This all day train-a-thon was hosted by Richard Schaffer and Peter Celnicker. Top agents from United First Financial participated in the training to include Brooke Barnett, Juan Hernandez, Tom Keener and Gregg Stroud. Topics covered were Money Merge Account V4, UTracker and client presentation.
Archive for the ‘Money Merge Account’ Category
Money Merge Account V4, Money Merge Account Express
Friday, June 27th, 2008Today Mac Saunders, International Director of Sales of United First Financial presented the new Money Merge Account V4. The Money Merge Account V4 had the entire audience of 5000+ on their feet. The program is no longer mortgage centric and encompasses all debt. In addition there are multiple focus points a client can pick to track. No longer is it just a countdown till they are mortgage free. This is a huge just for United First Financial and will definitely set them apart from any potential competition.
The Money Merge Account System will still be for all homeowners or non-homeowners with more than $80k worth of debt or 10 creditors or more. The Money Merge Account Express is a new version of the Money Merge Account and is for non-homeowners with less than $80k worth of debt and less than 10 creditors. The Money Merge Account Express will retail at $1,795.
Both programs encompass a factorial payoff system to strategically pay off all debts and save the client the max amount of money. Clients using the Money Merge Account Express are required to use the optimizer package.
The optimizer package is a new automated system that pays bills, moves money and send alerts via e-mail and text message to clients. The optimizer package is $24.95 a month and is factored into the Money Merge Account Analysis.
Both version of the Money Merge Account can now be financed. For the Money Merge Account System a client will have to have $2,000 down and pay $99/mo for the next 24 months via auto draft or credit card. The $99/mo includes mandatory optimizer for the financing period. The Money Merge Account Express can be financed for $995 down and $99/mo for 12 months including the mandatory optimizer package.
This is absolutely incredible for all income earners. I look forward to what lies ahead with United First Financial.
Utracker V4 Analysis
Friday, June 27th, 2008Todd Skousen, VP of Marketing presented the Money Merge Account V4 analysis inside of Utracker. All agents will now run all analysis through the UTracker system. The analysis will now incorporate….
Multiple Properties
Multiple Mortgage per Property
End Dates for Liabilities
Cash back rewards for credit cards
Float days for credit cards
To finalize the Analysis presentation, creator and founder of UFirst, John Washenko told the crowd that the analysis will not be beat by a standard amortization schedule. It is a comprehensive tool and its job is to determine which version a client is qualified for.
Simulated Week 2 Marketing Training
Monday, June 23rd, 2008Today the team moved into building their first page of their money website and loading wordpress onto their hosting account to get their blogs started. Our Week 2 Coaching call went well with very few questions but lots of eager agents. To see our test agents site visit http://www.CombineAccounts.com. To track the progress of our test agents blogs visit Cheryl Grosso or Welath Officer. Our team will take the rest of this week off for the United First Financial International Convention and will resume next Monday morning for Week 3 and copy write. Our final goal is to own all top 10 positions in all search engines for the term Money Merge Account.
Keep an eye peeled at this blog in the next few days while we build the training portal to allow all of you to participate in the 12 week web marketing and branding course.
Jawbone 2 by Aliph
Sunday, June 22nd, 2008Having the right tools is essential for any business so this is the first review on the tools I use day-in and day-out to keep my business running. Roughly a year ago I was tipped off to the Jawbone bluetooth headset. The claim was that is used military technology to reduce outside noise. Well I spent 6 years in the Marine Corps doing communication so when I saw military technology I was sure you were going to have to tape it on your ear with duct tape. In lieu of that I decided to try the headset since I had tried almost every other major headset on the market.
In testing I drove in my truck with the windows down, called someone from a baseball game and even made a call while vacuuming my carpet. I was a believer. It completely canceled out the noise from the vacuum. It seems it can cancel out a constant noise easier than a burst of noise. I was not impressed with the comfort and fit of it on my ear. I tried all the ear pieces and matched them with the different sized ear loops but never got a good fit.
