Get Fast Start Packet - Materialogic

The Fast Start Packet - Materialogic guide serves as a crucial document in initiating your professional journey with World Financial Group. This comprehensive guide will walk you through each section of the packet, ensuring that you complete it accurately and efficiently.

Follow the steps to successfully complete your Fast Start Packet.

1. Press the 'Get Form' button to acquire the Fast Start Packet - Materialogic and open it in your desired digital platform.
2. Fill in your personal information at the top of the form, including your name, date started, licensed trainer, and Senior Marketing Director (SMD). Ensure that all entries are legible and correct.
3. Complete the Top 25 Market List. List 25 individuals from various sectors or roles that you believe could be potential clients or referrals. Mark the date you complete this section.
4. Begin Field Training. Engage with a qualified trainer for on-site training. Document the dates and names of those involved, ensuring that your trainer signs the corresponding section.
5. Bring a guest to a Business Presentation Meeting (BPM) or schedule a one-on-one overview session. Record the names and contact numbers for each guest.
6. Complete the WFG Financial Needs Analysis. This involves gathering detailed financial information from the client to facilitate accurate analysis. Fill in all relevant fields and ensure that the client's information is precise.
7. Obtain and review the Fast Start Training materials, including the WFG System Manual. Confirm completion of this step by marking the date.
8. Once all sections are filled, review your packet to ensure everything is complete. At this stage, make any necessary corrections before final submission.

Take the next step by completing your Fast Start Packet - Materialogic online today!