1st Appointment 1 on 1 Form

1ST APPOINTMENT 1 on 1 FORM
Date*

MonthDayYear
Date
Client Name*

First NameLast Name
Trainer Name*
Trainer Email*
example@example.com
Trainer's SMD*
Trainee Name
Trainee's SMD
Did the trainee edify correctly?

ExcellentGreatOkayNeeds WorkOther
What to Say in Training Appointment

What has (Trainee) told you about what we do?... Great, We are in the finance and insurance industry and I'll explain it in further detail as we proceed.

I want to respect your time, so I'd like to customize this to what's important to you, not necessarily what's important to us.

The ideal outcome for us is to help (Trainee) out with his/her training and after you see what he/she is doing, you'll be able to direct (Trainee) to a few other families who could also benefit from learning how money works.

Before we get started, I'd like to get to know you so I can tailor this conversation to you, fair enough?
What to Say in Solo Appointment

What have you heard about what we do?... Great, We are in the finance and insurance industry and I'll explain it in further detail as we proceed.

We want to respect your time, so we'd like to customize this to what's important to you, not necessarily what's important to us.

The ideal outcome for us is to get exposure and after you see the impact we are having in families' lives you'll be able to direct us to a few other families who could also benefit from learning how money works.

Before we get started, I'd like to get to know you so I can tailor this conversation to you, fair enough?
Family
Where did you grow up?*
What is your family situation?*

SingleMarriedDivorcedSeparatedOther
How Long*
How many kids do you have?*
Occupation
Where is your income coming from now?*
How Long have you been doing that?*
Tell me more about what you like most about it?*
Tell me more about what you would change?*
Do you see yourself retiring there?*

YesNoMaybeReally Unsure
Recreation
What do you like to do outside of work? (Sports, Hobbies, Travel)*
Do you get to do those things as often as you would like?*

YesSomewhatNoNot at all
What changes would you need to make to get more time to do those things?*
What to Say in a Training Appointment

I really appreciate you being so open about everything. It's really important for (Trainee) to really see the process of getting to know a client. I'm going to switch gears a little here.
What to Say in a Solo Appointment

I really appreciate you being so open about everything. It's really important for us to understand what is most important to you and what you value most. Now I'm going to switch gears a little here.
From 1 to 10, how would you rate your level of financial education?*
What is your ideal age for retirement?*
Are you on track?*

YesNo
Who is helping your achieve your goals?*
Is it important to have Tax Sheltered income in retirement?*
Has anyone ever showed you how?*

YesNo
Is Market Correction Protection (MCP) on your money Important?*

YesNoNot Sure
Do you have any protection from the market currently?*

YesNoNot Sure
Message
Thank you for sharing, it was great getting to know you. Now I'm going to pull up the presentation and show you why we are so excited to share this with you.
Give your personal 2-minute story... (who you are, your previous field, why you're here)
Appointment Notes
Should be Empty:

1ST APPOINTMENT 1 on 1 FORM

Family

Occupation

Recreation

Message