Class 3
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Data Collection
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Personal Financial Review (PFR) Basics
Class Bulletin Board
We are officially past the half-way point of our first CFT Program from Eagle Academy! I hope you all are getting a ton of value out of these training sessions, roleplays, and project assignments, and that it will really help take your businesses to the next level!
Some important notes for this class:
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Make sure to have an alarm set each day to remember to post accountability in our WhatsApp chanel.
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If you are asked to re-do any recordings, please make sure to turn them in by the Thursday before Class 4.
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CFT Participants, please make sure to reach out to your Team Leader to do your Data Collection roleplay ASAP.
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Make sure to update your point tracker daily, so you don't miss out on any activity and know how much more you need to do to reach the 150 - 200 points of activity minimums.
Class Content & Materials
Class Content & Other Tools:
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Click here to download and please MAKE A COPY Program Activity Tracker
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Click here to download the Data Collection & PFR Basics - Class 3 Presentation PDF
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Click here to download and please MAKE A COPY of the Financial Questionnaire/Data Collection Form.
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Click here to download The Retirement Miracle by Patrick Kelly PDF​​
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Class Bonus Material:
CFT Class 3 Project
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Attend a minimum of 2 Trainings per week.
This will deduct -1 Point per week if not completed.
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Record yourself completing the Data Collection Form with your Accountability Team (Required)
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Finish reading "The Retirement Miracle" (Quiz on Class 4)
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Accumulate a total of 150 Points of Activity in your Tracker during this 2 Week Class period.
This will deduct -1 Point if not completed.
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Submit 2 Referral Clients.
This will accumulate +1 Point if doubled and +2 Points for N°1.
This will deduct -1 Point if not completed.
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Run (sit in on) four(4) New 1 on 1 Appointments.
This will accumulate +1 Point if doubled and +2 Points for N°1.
This will deduct -1 Point if not completed.
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Remember to post your CFT Daily Activity Report before midnight in our CFT Program WhatsApp channel.
Typical daily activities such as Calls, Prospects, Appointments ran, Appointments set, New Clients and New Business Partners.
This accumulates +1 Point per week!​
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BONUS: Accumulate +1 Point for having 1 New Personal Recruit or 2 Submitted Applications.
CFT Plus Class 3 Project
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Attend a minimum of 2 Trainings per week.
This will deduct -1 Point per week if not completed.
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Record completing the Data Collection Form & your Feedback with your Accountability Team by the Thursday before Class 4 (Required)
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​Finish Reading "The Retirement Miracle" (Quiz on Class 4)
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Accumulate a total of 200 Points of Activity in your Tracker during this 2 Week Class period.
This will deduct -1 Point if not completed.
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Get 1 New Personal Recruit.
This will accumulate +1 Point if doubled and +2 Points for N°1.
This will deduct -1 Point if not completed.
​​
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Submit 2 Referral Clients
This will accumulate +1 Point if doubled and +2 Points for N°1.
This will deduct -1 Point if not completed.
​​
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Remember to post your CFT Daily Activity Report before midnight in our CFT Plus Program WhatsApp channel.
Typical daily activities such as Calls, Prospects, Appointments ran, Appointments set, New Clients and New Business Partners.
This will accumulate +1 Point per week!