WSB

AGENDA BOOK

2019
This planner belongs to:

Name:______________________________________

Phone:______________________________________

Email:_______________________________________

Office:__________________________________

Don’t just be part of history. Make history!

– Coach Xuan Nguyen

1
 Contacts
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 Contacts
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3
4
 Program Yourself for Success
1/ Have a big vision – a dream that is worth living for.
2/ Have a mission that motivates your purpose in life.
3/ Submit and commit to a winning system.
Follow the path of success.
4/ Write down a plan of action with:
G Clear goals
G Definite time frames
G Things you will need to sacrifice
to become successful
5/ Identify your strengths and your weaknesses.
Do you know why you win or why you lose?
6/ Discipline yourself physically and emotionally.
Always lead by example. Always be positive.
7/ Surround yourself with like-minded people and distance
yourself from negative people who bring you down.
8/ Have a high level of tolerance. Treat people well.

Life will turn out exactly how you expect it to.

If you see struggle, you will get a lot of struggles.
If you expect success, you will be successful.
And if you keep faith, miracles will happen.

5
 Are You The Future Giant?
CONDITIONS TO LIFT OFF
G 5 Personal Recruits per month
G 25K Personal Points per month
G 30 Recruits/100K Base per month

STEP 1:
G 2 Personal Recruits
G 10K Personal Points
G 10 Recruits Base

PERSONAL
G 30K Points Base BASE
2R/10K 10R/30K
3/3 Daily Appointments in the Base

STEP 2:
G 3 Personal Recruits
G 15K Personal Points
G 15 Recruits Base

PERSONAL G 50K Points Base BASE
3R/15K 15R/50K
5/5 Daily Appointments in the Base

STEP 3:
G 5 Personal Recruits
G 25K Personal Points
G 30 Recruits Base

PERSONAL G 100K Points Base BASE
5R/25K 30R/100K
10/10 Daily Appointments in the Base

6
7
 Do You Know Why You Win
and Why You Lose?
If you don’t know why you’re winning, how can you continue the habits that
help you succeed? And if you don’t understand why you’re losing, you may be
repeating the same mistakes without knowing it.

My Strengths: My Weaknesses:
___________________________________________ ___________________________________________

___________________________________________ ___________________________________________

___________________________________________ ___________________________________________

___________________________________________ ___________________________________________

___________________________________________ ___________________________________________

___________________________________________ ___________________________________________

___________________________________________ ___________________________________________

What I Need to Do to Improve:

____________________________________________________________________________________________

____________________________________________________________________________________________

____________________________________________________________________________________________

____________________________________________________________________________________________

____________________________________________________________________________________________

What would you do if you knew exactly how to win?

Know what you want and write it down into a plan of action.
Dream it. Visualize it. Plan it. Read it.
Believe it. Do it. Achieve it.

8
 My Mission – Short Term Goals:
___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

My Vision – Long Term Goals:

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

My System – Plan to Win:

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

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 Top 10 Reasons to Win
WHY DO YOU DO THIS BUSINESS? WHAT MOTIVATES YOU?

1/ _________________________________________________________________________________________

2/________________________________________________________________________________________

3/________________________________________________________________________________________

4/________________________________________________________________________________________

5/________________________________________________________________________________________

6/________________________________________________________________________________________

7/________________________________________________________________________________________

8/________________________________________________________________________________________

9/________________________________________________________________________________________

10/______________________________________________________________________________________

If the reason is strong enough,

you'll find a way.

10
 EASY START

1 WEAR THE PIN

2 ATTEND THE WORKSHOPS

3 JOIN THE WSB COMMUNITY

4 GET THE EASY START KIT

5 SPREAD THE WORD, 7-STEPS

6 BRING THE CAMPAIGN TO LIFE

7 MAKE A COMMITMENT

Sit down with your trainer to review your goals and take action!
Declare what you will contribute to the campaign!

11
 The 7 Step CAMPAIGN

1 LIVING THE DREAM

2 WSB COMMUNITY

3 OUR CAUSE:
SYF BOOK & WORKBOOK

4 OUR CAMPAIGN:
BUILDING A NEW INDUSTRY

5 TESTIMONIALS

6 SURVEY CARD

7 CLOSING

12
 The Fantastic 4 Steps

Know Know
Your Client the Solution
Listen to their goals Show it Clearly

Share
the SYF book Close
Understand
Fundamental Concepts

So clear and simple, anyone can do it!

A Culture of Results: 100% Closing

G 100% needs to have financial education
G 100% wants to control their own future
G 100% wishes to be debt free
G 100% loves to see their children succeed
G 100% dreams of traveling the world
G 100% wants to help people
G 100% wants to be wealthy

13
 DREAMING WITHOUT ACTIONS WON’T LAST

It’s activities that keep your dream alive.

If you want to win and succeed in the Giant CEO game plan,
you must commit.

G Be part of the G CEO team in your office or 9am CEO Club.

G Have consistent daily activities. Start with 30 days relentless.

G Stay away from talkers, doubters, and negative people.

G Be accountable to your Club, Builder, and Coach.

G No excuses. Don't give the loser inside of you a chance.

G Be happy, especially when you don't feel like it.

Remember, as bad as it seems sometimes, you're still the luckiest

person in the world. You have the chance to be the G CEO of the
best organization. You’re on a mission to change people’s lives and
deliver for your family.

Your job is to keep your dream alive!

You are one member away from a big explosion!

14
 Yearly Goals
WEEK 1 WEEK 2 WEEK 3 WEEK 4

JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

15
 Focus on Cash Flow
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

MYSELF:
___________________________________________________________________________________________________________________________

MY BASE:
______________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________

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______________________________________________________________________________________________________________________

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______________________________________________________________________________________________________________________

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MY TEAM:
______________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________

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 The MD Club EASY Start System
STANDARD US: COMPENSATION MD CLUB EASY START
ADVANCEMENT GUIDELINES EXAMPLE WITH IUL GUIDELINES: 3-3-30

G Licensed G From G Submit paperwork

G 20,000 Points Training Associate 25% for licensing
in rolling 3 months To Associate 35% G 3 Direct legs
G 3 Completed WFG
Personal Financial
Strategies

MARKETING DIRECTOR
MD CLUB
3 – 3 – 30 JACKET

SHIRT
65%
TRAINEE
50% G 10 LICENSED
G 75,000 PTS
35% G IN 90 DAYS
G 3 ASSOCIATES
G 3 DIRECT LEGS
25% G 5 LICENSED (INCLUDES 1 MD)
G 3 RECRUITS G 40,000 PTS G $35K IN ROLLING
G 3 PFS G IN 90 DAYS G 12-MONTH CASH FLOW
G EASY START
G IN 30 DAYS
G JOIN-OWN-SHARE US - GIUL/FIUL Product

G GET LICENSED For illustration purposes only.

Simple. Clear. Fast. Doable.

