WFG-NY Management Team Summary [03/29/08]

Hi Team,

 

Here are the meeting summaries for the first WFG Management Team Meeting.

 

 

WFG-NY  Management Team Summary

Date:    03/29/08

 

Topic:   Initial Management Meeting

Highlight Notes:   

• Build Management Team: 
• Hire and identify key team leaders
• Team Building:
• Hire new team (New Hires = New Clients)
• 100 Recruits per month 
• 90 Day Madman Cycle (increase energy and buzz) 
• Weekly team conference call (Wed, 6pm)
• Generate shared leads (online networks, advertising, career web sites) 
• Assign team members to BPM/team support tasks
• Associate training session at every BPM
• Key Dates & Meetings:
• FOCUS ON INVITING
• Tues June 3rd, 2008 - Brooklyn NY Marriott (Paul Deitrich Economic Summit: Investing During a Recession)
• Goal: 20,000 invites // 5,000 confirmations // 2,000 attendees 

Action Steps [Owner]:   

• [ALL]:  Individually invite 100 people to each BPM.  Locations (Brooklyn-NYC, Hempstead-LI) 
• [ALL]:  Weekly Team Conference Call (Wed 6pm: 712-580-6300 PIN:588164)
• [Victor]:  Career builder, Craigslist and other career web sites, costs and usage (shared costs by team)
• [Winston]:  Assign team members to BPM support tasks