Sales Manual TX 2018

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STEP 4: System Disclosure The developers must submit their strategy for review. We verify the trading rules are real and work in current markets. Our ideal strategies are primarily mechanical and quantifiable. mentality. STEP 5: Trading Experience We prefer veteran traders or companies who have at least 10 years of actual trading experience in the markets. We also like them to have a Mentor’s STEP 6: Back Testing Strategy developers are required to submit a performance back-test of at least 5 years in order to determine how the strategy holds up over a variety of market conditions. It will tell us how the ratios hold up during that time. STEP 7: Live Brokerage Account & Statements We require each system developer to show us live brokerage account statements. We like to see real trades for at least one full year. Ideally, a developing team will provide us with 3 – 5 years of brokerage statements showing trades in a live market. STEP 8: Soft Strategy Start Once a system developer or team has passed the check points above, we conduct a “soft strategy start.” This is when we have affiliates who have a long history of working with us begin to trade these strategies. During this process we can identify any potential issues while in live markets. This seldom happens if the strategy has made it to this point of the process, but is necessary to determine the full viability. 2 24
Appointment Qualifying Guidelines Presentation Qualifying: 5 qualified presentations per business week minimum is your goal. Always keep your pipeline full. FFR Lead Qualification Intake Form (In Zoho) must be completed in full to achieve a successful Prospect. Strive to find out what the prospects profession and background is. 1) Contact Info: • Review contact info that the company has on file to ensure it is correct with the lead. • Make sure to ask for a second phone number if company does not have one on file. • Make sure to ask for their home address if the company does not have one on file. 2) Main qualifying points for prospects for successful presentations: • Interest- Find out what their interest level is with trading and making money. Get them excited for the next call! • Experience- What is their level of trading experience, are they looking to learn or make money! • Money- Do they have a minimum of $20,000 to trade, is this liquid. • Decision maker- Are they the main decision maker, if not, who else will be involved. • Make a decision- Can they make a decision within a week! • Set a time- Set a scheduled time for a presentation and agree on that time! Note: The point to finding a “qualified” lead is so that the next presentation call will be positive! Qualifying is key for success in this business. MAKE SURE YOU QUALIFY! 25
Page 1 and 2: 1 How to make $100,000 in your firs
Page 3 and 4: Table of Contents Employee and Comp
Page 5 and 6: FFR Trading - Texas Physical Addres
Page 7 and 8: INDEPENDENT CONTRACTOR AGREEMENT Th
Page 9 and 10: any of its affiliates enter into an
Page 11 and 12: EXEMPLARY DAMAGES ARISING OUT OF OR
Page 13 and 14: SECTION SIX - GENERAL PROVISIONS 6.
Page 15 and 16: Exhibit A Independent Contractor Co
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Page 19 and 20: Form 503 (Revised 09/13) Return in
Page 21 and 22: Resources Websites for Research ...
Page 23: 8-Step Certification Process Each a
Page 27 and 28: Zoho Training Training Session 1: -
Page 29 and 30: Sales Tools Intro Pitch ...........
Page 31 and 32: Q3: With all that being said, if yo
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Page 37 and 38: Client Info Steps for Subscriber to
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Page 41: Authorized Auto-Trade Brokers Progr

Sales Manual TX 2018

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