17
 MD Checklist
m EASY START KIT m SHARE LIST (TOP 100/TOP 25)

m PERSONAL FINANCIAL STRATEGY m FIELD TRAINING 1 2 3 4 5 6 7 8 9 10

m EASY START 3–3–30 (3 New Business Associates–3 Personal Financial Strategies–30 Days)
NBA _________________________________ PFS __________________________________
NBA _________________________________ PFS __________________________________
NBA _________________________________ PFS __________________________________

m QUALIFY FOR THE TRAINER LEVEL

Build 3 team members who do 3-3-30.
1. ______________________________________________________________________________
2. _____________________________________________________________________________
3. _____________________________________________________________________________

m QUALIFY FOR MARKETING DIRECTOR

Produce cumulative 40K Points in 3 Months.
GOAL ACTUAL

Month 1: _______________________________ Month 1: _______________________________

Month 2: ______________________________ Month 2: _______________________________
Month 3: ______________________________ Month 3: _______________________________

5 LICENSED ASSOCIATES

1. _____________________________________ 4. ______________________________________
2. _____________________________________ 5. ______________________________________
3. _____________________________________

18
 SMD Checklist
m QUALIFY FOR SMD
*Rolling 3 months 75K base net points (Maximum 1/2 net points can be from any leg).
Rolling 12 months $35K cash flow.

STRUCTURE OF LEGS: MD must be Fully Qualified with 40K in 3 months.

MD: ________________________________________________________________________

Associate: ___________________________________________________________________
Associate: ___________________________________________________________________

POINTS
GOAL ACTUAL

Month 1: ____________________________ Month 1: ____________________________

Month 2: ____________________________ Month 2: ____________________________

Month 3: ____________________________ Month 3: ____________________________

10 LICENSED ASSOCIATES
1. ___________________________________
2. __________________________________
3. __________________________________
4. __________________________________
5. __________________________________
6. __________________________________
7. __________________________________
8. __________________________________
9. __________________________________
10.__________________________________

If you plan to dominate, you will win!

If you plan to win, you will have to fight!

19
 Year Planner
MAY
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
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10________________________________________________
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30 ________________________________________________
31 ________________________________________________
20
JUNE
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
8 _________________________________________________
9 _________________________________________________
10________________________________________________
11 _________________________________________________
12 ________________________________________________
13 ________________________________________________
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25 ________________________________________________
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27 ________________________________________________
28 ________________________________________________
29 ________________________________________________
30 ________________________________________________
 You cannot become a CEO unless you commit to build
a team of future CEOs.
JULY
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
8 _________________________________________________
9 _________________________________________________
10________________________________________________
11 _________________________________________________
12 ________________________________________________
13 ________________________________________________
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15 ________________________________________________
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20 _______________________________________________
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31 ________________________________________________
21
AUGUST
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
8 _________________________________________________
9 _________________________________________________
10________________________________________________
11 _________________________________________________
12 ________________________________________________
13 ________________________________________________
14 ________________________________________________
15 ________________________________________________
16 ________________________________________________
17 ________________________________________________
18 ________________________________________________
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20 _______________________________________________
21 ________________________________________________
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24 ________________________________________________
25 ________________________________________________
26 ________________________________________________
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28 ________________________________________________
29 ________________________________________________
30 ________________________________________________
31 ________________________________________________
 Year Planner
SEPTEMBER
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
8 _________________________________________________
9 _________________________________________________
10________________________________________________
11 _________________________________________________
12 ________________________________________________
13 ________________________________________________
14 ________________________________________________
15 ________________________________________________
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30 ________________________________________________
22
OCTOBER
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
8 _________________________________________________
9 _________________________________________________
10________________________________________________
11 _________________________________________________
12 ________________________________________________
13 ________________________________________________
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30 ________________________________________________
31 ________________________________________________
 For most people their dreams last a few days. Some last a few weeks.
A few last months. But giants keep their dream alive until they get the job done.
NOVEMBER
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
8 _________________________________________________
9 _________________________________________________
10________________________________________________
11 _________________________________________________
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30 ________________________________________________
23
DECEMBER
1 _________________________________________________
2 _________________________________________________
3 _________________________________________________
4 _________________________________________________
5 _________________________________________________
6 _________________________________________________
7 _________________________________________________
8 _________________________________________________
9 _________________________________________________
10________________________________________________
11 _________________________________________________
12 ________________________________________________
13 ________________________________________________
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 Team Bubble Chart
MAY

24
 MAY Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

SUNDAY MONDAY TUESDAY
April
WEDNESDAY THURSDAY FRIDAY SATURDAY
1 2 3 4
31 1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 1 2 3 4

5 Cinco de Mayo 6 7 8 9 10 11
Ramadan

12 Mother’s Day 13 14 15 16 17 18

19 20 Victoria Day 21 22 23 24 25
(Canada)

26 27 Memorial Day 28 29 30 31 SUNDAY MONDAY TUESDAY

June
WEDNESDAY THURSDAY FRIDAY SATURDAY

26 27 28 29 30 31 1

2 3 4 5 6 7 8

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29

30 1 2 3 4 5 6

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______ MAY
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________ ________________________________________________
5-5:_____________________________ ________________________________________________
10-10:____________________________ ________________________________________________
MD/SMD:________________________ ________________________________________________
WSB Green Jacket:__________________ ________________________________________________
CEO:____________ EVC:____________ ________________________________________________

25
 Daily Activities
NUMBER OF SYF SURVEY EASY CLIENT
CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
MAY

25
26
27
28
29
30
31

Total Results

26
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

27
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

MAY
 Hot List of the Month
Priority / Daily List

NAME SPOUSE PHONE NOTES

Ideas | Plans | Victories

MAY

28
 SYF Share List
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22 MAY
23
24
25
26
27
28
29
30
31

29
 Logbook for the Base
SOLUTION TARGET SUBTOTAL
DATE CLIENT/RECRUIT TRAINER/TRAINEE AMOUNT POINTS
TYPE POINTS REC
MAY

30
 Goals for the Month
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

MAY

31
 If you treat anything just like the beginning, you will never see the end.
– Vivian Olero

Monitoring SUN 28 MON 29 TUE 30

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
MAY

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

32
 APRIL 28 – MAY 4
WED 1 THU 2 FRI 3 SAT 4

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
MAY

7pm

8pm

9pm

33
 Adversity causes some people to break. Others to break records!
– Mark Yu

Monitoring SUN 5 MON 6 TUE 7

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
MAY

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

34
 MAY 5 – 11
WED 8 THU 9 FRI 10 SAT 11

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
MAY

7pm

8pm

9pm

35
 Work on your faith and let faith work for you! Work on your system and let the system work
for you! Work on your business daily and let your business work for you! – Coach