After almost a year my Jawbone broke on me. I needed an instant replacement so I drove to the AT&T store to find out the Jawbone 2 had been released that day. At a steep price of $149.00 with tax I purchased the only color they had available, black.
The Jawbone 2 is about half the width of the original Jawbone and a slight bit shorter in length. They have completely re engineered the ear loop and ear piece fit. The ear loop has a stiched leather covering and is only optional. After a few days of experimenting I choose to loose the ear loop all together and just use the friction of the ear piece. One other noteworthy advancement about the Jawbone 2 is that you can get an 80% charge from just 30 minutes worth of charging. For me this meant I only needed one headset because I could charge it over a lunch and have plenty of juice for the rest of the day.
My callers have not seen any significant increase in clarity but in a smaller, more comfortable form I recommend the Jawbone 2 to anyone who spends any amount of time on their cellular phone. As an active United First Financial Agent offering the Money Merge Account system I could not imagine not having a great noise canceling headset as part of my professional toolkit.
Live Updates from the International Convention
Saturday, June 21st, 2008For those unavailable to attend the 2nd annual International convention for United First Financial in Atlanta, GA I will be posting real time updates of the happenings of the event. I will also be taking small videos and posting them for your viewing pleasure. Visit back here often to find out about the release of The Money Merge Account V4 and any other exciting updates.
12 Week Quick Start Maketing & Branding Course
Thursday, June 19th, 2008Today a select few successful leaders in United First Financial will be pioneering a quick start internet marketing course for their teams. The course will detail how to brand ones business on the internet and begin receiving qualified leads. Through the 12 weeks of the course agents will learn how to setup their own website to be recognized by search engines, create blogs that get ranked, drive traffic using web 2.0 and brand themselves in all aspects of marketing. Plans are to release the course to all agent within 2 weeks after the UFirst International Convention at the end of June. The cost is free but the lessons will be priceless.
UFirst 2nd Annual International Convention
Wednesday, June 18th, 2008It is only 1 week away from the opening ceremony or golf and tennis tournament held at St. Ives Country Club in conjunction with the 2nd annual United First Financial International Convention. I will be participating in the golf tournament and look forward to see who I am paired with for the foursome. The golf tournament was invitation only for the Branch Managers in UFirst. I will keep everyone up to date on the winner and how I score. It has been well over a year since I have played a round of golf. For those of you who are playing the course has rental clubs available so you do not have to transport your personal clubs for just one round.
SLC, UT United First Financial Corporate Office
Monday, April 28th, 2008This is going to be a quick post. The day has run long and I have been in the United First Financial corporate office since 9am and so have all of the founders. It is currently 6:00pm and all founders are still present making sure all is ready for the big leadership event at Snowbird this weekend for the big reveal. Once again I am amazed at how much goes on behind the scenes that most agents never see to keep this well oiled machine running. UTracker, Money Merge Account V4 and new marketing materials are all in the works.
UTracker final push for Launch
Sunday, April 27th, 2008For all of you who have been following my calls and events know how hard we have all been working on creating UTracker. UTracker is a all in one contact management system, analysis capable, paperless technology platform United First Financial is going to use for all agents to process Money Merge Account client and Agent Applications. UTracker is going to be FREE to all Money Merge Account Certified Agents while Utracker Pro is going to have a minor monthly cost associated but will include additional options and a webinar service. UTracker will provide a great platform for our diverse agent base to use to track their prospects in their other endeavors. I will be flying to Salt Lake City, UT tonight to assist in the final upgrades to UTracker Pro from United First Financial Corporate. The official launch is scheduled to be released at the UFIRST Leadership Retreat at Snowbird this weekend.
UTracker Pro also includes:
A replicated Squeeze Page, Landing Page or Lead Capture Page
Keep an eye out for the signup form in the U1stfinancial backoffice.
