The document summarizes Marvin LeBlanc's Saturday workshop on building marvelous teams. The workshop agenda includes discussing who the participants are, building successful teams, the benefits of tandems through a case study, and a lunch session where participants can decide what to discuss. The document also provides tips on building successful teams, keeping daily focus, and becoming referable.

1. BLUE JEAN SATURDAY WORKSHOP www.MarvinLeBlanc.com facebook.com/MarvinLeBlanc linkedin.com/in/MarvinLeBlanc twitter.com/MarvinLeBlanc

4. BUILDING MARVELOUS TEAMS www.MarvinLeBlanc.com facebook.com/MarvinLeBlanc linkedin.com/in/MarvinLeBlanc twitter.com/MarvinLeBlanc

7. KEEPING YOUR DAILY FOCUS © 2011 Marvelous Performance Systems www.MarvinLeBlanc.com

8. GIVERS AND TAKERS © 2011 Marvelous Performance Systems GIVERS TAKERS www.MarvinLeBlanc.com

9. WINNING TEAM R E S U L T S __________ __________ __________ __________ __________ __________ © 2011 Marvelous Performance Systems www.MarvinLeBlanc.com

10. BUILIDNG MARVELOUS SALES TEAM www.MarvinLeBlanc.com facebook.com/MarvinLeBlanc linkedin.com/in/MarvinLeBlanc twitter.com/MarvinLeBlanc

14. THE 8 CIRCLES TO FINANCIAL FREEDOM © 2011 www.MarvelousPerformanceSystems.com www.MarvinLeBlanc.com

15. www.MarvinLeBlanc.com

17. CASE STUDY © 2011 Marvelous Performance Systems www.MarvinLeBlanc.com

19. Fact Finding Questions © 2011 Marvelous Performance Systems Fact Finding Questions • Last time you updated your will? • On file? • Last time you signed your living will or “medical directive?” • On file? • If your last paycheck was your last paycheck, where would your family or loved ones be financially? • Do you have 401k plans with your current or previous employer? • Have you taken advantage of your Roth IRA opportunities? • Are your life insurance beneficiaries currently reflecting how you feel about those relationships? • Which companies do you currently hold your life insurance plans with? • On file? • Have you recently reviewed these policies with the agent? • Has this been reviewed recently? • On file? • Banks, c.d.’s, savings accts. whom with? • On file? • Real estate that you own that you do not live in? • On file? • Do you have executor/executrix in over death? • If so, name & contact info? • Name of CPA, accountant, attorney, doctor on file? • Are there any family members or individuals that we should not discuss your financial matters with unless accompanied by others you trust? www.MarvinLeBlanc.com

21. T-I-R-E-D © 2011 Marvelous Performance Systems The benefits a life insurance plan will provide: T _________________________________________ I _________________________________________ R _________________________________________ E _________________________________________ D _________________________________________ www.MarvinLeBlanc.com

22. BOX OF PROTECTION © 2011 Marvelous Performance Systems FIRE __________/__________ DISABILITY __________/__________ LIFE __________/__________ FLOOD __________/__________ www.MarvinLeBlanc.com

24. REFERRAL PROSPECTS © 2011 Marvelous Performance Systems www.MarvinLeBlanc.com

26. 60 SECOND INTRODUCTION: AUTO FLEETS © 2011 Marvelous Performance Systems GOOD AFTERNOON, I AM ____________________________ WITH __________________________. THE MARINES HAVE A MEMORY HOOK THAT SAYS “THE MARINES – LOOKING FOR A FEW GOOD MEN.” TODAY _____________ NEEDS YOUR HELP IN – LOOKING FOR A FEW AUTO FLEETS. SO IF YOU WOULD PULL OUT YOUR PEN AND PAPER, WE CAN GET STARTED. THINK OF A COMPANY THAT YOU KNOW INSURES MULTIPLE VEHICLES . WRITE THAT COMPANY NAME DOWN – EVEN IF YOU DO NOT HAVE A CONTACT THERE. WE ARE ONLY LOOKING FOR EACH OF YOU TO WRITE DOWN AND TURN IN ONE COMPANY NAME TO US. IF YOU KNOW SOMEONE IN THE ORGANIZATION THAT WE COULD MEET, THAT WOULD BE GREAT. www.MarvinLeBlanc.com

27. BUILDING MARVELOUS LEADERS www.MarvinLeBlanc.com facebook.com/MarvinLeBlanc linkedin.com/in/MarvinLeBlanc twitter.com/MarvinLeBlanc

28. SIGNIFICANT LEADER WHEEL © 2011 Marvelous Performance Systems www.MarvinLeBlanc.com

30. NEW ORGANIZATIONAL CHART © 2011 Marvelous Performance Systems DIRECTOR OF 1 ST IMPRESSIONS AGENT FINANCIAL SERVICE REP ACCOUNT MGR ACCOUNT MGR CSR CSR CSR CUSTOMER www.MarvinLeBlanc.com

31. DARTBOARD FOCUS © 2011 Marvelous Performance Systems www.MarvinLeBlanc.com

32. THE BEACH BALL © 2011 Marvelous Performance Systems HOW CAN I HELP? www.MarvinLeBlanc.com

33. REQUIREMENTS IN HIRING © 2011 Marvelous Performance Systems MARVIN LEBLANC WARREN BUFFET JEFFREY GITOMER HEART PERSONAL INTEGRITY HIGH ENERGY CHARACTER HIGH ENERGY HIGH INTELLIGENCE INITIATIVE INTELLIGENCE COMPUTER SKILLS QUICK TEACH TEAM ORIENTED SENSE OF HUMOR COMPETITIVE THIRST FOR LEARNING www.MarvinLeBlanc.com

34. RIGHT RESULTS © 2011 Marvelous Performance Systems Focusing on the RIGHT ACTIVITIES with the RIGHT ATTITUDE will get the RIGHT RESULTS. CSR CSR AGENT ACCOUNT MGR ACTIVITIES RESULTS ✔ REFERRALS ✔ P&C X-DATES ✔ HEALTH/LTC/DI APPS ✔ P&C APPS ✔ LIFE APPS ✔ 401 K’s www.MarvinLeBlanc.com 10 FF 10 DECISION APPOINTMENTS RAW NEW AUTO QUOTES CSR CSR AGENT ACCOUNT MGR

35. BATTLE BOARD © 2011 Marvelous Performance Systems www.MarvinLeBlanc.com

36. PREFERRED MARKETING VENDORS © 2011 Marvelous Performance Systems COPYTALK: mobile scribe service for professionals on the go www.copytalk.com/deanna Deanna Faris, 866-267-9825 ext. 419 [email_address] VALENCE CONSULTING LLC: a full-service branding, interactive media and marketing agency www.valencellc.com Jennifer Kelley, 504-913-5980 [email_address] VOICESHOT: offers web based voice broadcasting, virtual office phone system, virtual receptionist and enhanced toll free services as well as XML alert and notification services. www.voiceshot.com 800-962-0126 TODAY’S ADMIN: highly trained, US based virtual assistants www.todaysadmin.com Jennifer Rai, 203-461-8850 [email_address] SMART BONUS SYSTEMS: systems and strategies to grow your agency www.smartbonussystems.com and www.possibilityinfinity.com Wade Galt, 877-266-8763 [email_address] www.MarvinLeBlanc.com