Profit Party Worksheet MWR Financial’s to Financial …...2. In the Debt Free Lifestyle (DFL)...

ProfitPartyWorksheetMWRFinancial’s ___________ toFinancialFreedom

Page1

The_________IncomeKiller

The____________Massacre

The__________Curse

The_________Trap

• The$LosesValue• GasPrices• BusinessOwners

• YouLoseYour1st___/___• YourLargestExpense• Income,Property,Sales

• YouLoseYour2nd___/____• Your2nd LargestExpense• InterestWorksForever

• YouLoseYour3rd ___/____• YouCelebrateMonthly• SpendBillionsinMarketing

1 2 3 4

W2:Taxed@____%- 33%IWork,I’m________,ISpend

1099:Taxed@_______%- 23%BizWorks,Biz________,BizTaxed

Investor:Taxed<_____%$ Works,$Re-Invest,More$$

A) Minimize_____________B) MinimizeDebtC) MinimizeExpensesD) IncreaseCredit________

A) Momentum:$______- $450- $______

B) Leadership:$10- $______/Mship

C) LuxuryCarBonuses(200pts)$_______,$1250,$_______/Mth

D) PresidentialBonus$500to$_______K

E) DailyGuarantee$5- $_____/DayNote:3QFDs=$150(CoversMship)12QFDs=$______/Mth (3x3+3)

Summary:$150- $__________/Mth

A) __________Banking

B) __________Banking

C) Your______________

__________Mgmt __________ Income__________ IncomeA B C

Areyoua#3,#2,#1?#3=“I’mOut,”#2=Member$_____/Mth)or#1=QFD$_____/$119Mth

Your___ FinancialSolutionsa.k.a. “Income ___________”

Your___ FinancialChallenges

Your___ FinancialObjectives:

$_____Investment$______/Mth (___Pts)

The___ Company:Making_________________RealFinancial(MWR)TheService:TheFinancial_____________Membership(_____Pts)

CurrentLifestylePaidFor=____________&FutureLifestylePaidForBy=_________________

_________ _________ _________ _________

“Ifyou’renot__________,you’renotevenontheroadto______!”-BNB

_______Max

_______Max

_______Max

_______Max

FinancialEdgeMembership

_______Max

www.HowToShiftYourIncome.com

ProfitPartyWorksheetMWRFinancial’s Countdown toFinancialFreedom

Page1

TheSilentIncomeKiller

TheChainsawMassacre

TheFamilyCurse

TheMoneyTrap

• The$LosesValue• GasPrices• BusinessOwners

• YouLoseYour1st1/3• YourLargestExpense• Income,Property,Sales

• YouLoseYour2nd1/3• Your2nd LargestExpense• InterestWorksForever

• YouLoseYour3rd 1/3• YouCelebrateMonthly• SpendBillionsinMarketing

1 2 3 4

W2:Taxed@28%- 33%IWork,I’mTaxed,ISpend

1099:Taxed@18%- 23%BizWorks,BizSpends,BizTaxed

Investor:Taxed<15%$ Works,$Re-Invest,More$$

A) MinimizeTaxesB) MinimizeDebtC) MinimizeExpensesD) IncreaseCreditScores

A) Momentum:$150 - $450- $900

B) Leadership:$10- $75/Mship

C) LuxuryCarBonuses(200pts)$500,$1250,$3000/Mth

D) PresidentialBonus$500to$100K

E) DailyGuarantee$5- $1000/DayNote:3QFDs=$150(CoversMship)12QFDs=$600/Mth (3x3+3)

Summary:$150- $30,000/Mth

A) PrivateReserveBanking

B) Land Banking

C) Yourself

CashflowMgmt InvestmentIncomeBusinessIncomeA B C

Areyoua#3,#2,#1?#3=“I’mOut,”#2=Member$79/Mth)or#1=QFD$228/$119Mth

Your3 FinancialSolutionsa.k.a. “IncomeShifting”

Your4 FinancialChallenges

Your2 FinancialObjectives:

$228 Investment$119/Mth (3Pts)

