the jokes... and take good notes. If you have any questions of your own, write them down and ask your Field-Trainer after the appointment.