Monitoring SUN 12 MON 13 TUE 14

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
MAY

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

36
 MAY 12 – 18
WED 15 THU 16 FRI 17 SAT 18

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
MAY

7pm

8pm

9pm

37
 Real building = fast duplication. It’s not how many recruits or sales you have.
It’s how many builders you duplicate and how fast you duplicate them. - Coach

Monitoring SUN 19 MON 20 TUE 21

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
MAY

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

38
 MAY 19 – 25
WED 22 THU 23 FRI 24 SAT 25

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
MAY

7pm

8pm

9pm

39
 Early in my career, I learned to pay myself first, so I could focus on
helping others understand how money works. – Liz Zetazate

Monitoring SUN 26 MON 27 TUE 28

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
MAY

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

40
 MAY 26 – JUNE 1
WED 29 THU 30 FRI 31 SAT 1

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
MAY

7pm

8pm

9pm

41
 Team Bubble Chart
JUN

42
 JUNE Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

May
27
SUNDAY

28
MONDAY

29
TUESDAY WEDNESDAY THURSDAY

1 2 3
FRIDAY

4
SATURDAY
1
5 6 7 8 9 10 11

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30 31 1

2 3 4 Eid Al-Fitr 5 6 7 8

9 10 11 12 13 14 15

16 Father’s Day 17 18 19 20 21 22

23 24 25 26 27 28 29

July
30 31
SUNDAY

1
MONDAY

2
TUESDAY WEDNESDAY THURSDAY

3 4 5
FRIDAY SATURDAY

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31 1 2 3

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________ ________________________________________________
5-5:_____________________________ ________________________________________________
10-10:____________________________ ________________________________________________
MD/SMD:________________________ ________________________________________________
JUN

WSB Green Jacket:__________________ ________________________________________________

CEO:____________ EVC:____________ ________________________________________________

43
 Daily Activities
NUMBER OF SYF SURVEY EASY CLIENT
CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
JUN

Total Results

44
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

45
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

JUN
 Hot List of the Month
Priority / Daily List

NAME SPOUSE PHONE NOTES

Ideas | Plans | Victories

JUN

46
 SYF Share List
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
JUN

30
31

47
 Logbook for the Base
SOLUTION TARGET SUBTOTAL
DATE CLIENT/RECRUIT TRAINER/TRAINEE AMOUNT POINTS
TYPE POINTS REC
JUN

48
 Goals for the Month
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

JUN

49
 The reason I stayed with WSB for 21 years is because I love the CAUSE of our
Financial Literacy Campaign and I love our WSB family! – Diane Chau

Monitoring SUN 2 MON 3 TUE 4

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
JUN

___________________________ 9pm

50
 jUNE 2 – 8
WED 5 THU 6 FRI 7 SAT 8

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
JUN

9pm

51
 Success is not the key to happiness. Happiness is the key to success. If you love
what you are doing, you will be successful. – Albert Schweitzer

Monitoring SUN 9 MON 10 TUE 11

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
JUN

___________________________ 9pm

52
 jUNE 9 – 1 5
WED 12 THU 13 FRI 14 SAT 15

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
JUN

9pm

53
 The more we do it, the more passionate we are for the mission.
– Lisa Oktavia

Monitoring SUN 16 MON 17 TUE 18

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
JUN

___________________________ 9pm

54
 jUNE 16 – 22
WED 19 THU 20 FRI 21 SAT 22

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
JUN

9pm

55
 You can be a Green Jacket in 90 days or a CEO in 6 months.
Everything is doable when you do it daily!– Coach

Monitoring SUN 23 MON 24 TUE 25

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
JUN

___________________________ 9pm

56
 jUNE 23 – 29
WED 26 THU 27 FRI 28 SAT 29

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
JUN

9pm

57
 Team Bubble Chart
JUL

58
 JULY

JUL
Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

SUNDAY MONDAY TUESDAY
June
WEDNESDAY THURSDAY FRIDAY SATURDAY
1 Canada Day 2 3 4 Independence Day 5 6
26 27 28 29 30 31 1

2 3 4 5 6 7 8

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29

30 1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 G19 WSB Convention 26 27

25 - 28

28 29 30 31 SUNDAY MONDAY
August
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

28 29 30 31 1 2 3

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________ ________________________________________________
5-5:_____________________________ ________________________________________________
10-10:____________________________ ________________________________________________
MD/SMD:________________________ ________________________________________________
WSB Green Jacket:__________________ ________________________________________________
CEO:____________ EVC:____________ ________________________________________________

59
 Daily Activities
JUL

NUMBER OF SYF SURVEY EASY CLIENT

CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Total Results

60
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

61
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

JUL
 Hot List of the Month
JUL

Priority / Daily List

NAME SPOUSE PHONE NOTES

Ideas | Plans | Victories

62
 SYF Share List

JUL
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

63
 Logbook for the Base
JUL

SOLUTION TARGET SUBTOTAL

DATE CLIENT/RECRUIT TRAINER/TRAINEE TYPE AMOUNT POINTS POINTS REC

64
 Goals for the Month

JUL
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

65
 The best opportunity you can give to someone is to give them a chance to change
JUL

their life, and that's where magic happens at big events!– Vikki Taysavang

Monitoring SUN 30 MON 1 TUE 2

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

66
 jUNE 30 – july 6

JUL
WED 3 THU 4 FRI 5 SAT 6

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

67
 You build from event to event!
JUL

Mobilize big numbers of people = BIG BASESHOP!– Jonathan Mehrian

Monitoring SUN 7 MON 8 TUE 9

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

68
 JULY 7 – 13

JUL
WED 10 THU 11 FRI 12 SAT 13

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

69
 If you choose to build a team, be big, become CEO, give back to the community,
and win, then register one more!– Alicia Nguyen
JUL

Monitoring SUN 14 MON 15 TUE 16

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

70
 JULY 14 – 20

JUL
WED 17 THU 18 FRI 19 SAT 20

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

71
 WSB is not measured by the number of meetings we attend, but by the number
of moments that take our meeting away. – Kevin Huynh
JUL

Monitoring SUN 21 MON 22 TUE 23

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

72
 JULY 21 – 27

JUL
WED 24 THU 25 FRI 26 SAT 27

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

73
 The reason you find something to believe in is because you know it’s going to happen! You don’t know
how, but you know it will! That is why you put your life to fight for it! That is faith! – Coach
JUL

Monitoring SUN 28 MON 29 TUE 30

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

74
 JULY 28 – AUGUST 3

JUL
WED 31 THU 1 FRI 2 SAT 3

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

75
 Team Bubble Chart
AUG

76
 AUGUST Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

SUNDAY MONDAY TUESDAY
July
WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
September
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
1 2 3
31 1 2 3 4 5 6 1 2 3 4 5 6 7