The1 Company:MakingWealth RealFinancial(MWR)TheService:TheFinancialEdgeMembership(2Pts)

CurrentLifestylePaidFor=Labor&FutureLifestylePaidForBy=Investments

Inflation Taxes Debt BigBusiness

“Ifyou’renotinvesting,you’renotevenontheroadtowealth”-BNB

Money Max

CreditMax

EquityMax

WealthMax

FinancialEdgeMembership

WealthMax

www.HowToShiftYourIncome.com

v1.4

MWRFinancialQuickStartGuideAccount set-up and activation. This process may take 45 - 60

minutes.

LogintoyourMWR

FinancialAccount.Usethe

usernameandpassword

foundinyourWelcometo

MWRFinancialemail.

ExploreServices&BizCenter

www.mwrfinancial.com

1

CompleteeWalletactivation.

Usetheusername/password

inyoureWalletRegistration

email.

Followtheemailtoactivate

youraccountandbesureto

OrderaPrepaidCard.

2

Registerforanddownload

Taxbot.LogintoMWRand

chooseMyService.Inthe

MoneyMAXsection,choose

Taxbot-ExpenseTracker.

Createyouraccountandthen

downloadTaxbotfromyour

mobiledeviceappstore.

3

*Trackyourcreditscores.

LogintoMWRandchoose

MyService.InCreditMAX,

chooseMWRSmartCredit

Reports.ClickSignUpNow.

*Thisstepisoptionalifyou

havetrackingthruanother

financialinstitution.

4

Getting started with MY Financial Edge Services. CreditMAX, EquityMAX & MoneyMAX.

EquityMAXTM

1.LogintoyourMWRFinancialAccount

2.SelectMyServiceslinkintopright

3.ClickonEquityMAXMemberAccess

4.ClickGetStartedbutton

EquityMAXEnrollmentSteps

1.Gatheryourloaninfo(creditcards,

mortgage,carloans,studentloans,

lineofcredit,etc.).Getthefollowing:

• CreditorName

• CurrentBalance

• InterestRate

• MinimumPayment

• ActualPayment(ifyoupay

more)

• EscrowAmount(mortgage

only)

2.IntheDebtFreeLifestyle(DFL)

worksheet,entereachcreditor.

3.Aftereachcreditor,selectyesto

enteranotheruntilallaresubmitted.

4.Enteradditionalmargin,if

applicable.Marginisanyadditional

paymentyouwanttoenterover

minimumpayments.

5.Submittheworksheet.

MoneyMAXTM

1.LogintoyourMWRFinancialAccount

2.SelectMyServiceslinkintopright

3.ClickonMoneyMAXMemberAccess

4.ClickGetanInstantPayRaiselink

MoneyMAXEnrollmentSteps

1.PlayPre-recordedOverviewAudio.

2.Uploadyourmostrecenttaxreturn

andlast2paystubs(ifapplicable,do

thesameforspouse).

NOTE:Loadpast3yearstaxfor3-year

review.

3.ClickI’mFinishedbuttononceall

therelevantfilesareuploaded.

4.Allow2–3businessdaysforexpert

review.

5.DownloadandPrintcorrectedW-4.

6.Workwithyouremployer’sHRdept

toupdateyourW-4withholdings.

NOTE:Youcantakeadvantageofthe

AskanExpertbuttontochatdirectly

withCertifiedPublicAccountant(CPA)

&CertifiedFinancialPlanners(CFP).

CreditMAXTM

1.LogintoyourMWRFinancialAccount

2.SelectMyServiceslinkintopright

3.ClickonCreditMAXMemberAccess

4.ClickEnrollNow&followthe4steps

CreditMAXEnrollmentSteps

1.PlayPre-recordedConsultationAudio

2.Completeonlineenrollmentformand

agreetoserviceagreement.

3.Order&downloadaFREEcopyof

eachofyour3creditreportsfrom

www.annualcreditreport.com.

4.Takeapictureofyourlicenseor

proofofID(ifapplicable,dothesame

forspouse).GototheUploadsectionof

CreditMaxMemberAccesspageand

uploadeachofthecreditreportsand

proofofID.

