Taproot Strategy Infographic

LAUNCHING YOUR BUSINESS

The Taproot Strategy: Building your foundation, team, and client base in your first 30 days.

The 30-Day "High-Activity" Mission

Your focus is on **volume and conversion** through field training. You must book 10 appointments to validate your skills and hit your pipeline targets.

Required Activity

10

Field Training Appointments

Booked from your Taproot List.

Sales Conversion

3

Witnessed Sales

Minimum accepted sales from the 10 appointments.

Recruiting Conversion

4

Recruit Candidates

Minimum accepted introductions from the 10 appointments.

The Activity Funnel

The higher requirement means you need higher volume. The **Rule of 100** ensures you hit the 10 required appointments and achieve the 7 total wins (3 Sales + 4 Recruits).

  • 100 Names: Your raw inventory (Taproot).
  • 30 Calls: Initial outreach required (33% conversion).
  • 10 Appointments: Booked Field Training Sessions.
  • 7 Wins: 3 Sales + 4 Recruits (Final Goal).

Activity Required for Success

The Summit Profit Cycle

This is the continuous loop of growth. High activity leads to momentum, which generates results, funding the next level of your business.

🔥

1. Massive Action

Daily calls, scheduling, list management.

🗣️

2. Massive Exposure

10 One-on-One Meetings Booked.

🚀

4. Confidence & Cash Flow

Fuel for the next cycle of action.

🏆

3. Results Achieved

3 Sales + 4 Recruits Secured.

The Field Training Triangle

Every training appointment involves three roles. The goal is to transfer the Trainer's **Credibility** to the Prospect, leveraging the Recruit's existing **Trust**.

FIELD TRAINER

Senior Broker / Mentor

RECRUIT / TRAINEE

The Connector

PROSPECT / CLIENT

The Network Source

KNOWLEDGE

TRUST

CREDIBILITY

Anatomy of Your Taproot

Don't just list your family. A healthy taproot draws from four distinct areas of your life.

Where to Dig

Target Composition of your 100-Name List

Inner Circle

Family, Best Friends

High trust. They will help you with your training immediately.

Professional

Colleagues, Bosses

Work ethic verification. Good for recruiting.

Social

Gym, Alumni, Hobbies

Shared interests. Broad network for referrals.

Service

Realtor, Banker, CPA

Financial connectors. Centers of Influence.

The 3 Circles of Influence

Not all contacts are equal. We segment them into three circles to apply the right strategy. The chart to the right compares the **Trust Level**, **Volume** (number of people), and **Speed** to appointment for each circle.

1

Circle 1: The Inner Circle

Strategy: Ask for a Favor.

"I need you to show up for me."

2

Circle 2: The Receptive

Strategy: Ask for Advice.

"Give me feedback on this opportunity."

3

Circle 3: The Outer Circle

Strategy: Long-term Drip.

The Training Meeting Structure: Our Mission

"Our firm provides professional guidance by helping people **protect their financial future** and **build wealth** through personalized financial clarity."

The 4 Pillars of a Financial Foundation

💰

1. Cash Flow

Short-term savings & Budgeting.

RECRUITING HAPPENS HERE
💳

2. Debt Mgmt

Eliminating liabilities & Mortgage.

RECRUITING HAPPENS HERE
📈

3. Wealth

Retirement planning & Investments.

RECRUITING HAPPENS HERE
🛡️

4. Protection

The Shield (Insurance) that protects the plan.

THE SALE HAPPENS HERE

Scripts for Action: Booking the Win

Use the script that best matches your relationship with the prospect to book the Field Training Appointment or the Recruiting Overview.

Mandate Script (10 Appts Focus)

Use for **Circle 1** contacts (Family, Best Friends).

"Hi [Name], I'm in my initial field training and I'm required to conduct **10 observed appointments** with my mentor to become fully licensed. Since you're one of the people I trust most, I need you to be one of those 10."