7 8 9 10 11 12 13 8 9 10 11 12 13 14

14 15 16 17 18 19 20 15 16 17 18 19 20 21

21 22 23 24 25 26 27 22 23 24 25 26 27 28

28 29 30 31 1 2 3 29 30 1 2 3 4 5

AUG
4 5 6 7 8 9 10 Eid Al-Adha

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________ ________________________________________________
5-5:_____________________________ ________________________________________________
10-10:____________________________ ________________________________________________
MD/SMD:________________________ ________________________________________________
WSB Green Jacket:__________________ ________________________________________________
CEO:____________ EVC:____________ ________________________________________________

77
 Daily Activities
NUMBER OF SYF SURVEY EASY CLIENT
CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
AUG

4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Total Results

78
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

79
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

AUG
 Hot List of the Month
Priority / Daily List

NAME SPOUSE PHONE NOTES

AUG

Ideas | Plans | Victories

80
 SYF Share List
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

AUG
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

81
 Logbook for the Base
SOLUTION TARGET SUBTOTAL
DATE CLIENT/RECRUIT TRAINER/TRAINEE TYPE AMOUNT POINTS POINTS REC
AUG

82
 Goals for the Month
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

AUG

83
 "Do it first” is not the best quality of a leader. It is the only one.
– John Woo

Monitoring SUN 4 MON 5 TUE 6

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________
AUG

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

84
 august 4 – 10
WED 7 THU 8 FRI 9 SAT 10

8am

9am

AUG
10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

85
 Yes, you can build 100k, 200k, 500k baseshop. You can build
a 1 million baseshop! Why not? – Coach

Monitoring SUN 11 MON 12 TUE 13

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________
AUG

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

86
 august 11 – 17
WED 14 THU 15 FRI 16 SAT 17

8am

9am

AUG
10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

87
 It doesn’t matter where we start but how we finish!
– Marithes Peters

Monitoring SUN 18 MON 19 TUE 20

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________
AUG

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

88
 august 18 – 24
WED 21 THU 22 FRI 23 SAT 24

8am

9am

AUG
10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

89
 WSB is not all about making money but about building people and
changing their lives. – Kim Hien Nguyen

Monitoring SUN 25 MON 26 TUE 27

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________
AUG

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

90
 august 25 – 31
WED 28 THU 29 FRI 30 SAT 31

8am

9am

AUG
10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

91
 Team Bubble Chart
SEP

92
 SEPTEMBER Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

1 2 Labor Day 3 4 5 6 7 WSB Super Trip
GREECE – ELITE TRIP
(Group 1) 7 – 10

8 9 10 WSB Super Trip 11 12 13 14

ISRAEL – MAIN TRIP
(Group 1) 10 – 16

15 16 WSB Super Trip 17 18 19 20 21

ISRAEL – MAIN TRIP
(Group 2) 16 – 22

SEP
22 WSB Super Trip 23 24 25 26 27 28
GREECE – ELITE TRIP
(Group 2) 22 – 25

29 Rosh Hashanah 30 SUNDAY MONDAY

August
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
October
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

28 29 30 31 1 2 3 29 30 1 2 3 4 5

4 5 6 7 8 9 10 6 7 8 9 10 11 12

11 12 13 14 15 16 17 13 14 15 16 17 18 19

18 19 20 21 22 23 24 20 21 22 23 24 25 26

25 26 27 28 29 30 31 27 28 29 30 31 1 2

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________ ________________________________________________
5-5:_____________________________ ________________________________________________
10-10:____________________________ ________________________________________________
MD/SMD:________________________ ________________________________________________
WSB Green Jacket:__________________ ________________________________________________
CEO:____________ EVC:____________ ________________________________________________

93
 Daily Activities
NUMBER OF SYF SURVEY EASY CLIENT
CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
4
5
6
7
8
9
10
SEP

11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Total Results

94
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

95
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30
SEP
 Hot List of the Month
Priority / Daily List

NAME SPOUSE PHONE NOTES

SEP

Ideas | Plans | Victories

96
 SYF Share List
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

1
2
3
4
5
6
7

SEP
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

97
 Logbook for the Base
SOLUTION TARGET SUBTOTAL
DATE CLIENT/RECRUIT TRAINER/TRAINEE TYPE AMOUNT POINTS POINTS REC
SEP

98
 Goals for the Month
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

SEP

99
 I love that our community celebrates people from all walks of life and believes in everyone
no matter what they are going thru! WSB fights for those who believe! – Kimmy Le

Monitoring SUN 1 MON 2 TUE 3

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
SEP

9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

100
 SEPTEMBER 1 – 7
WED 4 THU 5 FRI 6 SAT 7

8am

9am

10am

11am

NOON

SEP
1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

101
 Consistency in our campaign is the key.
– Pamela Nguyen

Monitoring SUN 8 MON 9 TUE 10

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
SEP

9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

102
 SEPTEMBER 8 – 14
WED 11 THU 12 FRI 13 SAT 14

8am

9am

10am

11am

NOON

SEP
1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

103
 Travel is getting out of your comfort zone, your passive routine. You must be where you want to be so that you
can become whom you want to be! Travel to live, learn, dream, and have a new vision. – Coach

Monitoring SUN 15 MON 16 TUE 17

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
SEP

9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

104
 SEPTEMBER 15 – 21
WED 18 THU 19 FRI 20 SAT 21

8am

9am

10am

11am

NOON

SEP
1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

105
 If we combine fun, dreams and purpose, then we can create significance in our life.
That’s what we do here at WSB! – Leah Peralta

Monitoring SUN 22 MON 23 TUE 24

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
SEP

9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

106
 SEPTEMBER 22 – 28
WED 25 THU 26 FRI 27 SAT 28

8am

9am

10am

11am

NOON

SEP
1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm

9pm

107
 Team Bubble Chart
OCT

108
 OCTOBER Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

SUNDAY MONDAY
September
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
1 2 3 4 5
1 2 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 1 2 3 4 5

6 7 8 9 Yom Kippur 10 11 12

13 14 Thanksgiving 15 16 17 18 19
(Canada)

20 21 22 23 24 25 26

27 Diwali 28 29 30 31 Halloween
SUNDAY MONDAY
November
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

OCT
27 28 29 30 31 1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________ ________________________________________________
5-5:_____________________________ ________________________________________________
10-10:____________________________ ________________________________________________
MD/SMD:________________________ ________________________________________________
WSB Green Jacket:__________________ ________________________________________________
CEO:____________ EVC:____________ ________________________________________________

109
 Daily Activities
NUMBER OF SYF SURVEY EASY CLIENT
CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
OCT

18
19
20
21
22
23
24
25
26
27
28
29
30
31

Total Results

110
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

111
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

OCT
 Hot List of the Month
Priority / Daily List

NAME SPOUSE PHONE NOTES

OCT

Ideas | Plans | Victories

112
 SYF Share List
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

1
2
3
4
5
6
7
8
9
10
11
12
13
14

OCT
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

113
 Logbook for the Base
SOLUTION TARGET SUBTOTAL
DATE CLIENT/RECRUIT TRAINER/TRAINEE TYPE AMOUNT POINTS POINTS REC
OCT

114
 Goals for the Month
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

OCT

115
 The power of education and having control over your finances is empowering and addicting!
The more I learn, the more I want to apply and then share with my friends and community. – Mary Le