AdditionalHelp.DownloadtheHowTo

InstructionsfromMWRFinancialfor

moredetailedinstructions.

“EDM’s Triple Double:” CC + WW + PP – EX = AD!

3. Triple Double Dates CC:___&____ WW:____&____ PP:___&____

2. Pique & Pass

4. Plug

5.

1.

“Have you ever heard of…”“Income Shifting”

“Private/Land Banking” “Extra Digit Movement/MWRF”

Use Phrases That Pique & Pay

Edify & Prequalifywww.HowToShiftYourIncome.com

24Hr Cashflow Call Replays 3-way Invites

Weekly Cashflow CallsWeekly Wealth Webinars

Weekly Profit Parties

Extra Digit Facebook Group“Start – Share – Stay”

www.HowToShiftYourIncome.comMWR Financial Biz Center

MWR Financial Services

GameChanger

1. Corp: www.MWRFinancial.com/Username (“My Services” & “Biz Center”)2. Financial Edge Membership: www.GetFinancialEdge.com/Username

3. Weekly Financial Edge Calls: Mon/Thurs 830pmE 319-527-25294. EDM Calls/Webinars: Tues/Wed 925pmE 563-999-2384 Pin543076#

5. Presentation: www.HowToShiftYourIncome.com

6. Training: www.HowToShiftYourIncome.com (“Start – Share – Stay”)

7. Events: www.GameChangerATL.com (Registration & Agenda)

Expert

TrustYou Prospect

*Winter – Money Motivated*Spring – Help Others*Summer – Having Fun

3WaysInvite & Close

1. Check the following: Profit Party Worksheets (1 & 2)2. Never prepare or serve food. Light refreshments only!

3. Never set up chairs. Leave your house “as-is!”4. Never allow moments of silence! *Play jazz at beginning & end*

5. Never interrupt the Presenter!

6. Never go longer than 45-50 minutes!7. Never allow negative conversations!

8. Never close your own guests! Intro a biz partner/expert via speakerphone 4. Training & Support and 5. Promote Events & Rank Up!

Cashflow Calls, Wealth Webinars & Profit Parties3.Present/Play

*Fall – Detail Oriented

2. Edify 4 Personality Types

Cashflow Calls + Wealth Webinars + Profit Parties – Excuses = AREA DIRECTOR!Execution +Exposure + Education – Explanations = ENROLLMENTS!

15

50

5

2.Phrases That Pique & PayTrillion $ IndustryBillion $ CompanyMillion $ OrganizationDaily PayResidual Income

Looking for Key LeadersLuxury Car BonusCredit RestorationHome Based Business“I don’t know” + Success Story

Projected SD (You)

Projected ED #1 Your Personal

Projected ED #2 Circle: Personal or Placed

Projected ED #3 Circle: Personal or Placed

Notes

Name

Name

Name

Name

Name

Name

Name

Name

Name

Name

The Roadmap to Senior Director

Prospects

QFD ED #1’s Personal

QFD

QFD

QFD ED #2’s Personal

QFD

QFD

QFD

QFD

Note: EDs 1, 2, 3 DO NOT represent the 1st 3 QFDs you sponsor. Your QFDs graduate to ED lines 1, 2, & 3 only after personally sponsoring one.

(Print this Roadmap 3x to hit AD)

www.TrainWithBNB.com(Click Shop - Order Fast Track to AD & Above Course)

QFD

QFD

QFD

QFD

QFD

Personally Sponsored QFDs

Name

Name

Circle: Personal or Placed

Circle: Personal or Placed

Circle: Personal or Placed

Circle: Personal or Placed

Circle: Personal or Placed

Circle: Personal or Placed

QFD ED #3’s Personal

60 DayExpiration

Who hits District Directoras a result?

(Only when monitoring someone else’s chart)

Who hits Area Directoras a result?

(Only when monitoring someone else’s chart)

Notes

“Everyone is useful, no one is necessary!” - BNB