Building a Team
Building a strong team of like-minded individuals is the cornerstone of long-term success. When people with shared values and a unified vision come together, they create a powerful culture that fosters trust, collaboration, and innovation. A team’s culture reflects its commitment to excellence, mutual respect, and the relentless pursuit of common goals. By surrounding yourself with individuals who are equally driven and passionate, you not only strengthen your foundation but also cultivate an environment where everyone thrives. Remember, a great team doesn’t just achieve results—it inspires, uplifts, and builds a legacy together.
Cold & Warm Market Journey
Cold Market Journey
First Interview
- Verify work authorization, background, and state licensing eligibility.
- Set expectations on role, training cadence, and income model.
- Book the group interview if aligned.
Second Interview (Group)
- Present mission, values, day-to-day realities, and success path.
- Assess engagement (questions, notes, punctuality, follow-through).
- Shortlist in CRM for offer decision.
Agency Offer
- Send offer email with onboarding links and timelines.
- Create a 24-hour follow-up task and confirm receipt.
- Advance to Pre-License or Onboarding stage in CRM.
Warm Market Journey
Review Who We Are
- Share agenttraining.info/media.
- Ask for 1–2 takeaways to confirm understanding.
3-Way Interview
- Sponsor opens with credibility and expectations.
- Owner outlines opportunity, systems, and training timeline.
- Decide go/no-go and define the immediate next step.
Request Contract
- If licensed: Sponsor submits contract request to Admin.
- If not: begin licensing at agenttraining.info/getting-licensed.
- Add candidate to the CRM pipeline with the correct stage.
BUILDING A TEAM
Recruiting Tools
Whether you choose to handle it yourself by placing ads on platforms like Linkedin and Indeed, or decide to leverage AutoMentor, the automated monthly cold market recruiting funnel, building a strong team is a vital skill to master. With practice comes experience, and with experience comes success.
Sign up for their monthly program and simplify the recruiting process.
Sign up for their monthly program and simplify the recruiting process.
Discover Your Leadership Voice
The 5 Voices is a personality and communication system designed to help individuals and teams understand their unique leadership styles and improve collaboration.
Nurturer
Champions of relationships, harmony, and values. Nurturers are committed to protecting principles and ensuring relational health.
Creative
Innovative thinkers who challenge the status quo and envision a better future, often misunderstood due to their visionary ideas.
Guardian
Champions of responsibility and stewardship, valuing logic, order, and proven decision-making processes.
Connector
Experts at building relationships and strategic partnerships, rallying people around causes they believe in.
Pioneer
Focused on results and progress, always seeking the most efficient ways to achieve success.
The Art of Building an Agency
Building an agency requires a strategic approach and dedication. This video provides insights into effective methods for agency development, including:
- Creating a comprehensive list of potential contacts.
- Utilizing the Scale of Influence to prioritize outreach.
- Implementing proven scripts for engaging prospects.
- Conducting impactful follow-up communications.
For a detailed outline and additional resources, refer to the Art of Building an Agency Outline.
Important Alert for Builders
It's important to have running buddies to challenge and support you in this business. Don’t do this alone! Create a list of the 20 sharpest people that you know.
Do not reach out to them yet—we’ll talk about the what, why, and hows first!
Modern Guide to Inviting Prospects
Learn how to confidently invite prospects to view the online presentation with actionable steps and effective scripts.
Step 1: Act As If You’re Successful
Approach every call with confidence and urgency. People are more likely to respond to someone who is busy and confident.
Example Script:"Hey [Name], I’m glad I caught you. I’m running out the door, but I have something important to share. Do you have two minutes?"
Step 2: Explain Why You’re Calling
Create curiosity and reduce pressure by being upfront about your purpose.
Example Script:"I came across something that really caught my attention. I’m not sure if it’s for you, but I wanted to share it."
Step 3: Build Up Your Prospect
Sincerely compliment their skills or traits to show respect and build rapport.
Example Script:"You’re one of the sharpest people I know, and I thought of you immediately."
Edify the Online Presentation: Highlight Value
The presentation will provide all the details your prospect needs, saving time and creating clarity.
Example Script:"The 15-20 minute online presentation explains everything—who we are, what we do, and who we’re looking for. It’s a real business opportunity, not an MLM or pyramid scheme."
Interactive Recruiting Script
Select a prospect type below to view tailored scripts for confident communication.
Step 1: The First Interview
Conducting the first interview involves understanding the candidate's motivations and showcasing Symmetry's opportunities. Edify the process and help them see how they can achieve their goals with our support.
Step 2: The Second Interview
Gauge a candidate's interest by asking them to rate their enthusiasm on a scale from 1 to 10. This step helps identify their readiness and interest.
Step 3: Getting Contracted or Licensed
Choose whether to get contracted or licensed based on your needs. Follow the links below to access the relevant resources and take the next step in your Symmetry Financial Group journey.