"Could you do me a huge favor and let us come by for 40 minutes? It's a critical part of my exam requirement. **I need you to show up for me.** Are you free early next week?"

The Advice Script (Recruiting)

Use for **Circle 2** contacts (Colleagues, Ambitious Friends).

"Hey [Name], I’m training for a new career, and part of my goal is to introduce **four sharp candidates** to management for a leadership role. You were one of the first people I thought of."

"**You don't have to be interested**, but could you please sit through a quick 20-minute overview with my manager and give me your honest feedback on the opportunity? Your opinion really matters to me."

The Value Script (Sales - Receptive)

Use for **Circle 2** contacts (Service Network, Acquaintances).

"Hi [Name], I just completed my training in providing holistic financial reviews. Since I’m new, I have access to a senior Field Trainer for a limited time to run appointments with my first clients at no cost."

"I wanted to offer you this free, professional review of your protection and accumulation goals. It's a 40-minute, zero-obligation check-up. Are mornings or afternoons better next week?"

Mastering Objections: The C.L.O.S.E.R. Framework

C.L.O.S.E.R. is our 6-step tool for professionally moving past resistance and turning concerns into commitment. Practice these scripts daily.

The 6 Steps to C.L.O.S.E.R.

  1. Clarify: Understand the real concern.
  2. Label: Identify the core problem or pain.
  3. Overview: Relate by sharing past struggles.
  4. Sell: Pitch the solution/vision ("the vacation").
  5. Explain: Eliminate remaining concerns.
  6. Reinforce: Solidify their positive decision.

1. "I'm looking for a steady income."

C | Clarify:
"That's totally understandable. Most people want predictability in their income."
L | Label:
"Living paycheck to paycheck or relying on a job that could disappear overnight creates a lot of anxiety."
O | Overview:
"Many felt the same way—trading time for money with no leverage."
S | Sell:
"We teach you to build multiple streams of income, like planting a tree that gives you fruit year after year."
E | Explain:
"You can build this gradually as your financial 'Plan B' while your 'Plan A' is still running."
R | Reinforce:
"Wouldn't it feel amazing to know your income doesn't rely on clocking in? That's true security."

3. "I don't have time to do this."

C | Clarify:
"Totally get it—you're busy, time is precious."
L | Label:
"You feel this requires huge chunks of time you don't have."
O | Overview:
"Most top earners started with just 5-10 hours a week."
S | Sell:
"We teach scheduling income, not hours, using 'pockets of time'."
E | Explain:
"This is scalable income, not another side job."
R | Reinforce:
"Convert just 10 hours a week into residual income—that's freedom."

2. "I don't want to sell to family."

C | Clarify:
"Totally fair. No one wants to pressure loved ones."
L | Label:
"You don't want to be 'that person' pitching stuff."
O | Overview:
"Many felt that way—until they learned how to **serve**, not sell."
S | Sell:
"You'll learn referral-based strategies and mentorship—not pressure."
E | Explain:
"You show up as a trusted financial guide, not a peddler."
R | Reinforce:
"Your friends will thank you for helping them get financial clarity."

4. "Is this Multi-Level Marketing?"

C | Clarify:
"Fair question. You should always clarify the structure."
L | Label:
"You want assurance you're joining a licensed financial firm."
O | Overview:
"We are licensed in insurance and investments, regulated by the state."
S | Sell:
"We are a brokerage. Like real estate, you get paid on sales and can optionally build an agency."
E | Explain:
"We partner with BMO and RBC—MLMs don't typically partner with major banks."
R | Reinforce:
"We are a professional, licensed financial brokerage built on client service."

Your First 24 Hours

The time for analysis is over. Execute these 4 steps now.

  • 1
    List 50 names on Taproot Sheet
  • 2
    Categorize Inner vs. Professional
  • 3
    Roleplay "Mandate Script" 3x
  • ✓
    Book first 3 Training Appointments

© 2025 Summit Leadership Group. Internal Use Only.