Monitoring SUN 29 MON 30 TUE 1

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________
OCT

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

116
 septembeR 29 – october 5
WED 2 THU 3 FRI 4 SAT 5

8am

9am

10am

11am

NOON

1pm

2pm

OCT
3pm

4pm

5pm

6pm

7pm

8pm

9pm

117
 What a wonderful feeling it is the moment your team member rises up
and becomes independent!– Yvonne Ochoa Tran
Monitoring SUN 6 MON 7 TUE 8
PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________
OCT

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

118
 octoBER 6 – 12
WED 9 THU 10 FRI 11 SAT 12

8am

9am

10am

11am

NOON

1pm

2pm

OCT
3pm

4pm

5pm

6pm

7pm

8pm

9pm

119
 Today I will: Let go of what I can’t control. Pray more than I worry.
Be a blessing. Let my words heal, not wound. Encourage someone.

Monitoring SUN 13 MON 14 TUE 15

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________
OCT

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

120
 octoBER 13 – 19
WED 16 THU 17 FRI 18 SAT 19

8am

9am

10am

11am

NOON

1pm

2pm

OCT
3pm

4pm

5pm

6pm

7pm

8pm

9pm

121
 You can only find what you are looking for as long as you know. Know specifically!
- Arlex Flores

Monitoring SUN 20 MON 21 TUE 22

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________
OCT

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

122
 octoBER 20 – 26
WED 23 THU 24 FRI 25 SAT 26

8am

9am

10am

11am

NOON

1pm

2pm

OCT
3pm

4pm

5pm

6pm

7pm

8pm

9pm

123
 Becoming successful is about a DAILY HABIT. 9AM Club every day.
Get up, dress up, and work! - Alicia Nguyen

Monitoring SUN 27 MON 28 TUE 29

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
NOV

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

124
 octoBER 27 – november 2
WED 30 THU 31 FRI 1 SAT 2

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
NOV

7pm

8pm

9pm

125
 Team Bubble Chart
NOV

126
 NOVEMBER Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

SUNDAY MONDAY
October
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
December
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
1 2
29 30 1 2 3 4 5 1 2 3 4 5 6 7

6 7 8 9 10 11 12 8 9 10 11 12 13 14

13 14 15 16 17 18 19 15 16 17 18 19 20 21

20 21 22 23 24 25 26 22 23 24 25 26 27 28

27 28 29 30 31 1 2 29 30 31 1 2 3 4

3 Daylight Savings 4 5 Election Day 6 7 8 9

Time

10 11 Veterans Day 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 Thanksgiving 29 30

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______ NOV
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________ ________________________________________________
5-5:_____________________________ ________________________________________________
10-10:____________________________ ________________________________________________
MD/SMD:________________________ ________________________________________________
WSB Green Jacket:__________________ ________________________________________________
CEO:____________ EVC:____________ ________________________________________________

127
 Daily Activities
NUMBER OF SYF SURVEY EASY CLIENT
CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
NOV

25
26
27
28
29
30
31

Total Results

128
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

129
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

NOV
 Hot List of the Month
Priority / Daily List

NAME SPOUSE PHONE NOTES

Ideas | Plans | Victories

NOV

130
 SYF Share List
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
NOV
23
24
25
26
27
28
29
30
31

131
 Logbook for the Base
SOLUTION TARGET SUBTOTAL
DATE CLIENT/RECRUIT TRAINER/TRAINEE TYPE AMOUNT POINTS POINTS REC
NOV

132
 Goals for the Month
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

NOV

133
 Winners don’t make excuses.
- Tiffany Ke

Monitoring SUN 3 MON 4 TUE 5

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
NOV

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

134
 novembeR 3 – 9
WED 6 THU 7 FRI 8 SAT 9

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
NOV

7pm

8pm

9pm

135
 You must believe in yourself 1,000% first, so that someone will believe in you 100%.
- Coach

Monitoring SUN 10 MON 11 TUE 12

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
NOV

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

136
 novembeR 10 – 16
WED 13 THU 14 FRI 15 SAT 16

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
NOV

7pm

8pm

9pm

137
 We were able to show how fast, easy and doable our business is when
we simply share our Mission. - Ma-Ann Zuniga

Monitoring SUN 17 MON 18 TUE 19

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
NOV

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

138
 novembeR 17 – 23
WED 20 THU 21 FRI 22 SAT 23

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
NOV

7pm

8pm

9pm

139
 When you stop and look around, this life is pretty amazing.
- Dr. Seuss

Monitoring SUN 24 MON 25 TUE 26

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________
NOV

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________

___________________________ 9pm

140
 novembeR 24 – 30
WED 27 THU 28 FRI 29 SAT 30

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm
NOV

7pm

8pm

9pm

141
 Team Bubble Chart
DEC

142
 DECEMBER Focus of the Month: ________________________________

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 Hanukkah 24 25 Christmas 26 Kwanzaa 27 28

29 30 31 New Year's Eve

SUNDAY
November 2019
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY
January 2020
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

27 28 29 30 31 1 2 29 30 31 1 2 3 4

3 4 5 6 7 8 9 5 6 7 8 9 10 11

10 11 12 13 14 15 16 12 13 14 15 16 17 18

17 18 19 20 21 22 23 19 20 21 22 23 24 25

24 25 26 27 28 29 30 26 27 28 29 30 31 1

Personal goals Events / Convention Goals

Home BPMs:______________________ Event:______________________ Guests:______ Team:______
Recruits:_________________________ Event:______________________ Guests:______ Team:______
Sales:___________________________ Event:______________________ Guests:______ Team:______
Cash Flow:________________________ Event:______________________ Guests:______ Team:______

Building Goals Other Goals

3-3:_____________________________
5-5:_____________________________
10-10:____________________________
MD/SMD:________________________
________________________________________________
________________________________________________
________________________________________________
________________________________________________
DEC

WSB Green Jacket:__________________ ________________________________________________

CEO:____________ EVC:____________ ________________________________________________

143
 Daily Activities
NUMBER OF SYF SURVEY EASY CLIENT
CALLS DB/SB SHARE DATE CARD START REC SALE REVIEW
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
DEC

Total Results

144
 Baseshop/New Members
NAME DATE JOINED GOAL OWN PRE-LICENSING EXAM DATE INTERVIEW SHARE LIST RECRUITS ACCOUNTS 3-3-30 PASS LICENSE BPM BMP CONVENTION
1

