Workshop WFG

Our WFG office

Mission

To protect families from unexpected expenses and to help build wealth for long life

1

Values

Compassion ~ Responsibility ~ Stewardship ~ Unity ~ Professionalism

2

3

Goals (Corporate/Personal)

Reach and help 1M families achieve financial freedom

4

Strategy

Recruiting ~ Acquisitive Growth ~ Focused differentiated

#1 Sit in front

#1

"Great leaders always sit in front, fight for the front and are always ready"

Do you want to forever sit in the back, hide behind someone else and lose yourself in the crowd?

#2 Eye Contact

#2

"Making eye contact establishes trust, confidence, and positivity with the person you communicate with"

Don't you want to learn to look straight in people's eyes and communicate with them? You can see through them and more often, eye contact speaks louder than words

#3 Walk faster

#3

"Hurry up! Get the job done. There are so many things in life waiting for you to do, to see and to enjoy"

Did you know that the environment you are in will also affect your actions and your feelings?

Control your actions, control your feelings, control your life. Just walk faster and you'll find yourself a happier, more positive person.

#4 Talk louder

#4

It's said that the impact of communication comes from:

55% body language

38% tone of voice

7% verbal content

Did you know that what matters most are your tone of voice, expression on your face and posture of your body?

Raise your voice and you will feel stronger

#5 Smile

#5

"When you smile, you change your attitude and you change the attitude of the people around you"

Did you know that a smile affects people more than anything else? A smile builds quick confidence and changes the environment around you

#6 Dress Sharp

#6

"If you dress up, you move up. If you dress down, you move down."

Did you know when you dress sharp you feel better and look more professional? People don't want to follow a sloppy-looking leader.

But don't be too formal or flashy, it may intimidate our guest, our client or our potential business partner.

#7 Come early - stay late

#7

"When you come early and stay late, you're in control. You're in the business"

Just like in school, students can't wait for the bell to ring and go home. But when they get home, they did nothing special like watching Netflix.

Did you know, this extra hour gives you an entrepreneurial mentality that most employees hardly ever get to know?

#8 Declare you intentions publicly

#8

"It is easier to quit smoking if you let everyone around you know your intention"

Did you know that you can't hit your goal unless you declare it and let many people know?

#9 Raise up, Stand up

#9

"Stand up for something you believe in. Raise up to your dream"

When it comes to some challenge or task, many people can hardly stand up or raise up. They were put down too many times.

Raise up high, stand up strong and reach up high. The sky is the limit

#10 Stumble forward, stay confused

#10

Moving forward may seem risky but doing nothing is even riskier. You can't wait until you know everything before you do something. You can't wait until all conditions are right before you start something.

Before success, you must fail.

Those who never try never learn. Your activities create knowledge, but your knowledge won't create activities.

Action fights fear. Inaction creates more fear. Walk right through your fear, and the death of fear is certain.

Guidelines

Guidelines

1. The first step in planning a career is obviously a long term goal. Where do you want to end up

2. Set out a bold vision based on:

Passion, what drives your Economic Logic, what differentiates you

3. Long Term time frame

4. Reflect your own personal values

Write your Past Successes

Identify Past Successes. Spend some time identifying four or five examples where you have had personal success in recent years.

These successes could be at

work, in your community, or at home. Write them down. Try to identify whether there is a common theme—or themes—to these examples. Write them down.

Step 1

• helped child’s school with fundraiser that was wildly successful
• increased turnout for the opening of a new local theater company

Successes all relate to creative problem solving and execution of a solution.

Identify Core Values

Step 2

Identify Core Values. Develop a list of attributes that you believe identify who you are and what your priorities are.

The list can be as long as you need.

Once your list is complete, see whether you can narrow your values to five or six most

important values.

Identify Contributions

Step 3

Identify Contributions. Make a list of the ways you could make a difference.

In an ideal situation, how could you contribute best to:

• the world in general

• your family

• your employer or future employers

• your friends

• your community

Mission & Vision

Step 4

1. Identify Goals. Spend some time thinking about your priorities in life and the goals you have for yourself.

Make a list of your personal goals, perhaps in the short term (up to three years) and the long term (beyond three years).

2. Write Mission and Vision Statements. On the basis of the previous identifications and a better understanding of yourself, begin writing your personal mission and vision

statements.

Step 1

Identify your stakeholders

Activity

List 20 names of people who may have direct or indirect effect on your business

These are people who you would first approach and won't approach

Step 2

Cont. Activity

Put a massive "X" on the entire list of people you have written down.

This list is your "Do not attempt to sell to" list for the next year

Step 3

Cont. Activity

This list will serve as your reference list. Your target is the people they know that you don't know.

"Those" are your target market

References

Introduction

Recent surveys, North Americans are facing serious financial challenges

• 35% of Canadians do not have any savings or investments
• 27% of private sector workers have employer-funded pension plan
• Average savings in RRPS is only $55,000
• People live with more debt with credit cars and loans
• 30% of Canadians can't handle more than $500 of unexpected expenses without going into debt
• As of Jan 2015, qualified pensioner can receive a maximum of $1,065 per month at the age of 65 from Canada Pension Plan

Financial concepts and solutions may not be the most exciting subject but you need it.

Financial independence is not a dream, it is a priority. Take control of your future.

Assessment activity 1

Assessment activity 2