CONVERSATION GUIDE
START THE CONVERSATION
You don't need perfect words to get started.
Use these conversation starters as a guide, make them sound like you, and work alongside your trainer as you learn.
START THE CONVERSATION → BOOK THE APPOINTMENT → GET INTO THE FIELD
01 | FIELD TRAINING
START WITH PEOPLE YOU KNOW
Field Training is where you begin learning the business alongside your trainer.
Your first goal is simple: start conversations and book appointments.
TEXT | SOMEONE YOU KNOW
Hey [NAME]! I recently started training in financial services and part of my Field Training is sitting down with people I know and going through a short presentation with my trainer.
I thought of you and would really appreciate your help.
I just need about 20–30 minutes of your time. If you're married, I'd love for both you and your spouse to be there.
The more questions you have, the better for me because I'm learning and taking notes throughout my training.
I have [DAY/TIME] or [DAY/TIME] available. Which works better for you?
PHONE | SOMEONE YOU KNOW
Hey [NAME], I wanted to reach out because I recently started training in financial services and I'm looking for a few people to help me with my Field Training.
It only takes about 20–30 minutes. I'll have my trainer with me and we'll go through a short presentation together.
If you're married, I'd love for both you and your spouse to be there.
And honestly, the more questions you have, the better for me because it helps me learn.
I have [DAY] or [DAY] available. Which day works better for you?
02 | BOOKING THE APPOINTMENT
ONCE THEY SAY YES
ZOOM
Perfect! We're set for [DAY] at [TIME].
Please plan to be somewhere you can sit down and focus, preferably in front of a computer and not driving.
I'll send you the Zoom information before we meet.
Looking forward to it!
IN PERSON
Perfect! We're set for [DAY] at [TIME].
What address should I put into my GPS?
I'll confirm everything with you before we meet. Looking forward to it!
03 | FOLLOW UP
KEEP THE CONVERSATION MOVING
NO RESPONSE
Hey [NAME]! Just circling back. I'm still working on completing my Field Training appointments and would really appreciate your help.
I have [DAY/TIME] or [DAY/TIME] available. Would either work for you?
THEY SAID NOT RIGHT NOW
Absolutely. I completely understand.
I'll circle back with you another time. Thank you for being open to helping me with my training!
APPOINTMENT CONFIRMATION
Hey [NAME]! Just confirming we're still good for [DAY] at [TIME].
Looking forward to seeing you!
04 | LICENSED REPRESENTATIVE
START A FINANCIAL CONVERSATION
Once you're licensed, the conversation evolves.
You're no longer asking someone to help with your Field Training. You're inviting them to sit down and better understand their financial picture.
TEXT
Hey [NAME]! I've been meaning to reach out.
I'm helping individuals and families take a closer look at what they currently have in place financially, where there may be gaps, and what they can start doing differently moving forward.
I'd love to sit down with you for about 30 minutes and go through it together.
If you're married, I'd love for both you and your spouse to be there.
I have [DAY/TIME] or [DAY/TIME] available. Which works better?
PHONE
Hey [NAME], I'm reaching out because I'm opening up a few appointments this week to help individuals and families take a closer look at their financial picture.
It's a simple conversation where we can look at what you currently have in place, answer questions, and see what your next moves could look like.
If you're married, I'd love for both of you to be part of the conversation.
I have [DAY] or [DAY] available. Which works better for you?
05 | SOCIAL MEDIA
LET PEOPLE KNOW WHAT YOU'RE DOING
FIELD TRAINING
I'M LOOKING FOR 5 PEOPLE.
I'm currently completing my Field Training in financial services and I'm looking for 5 individuals or couples willing to give me 20–30 minutes of their time.
I'll be working alongside my trainer while I learn, so bring your questions. They actually help me get better.
There's no obligation. You're simply helping me get my reps in while getting an opportunity to learn something too.
Message me “5” and we'll find a time.
LICENSED
MONEY CONVERSATIONS DON'T HAVE TO BE COMPLICATED.
I'm opening a few appointments this week for individuals and couples who want to better understand what they currently have in place and what their next financial moves could look like.
30 minutes. A real conversation. A clearer picture.
Message me and we'll get something on the calendar.
06 | TEAM RECOGNITION
CELEBRATE THE ACTIVITY
When we get into activity, we recognize it.
Use Telegram to celebrate new Business Partners, new business, Field Training wins, and momentum happening throughout the team.
NEW BUSINESS PARTNER
NBR 1 | NEW BUSINESS PARTNER
Help us welcome [NAME] to the business!
Excited to have you here. Let's get to work.
#EliteNation #CompoundCo
NEW BUSINESS
$[AMOUNT] | NEW BUSINESS
Another family helped.
Congratulations [NAME] on getting into activity and putting the training into practice.
#EliteNation #CompoundCo
FIELD TRAINING WIN
FIELD TRAINING WIN
[NAME] got into the field, completed an appointment, and got another rep in.
You learn the business by doing the business.
#EliteNation #CompoundCo
DON'T OVERTHINK THE WORDS.
Start the conversation. Book the appointment. Get into the field.
Your confidence comes from doing it.
The reps compound.