10

11

12

13

145
14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

DEC
 Hot List of the Month
Priority / Daily List

NAME SPOUSE PHONE NOTES

Ideas | Plans | Victories

DEC

146
 SYF Share List
Share with new people daily

DROP FOLLOW
NAME PHONE NUMBER OFF UP RESULTS
DATE DATE

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
DEC

29
30
31

147
 Logbook for the Base
SOLUTION TARGET SUBTOTAL
DATE CLIENT/RECRUIT TRAINER/TRAINEE TYPE AMOUNT POINTS POINTS REC
DEC

148
 Goals for the Month
GOAL ACTUAL
TEAM
PERSONAL BASE WEEK 1 WEEK 2 WEEK 3 WEEK 4
MEMBER Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale Recruit Sale

DEC

149
 Belief, Faith, Confidence and Action will make your dreams into reality!
– Linh Dao

Monitoring SUN 1 MON 2 TUE 3

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
DEC

___________________________ 9pm

150
 DECEMBER 1 – 7
WED 4 THU 5 FRI 6 SAT 7

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
DEC

9pm

151
 You can quit on us, but we'll never quit on you!
– Linh Tonnu

Monitoring SUN 8 MON 9 TUE 10

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
DEC

___________________________ 9pm

152
 DECEMBER 8 – 14
WED 11 THU 12 FRI 13 SAT 14

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
DEC

9pm

153
 Think not about how you will run now, but how you will run with who you
have and who you will have. – Alicia Nguyen

Monitoring SUN 15 MON 16 TUE 17

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
DEC

___________________________ 9pm

154
 DECEMBER 15 – 21
WED 18 THU 19 FRI 20 SAT 21

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
DEC

9pm

155
 The greatest gift you can give to your people is to give them your total belief
that they will be successful. - Coach

Monitoring SUN 22 MON 23 TUE 24

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
DEC

___________________________ 9pm

156
 DECEMBER 22 – 28
WED 25 THU 26 FRI 27 SAT 28

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
DEC

9pm

157
 In the end, we only regret the chances we didn't take.
– Lewis Carroll

Monitoring SUN 29 MON 30 TUE 31

PEOPLE TO THE MEETING
8am
1st BPM (Team)_____________

1st BPM (Guests)_____________

9am
2nd BPM (Team)_____________

2nd BPM (Guests)____________

Webinar_________________ 10am

9am Club (___ /___) ________

9am Club (___ /___) ________

11am
9am Club (___ /___) ________

9am Club (___ /___) ________

NOON
9am Club (___ /___) ________

Notes 1pm

___________________________
2pm
___________________________

___________________________

___________________________ 3pm

___________________________

___________________________ 4pm

___________________________

___________________________
5pm
___________________________

___________________________
6pm
___________________________

___________________________
7pm
___________________________

___________________________

___________________________ 8pm

___________________________
DEC

___________________________ 9pm

158
 DECEMBER 29 – January 4
WED 1 THU 2 FRI 3 SAT 4

8am

9am

10am

11am

NOON

1pm

2pm

3pm

4pm

5pm

6pm

7pm

8pm
DEC

9pm

159
 Financial Checkup

YOUNGER OLDER

WFG’S MISSION
To Help Families Pursue Financial Independence

160
 PERSONAL STATISTICS
Last Name___________________________ First_______________________________ DOB______________
Cell_____________ Work____________ Spouse Name_________________________ DOB______________
Address_________________________________ City______________________ State______ Zip________
Employer (C)____________________________ Yrs._______ Annual Gross Income $______________________
Employer (S)____________________________ Yrs._______ Annual Gross Income $______________________
Other Income Sources________________________________________________________________________
Children/Age 1.___________ /____ 2.___________ /____ 3.___________ /____ 4.___________ /____
At what age do you plan to retire?_________
In today’s dollars, how much income on a monthly basis would you need during retirement?_________
And for how many years?_________

CHECK UP
What do you intend to do with these assets? _______________________________________________________

TAXABLE TAX DEFERRED TAX ADVANTAGED

Taxable Assets in which income and/
or dividends are taxed in the year they
are received, even if it is reinvested.
Any gains are taxed when the asset
is sold. May be positioned for short-,
medium- to long-term needs.
Tax Deferred Assets in which any Tax Advantaged assets are
income or gains are not taxed until positioned for the future since they
withdrawn. May be positioned for receive preferential tax treatment
long-term needs, such as retirement. during accumulation and at distribution.

TOTAL CF Ret Pass TOTAL CF Ret Pass TOTAL CF Ret Pass

Savings $______ mmm IRAs $______ mmm Roth IRAs $______ mmm
Checking $______ mmm 401(k), 403(b)s $______ mmm 529 Plan $______ mmm
and other pension plan assets College Savings Programs
CDs $______ mmm
Variable Annuities $______ Single Premium $______ m mm
Mutual funds $______ mmm mmm
Variable Life Insurance Cash Value
Stocks $______ mmm Fixed Annuities $______ mmm Single Premium $______ mmm
$______ Whole Life Insurance Cash Value
Bonds mmm Savings Bonds $______ mmm
Treasuries $______ mmm Annual Pay VUL $______ mmm
Other $______ mmm Variable Universal Life Cash Value
Other $______ mmm
TOTAL $_____ Annual Pay $______ mmm
TOTAL $_____ Whole Life Insurance and/or
Universal Insurance Cash Value
CF = College Funding
Ret = Retirement TOTAL $_____
Pass = Pass on to Heirs

World Financial Group, Inc., Transamerica Financial Advisors, Inc. and their associates and representatives do not provide tax or legal advice. This material and the concepts
presented here are for informational purposes only and should not be construed as tax or legal advice. Any tax and/or legal advice you may require or rely on regarding this material
should be based on your particular circumstances and should be obtained from an independent professional advisor.
For U.S. Use Only. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.

161
DEBTS TOTAL MONTHLY NOTES
_________________________________________
Student Loans $______________ $______________
_________________________________________
Car Loans $_______________ $______________
_________________________________________
Credit Cards $_______________ $_______________
_________________________________________

INCOME _________________________________________

If you or your spouse could not work again, how much income would ________________________________________

you need to sustain your current lifestyle? $______________/month _________________________________________

_________________________________________
MORTGAGE ________________________________________
What do you think your house is worth? $_________________ ________________________________________
What is your current balance on your home mortgage? _________________________________________
1. $_________________ 2. $_________________ _________________________________________

Monthly payment: $_________________ _________________________________________

Type of Loan: _______ Fixed _______ Adjustable _________________________________________

Number of Years:______________ _________________________________________

Interest Rate:__________________% _________________________________________

_________________________________________
EDUCATION _________________________________________
Would you like to provide for your children’s education? _________________________________________
______ALL or ______PART _________________________________________

Approximate Cost for Education: $_________________ ________________________________________

Amount Saved: $_________________

CURRENT LIFE INSURANCE

Client_______________________________________ Type:________________ Carrier:________________
Spouse______________________________________ Type:________________ Carrier:________________

Would you be kind enough to refer our services to 8-10 other people like yourself?

