WFG-NY Management Team Summary [04/12/08]

Hi Team,

 

Here is the meeting summaries for the last WFG Management Team Meeting.

 

 

WFG-NY  Management Team Summary

Date:    04/12/08

 

Topic:   Re-Launch The Business - Ground Zero Initiative     

Highlight Notes:   

• Purpose: 
• 1) Recruit new business partners. 
• 2) Increase client activity. 
• 3) Increase promotions & team income
• Target Market for Recruits:
• 1) CPAs  
• 2) Mortgage Brokers  
• 3) Realtors 
• Key Dates & Meetings:
• Thurs May 1st, 2008 - Hempstead, Long Island Marriot (at Nassau Collesium)
• 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 
• Wed June 18th, 2008 - Location TBD (Eric Jensen - CPA Summit Luncheon)
• Goal: 10,000 invites // 2,000 confirmations // 500 attendees 
• Advertising Resources:
• Local Radio
• Business Networks: Online & Offline
• Career Web Sites
• Personal Contacts  (PDA downloads)
• Churches
• TV/Newspaper
• Press Releases
• Key Tools for Economic Summit:
• Online Registration Website and database [Name, Phone, Email, Address, Referrer, Financial Questions]
• Include code for each WFG agent
• Include name of referrer
• Invite Flyers and Cards [1,000 per WFG team member, coded with Name/Agent Code]
• Onsite Registration: require contact info and/or business card.
• Feedback form: Use the WFG BPM cards (yellow contct/feedback form)

Action Steps [Owner]:   

• [ALL]:  Individually invite 100 people to each BPM.  Locations (Brooklyn-NYC, Hempstead-LI) 
• [Victor]:  Order 5000 WFG contact, referral BPM cards
• [Winston]:  Order 2000 Info Packets (hand out to attendees)
• [Victor, Erick]:  Complete Mortgage Division offer to Anthony Davenport