5/22 Daily Action Challenge · 1Life Financial

5/22 Daily Action Challenge

Make a list of every immediate living family member on both side of family - parents, grandparents, grown children, siblings, in-laws, aunt/uncles, 1st cousins and nieces and nephews.
Next if you don't have phone #s call/message other family members to get their contact info.
Next, mark out all the ones you've already actually done a full initial presentation with.
Next, set appointments with all remaining - always remember we teach financial concepts that EVERYONE needs to know and ARE NOT taught it school. Best approach with immediate family to set appointment is the indirect approach to practice (see attached script) If they ask what you do, "we teach really important financial literacy concepts that aren't taught in school and I'm so excited to share those with you! You may already know them all but I guarantee you most people you don't and I need you help introducing me to them". Lastly - don't take now for an answer - this is your family - if you persist they will eventually give you an appointment, if not for anything but they are tired of your asking lol! But you must persist because if they pass away or get a diagnosis or live a long time and have a crappy retirement and you never showed them an initial presentation its on you! If you showed them and they said no, it's on them. Be bold and keep asking!!

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