Date of our next meeting:_____________________ Time:________________ BPM:__________________

World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through
World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc.,
World Financial Group Insurance Agency of Wyoming, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. Securities and Investment Advisory
Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products
and services are not offered through TFA. WFG, WFGIA and TFA are affiliated companies. WFG and WFGIA Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone:
770.453.9300. TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 800.322.7161.
For U.S. Use Only

162
 Personal Financial Strategy
Date______________________________________
Client Name_________________________________
Spouse Name_______________________________
Address____________________________________
__________________________________________
Home Phone________________________________
Work______________________________________
Cell_______________________________________
Email______________________________________
DOB__________ Smoker______ Non-Smoker______
DOB__________ Smoker______ Non-Smoker______
Child Name_____________________ DOB_________
Child Name_____________________ DOB_________
Child Name_____________________ DOB_________
Child Name_____________________ DOB_________
Child Name_____________________ DOB_________
Child Name_____________________ DOB_________

GOALS
Retirement_____________ Home_____________ LTC______________ Retire Parents______________
Education______________ Vacation___________ Travel____________

MONTHLY INCOME
Combined Gross____________________ Combined Net_______________ Discretionary______________

MONTHLY EXPENSE
Mortgage/Rent______________________________ Car Insurance_______________________________
Car Payment__________________________________ Life/Health Ins_______________________________
Utilities_____________________________________ Other Loans_________________________________
Credit Cards__________________________________ Car Maintenance/Gas__________________________
Food/Clothing________________________________ Personal Expenses____________________________
Property Insurance_____________________________ Miscellaneous________________________________
Total Expense________________________________

ASSETS LIABILITIES
Market Value of Home__________________________ Mortgage___________________________________
Mutual Funds/Stock___________________________ 2nd Mortgage________________________________
Life Ins/Cash Value____________________________ Car Loan____________________________________
Savings Account______________________________ Credit Cards_________________________________
Checking Account______________________________ Personal Loans_______________________________
Retirement Plans______________________________ Other Loans_________________________________
Previous Year Tax Refund_______________________

OTHER MORTGAGE INFORMATION

Purchase Price___________________ Outstanding Loan Balances__________________ Loan Rate_________
Year Due_______________________ Fixed_______ Variable_______ Term_______ Estimated FICO________
Monthly Payment________________ Monthly Property Taxes_________ Monthly Hazard Insurance_________
How much could you comfortably afford to set aside in a lump sum each month to reach your goals?
____ $200 ____ $300 ____ $400 ____ Other: $ _________
CLIENT SPOUSE
Debt __________________________ __________________________
Income __________________________ __________________________
Mortgage __________________________ __________________________
Education __________________________ __________________________
INSURABLE NEED ________________ ________________
163
 Advancement Guidelines 1

ASSOCIATE EXECUTIVE MARKETING DIRECTOR

(Level 10)2 (EMD – Level 65)7,8,9
G 3 - 3 - 30 Rolling 6 Months
(Recruit 3 new associates and observe your field trainer
complete 3 non-securities sales calls in 30 days.) G 3 direct SMD legs 5,10

OR G 500,000 base thru 1st net points 11

G 20,000 net points in a rolling 3 months Rolling 12 Months

G 3 direct SMD legs 5,10

MARKETING DIRECTOR
G 750,000 base thru 1st net points 11

(MD – Level 17)2

Rolling 3 Months
G 3 Direct associates CEO MARKETING DIRECTOR
(CEO MD – Level 70)7,8,9
G 5 Life-licensed associates in downline
Rolling 6 Months
G 40,000 base shop net points
G 6 direct SMD legs 5,10

SENIOR MARKETING DIRECTOR G 1 million base thru 1st net points 11

(SMD – Level 20)3,4,5 Rolling 12 Months

Rolling 3 Months/Rolling 12 Months G 6 direct SMD legs 5,10

G 10 licensed associates in downline G 1.5 million base thru 1st net points 11

(6 must be life licensed)

G 3 direct legs (1 direct leg must be an MD – Level 17)
EXECUTIVE VICE CHAIRMAN
G Rolling 3 months: 75,000 base net points / 6
(EVC – Level 87)7,8,9
G $20,000 (Rolling 6 months) /
Rolling 6 Months
$35,000 (Rolling 12 months) cash flow 6

OR G 9 direct SMD legs 5,10

Rolling 6 months: 150,000 base net poins / 6 G 1.5 million base thru 1st net points 12

Rolling 12 months: 225,000 base net points 6 Rolling 12 Months

G $20,000 (Rolling 6 months) / G 9 direct SMD legs 5,10

$35,000 (Rolling 12 months) cash flow 6

G 2.25 million base thru 1st net points 12

*The alternative guidelines noted are only for production and cash flow. The associate must also meet the Associate/Legs, Licensed Associates,
and Field Training appointments, as applicable, noted above.
For more specific advancement criteria, including qualifications for advancement levels above EVC, please go to MyWFG.com.

164
 WSB SUPER TRIPS
TRAVEL THE WORLD
RE
SINGAPO ITALY

FRANCE
VIETNAM

CHINA

CAMBOD
IA

JAMAICA
SPAIN

SOUTH KOREA
HAWAII

JAPAN
THAILAND

Build with WSB

and reward your family
with an experience of a lifetime!
165
 World Map

166
 WSB Office Map

ASKA
NEWFOUNDND
AND BRADOR
MANITOBA
ALBERTA

BRITISH SASKATCHEWAN
COLUMBIA

ONTARIO

WASHINGTON QUEBEC

MAINE
NORTH DAKOTA
MONTANA

167
MINNESOTA VERMONT
OREGON
NEW
HAMPSHIRE
IDAHO SOUTH DAKOTA
WISCONSIN MASSACHUSETTS
NEW YORK
RHODE ISND
WYOMING CONNECTICUT
MICHIGAN
PACIFIC PENNSYLVANIA
OCEAN NEBRASKA IOWA
NEW JERSEY
NEVADA ILLINOIS DEWARE ATLANTIC
UTAH OHIO MARYND
WEST
INDIANA VIRGINIA
OCEAN
COLORADO
CALIFORNIA MISSOURI
VIRGINIA
KANSAS

KENTUCKY

ARIZONA NORTH
OKHOMA TENNESSEE CAROLINA
ARKANSAS
NEW MEXICO SOUTH
CAROLINA

MISSISSIPPI ABAMA GEORGIA

TEXAS
LOUISIANA
HAWAII

FLORIDA
WSB OFFICE

LICENSED ASSOCATE(S)
WSB
 2020 Annual Year Calendar
SUNDAY MONDAY
January
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
February
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
March
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

29 30 31 1 2 3 4 26 27 28 29 30 31 1 1 2 3 4 5 6 7

5 6 7 8 9 10 11 2 3 4 5 6 7 8 8 9 10 11 12 13 14

12 13 14 15 16 17 18 9 10 11 12 13 14 15 15 16 17 18 19 20 21

19 20 21 22 23 24 25 16 17 18 19 20 21 22 22 23 24 25 26 27 28

26 27 28 29 30 31 1 23 24 25 26 27 28 29 29 30 31 1 2 3 4

SUNDAY MONDAY
April
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY TUESDAY
May
WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY TUESDAY
June
WEDNESDAY THURSDAY FRIDAY SATURDAY

29 30 31 1 2 3 4 26 27 28 29 30 1 2 31 1 2 3 4 5 6

3 4 5 6 7 8 9
5 6 7 8 9 10 11 7 8 9 10 11 12 13

10 11 12 13 14 15 16
12 13 14 15 16 17 18 14 15 16 17 18 19 20

17 18 19 20 21 22 23

19 20 21 22 23 24 25 21 22 23 24 25 26 27
24 25 26 27 28 29 30

26 27 28 29 30 1 2 28 29 30 1 2 3 4
31 1 2 3 4 5 6

SUNDAY MONDAY TUESDAY

July
WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
August
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
September
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

28 29 30 1 2 3 4 26 27 28 29 30 31 1 30 31 1 2 3 4 5

5 6 7 8 9 10 11 2 3 4 5 6 7 8 6 7 8 9 10 11 12

12 13 14 15 16 17 18 9 10 11 12 13 14 15 13 14 15 16 17 18 19

19 20 21 22 23 24 25 23 24 25 26 27 28 29 20 21 22 23 24 25 26

26 27 28 29 30 31 1 30 31 1 2 3 4 5 27 28 29 30 1 2 3

SUNDAY MONDAY
October
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
November
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
December
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

27 28 29 30 1 2 3 1 2 3 4 5 6 7 29 30 1 2 3 4 5

4 5 6 7 8 9 10 8 9 10 11 12 13 14 6 7 8 9 10 11 12

11 12 13 14 15 16 17 15 16 17 18 19 20 21 13 14 15 16 17 18 19

18 19 20 21 22 23 24 22 23 24 25 26 27 28 20 21 22 23 24 25 26

25 26 27 28 29 30 31 29 30 1 2 3 4 5 27 28 29 30 31 1 2

168
 Notes
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__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

__________________________________________________________________________________________________

169
 Notes
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170
 Notes
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__________________________________________________________________________________________________

__________________________________________________________________________________________________

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__________________________________________________________________________________________________

171
The following footnotes pertain to information on pages 232.

1 WFG’s advancement guidelines are subject to change at any time.

Unless otherwise specified, advancement guidelines are for all WFG associates.

2 Advancement requires approval of the direct upline SMD.

3 Advancement to SMD requires the associate to be life licensed and the approval
of the direct SMD and CEO MD.

4 An exchange leg only occurs once upon an advancement to SMD, with exceptions
if the SMD is demoted.

5 To achieve and maintain an advancement to SMD, an associate must be life

licensed. Additionally, the associate must maintain an acceptable Tracked Block
of Business (60% minimum) for six (6) months following the advancement. If the
associate does not maintain an active life license, he/she will be demoted to an MD
(Level 17) and the exchange leg(s) will not be restored to the original Designed by Tammy Luong.
upline. If the SMD is demoted to an MD (Level 17) due to Tracked Block of Business,
the exchange leg(s) is returned to the original upline. Once an associate is demoted,
the associate must wait one year before he/she can re-qualify for the SMD level and,
All rights reserved.
at the time of re-qualification, the first upline SMD has the option to select an ISBN 978-1-936914-22-7
exchange leg.
Copyright © 2018 by X Press WSB, Inc.
6 An associate may use up to one-half of personal net points and up to one-half net
points from any one leg. Flanked points can be used for an advancement to SMD 2099 Gold Street, PO Box 2028, Alviso, CA 95002
as long as the flanking occurred when a downline is the same level as the upline MD
www.worldsystembuilder.com
(Level 17) - not including transfers. For more information on flanked points,
please go to MyWFG.com. World System Builders (WSB) is a financial services marketing company that is associated
with World Financial Group, Inc. World Financial Group, Inc. (WFG) is a financial services marketing
7 The associate must have an acceptable Net Point Ratio (NPR) to qualify for an
company whose affiliates offer a broad array of financial products and services.
advancement.
WSB Headquarters: 2099 Gold Street, Suite 100, Alviso, CA 95002. Phone: 408.941.1838.
8 Points/Legs earned through the Base Shop Standard of Excellence will not count WFG Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517.
toward advancements. Please see MyWFG.com for more information on the Phone: 770.453.9300. WorldFinancialGroup.com.
Base Shop Standards of Excellence.

9 To achieve and maintain an EMD level advancement, an associate must be life

licensed. To achieve and maintain a CEO MD, EVC or higher level advancement,
an associate must be life and securities licensed. Additionally, the associate must
maintain an acceptable Tracked Block of Business (60% minimum) for six (6) months
following the advancement. If a TBB of 60% or higher is not maintained, the EMD
will be demoted to SMD, the CEO MD will be demoted to EMD or the EVC will be
demoted to CEO MD, as applicable. Once you are demoted, you must wait one year
before you can re-qualify for that level.

10 An exception promotion to Senior Marketing Director (SMD - Level 20) will not
count as a leg toward an upline’s Executive Level advancement until the exception
SMD fulfills the published requirements to become a qualified SMD. All exception
promotions must be reviewed and approved by the WFG Home Office. If the
exception promotions is granted, the exception SMD will have six (6) months to
become a Qualified SMD - Level 20 by meeting all of the published requirements.
If the associate does not meet the qualified SMD guidelines within six (6) months,
their level will be changed to Marketing Director (MD - Level 17). In addition, if a
Builder’s Exchange was taken at the time of the exception SMD promotion, the
exchange leg(s) is returned to the original upline. A recent Transfer, Map or
Reinstatement cannot count as a qualified SMD leg for a period of 12 months. Once you
are demoted, you must wait one year before you can re-qualify for that level.
11 For EMD and CEO MD advancement levels, no more than one-half (½) Net points can
be from any other leg or the associate’s own base shop.
12 No more one-third (1/3) Net points can be from any other leg or the associate’s own
base shop.
World Financial Group, Inc. (WFG) is a financial services marketing company
whose affiliates offer a broad array of financial products and services.
Insurance products offered through World Financial Group Insurance Agency, Inc.,
World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance
Agency of Massachusetts, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance
Agency of Puerto Rico, Inc. – collectively WFGIA.
Securities and Investment Advisory Services offered through Transamerica Financial
Advisors, Inc. WFG, WFGIA and TFA are affiliated companies.
WFG and WFGIA Headquarters:
11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300
TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 800.322.7161
World Financial Group and World Financial Group logo are registered trademarks of
World Financial Group, Inc. Used with permission. WFG1950470-11/18
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