Steps To Success

CARITAS FINANCIAL PLANS, INC.
THE STEPS TO SUCESS

Towards Effectively Building Your CARITAS Business
www.caritasfinancialplans.com
Slide 1
THE VALUE OF LIVING YOUR DREAMS

A good marketing business like CARITAS stresses the importance of: 1. Having dreams 2. Going for your dreams 3. Living your dreams Many successful network marketing leaders speak about lifestyle they achieved in order to inspire others to live their dreams. It is not about the big house or the big car or how much they cost. It is about inspiring others to go for their dreams.
The Steps to Success SLIDE 2
Dreams keep alive the flame of life. When you no longer dream, you die
-Rajarishid
WHY SHOULD YOU DREAM?

1.
2.
Because man was given the gift to dream.

Because we have two dream capabilities: asleep or awake.
3.
4. 5. 6.
Because everything starts with a dream.

Because dreaming starts the godly act of creation. Because if you dont have a dream, no dream will come true. Because dreaming gives you a natural high.
The Steps to Success
Dero Pedero
SLIDE 4
Author & Philippine Star Colmnist
WHY SHOULD YOU DREAM?

7. 8. 9. Because dreaming keep you young and alive. Because dreaming awake (daydreaming) provides for creative loafing and reverie. Because dreams reveal ideas and solutions from your subconscious mind.
10. Because dreams are powerful. 11. Because no dream is impossible.
12. Most of all, dreaming is for free!
Dero Pedero
SLIDE 5
WHY DREAMS ARE IMPORTANT

1. Being rich and being able to afford a big house are not dreams. What is important is striving, learning, doing your best to develop your personal power to afford a big house. 2. It is YOU WHO BECOME IN THE PROCESS of affording a big house that is important. People who dream small dreams continue to live their lives as small people.
3. It is not the size of the house or becoming rich that is important. It is the size of the dream that is important.

4. The house and hundreds of thousands of income are not the dreams. The house and the money are the symbols of becoming people who achieve their dreams. A big house is not the dream. It is WE WHO BECOME IN THE PROCESS that is the dream. 5. Big people have big dreams. Small people have small dreams. If you want to change who you are, begin by changing the size of your dreams.

6. Never let the lack of money diminish the size of your dream. It is the vision of your dream that will put you through this rough period of life. 7. Being broke is temporary, and poor is eternal. Even if you are broke, it does not cost money to dream of being rich. Many people are poor because they have given up on their dreams. 8. Keep dreaming big dreams. Who knows, Maybe someday, your dreams will come true. They might as well be big ones!
I have been poor and I have been rich, Rich is better.
Sophie Tucker
Vaudeville Entertainer
WHY SHOULD YOU BE RICH?

1. God wants you to be rich. 2. You could be healthier and live longer. 3. You would be more beautiful.
4. You would be more secure and confident.

5. You would have fewer worries. 6. You can express yourself better.
Dero Pedero
SLIDE 10
WHY SHOULD YOU BE RICH?

7. You could get away with a lot of activities.
8.
9.
You dont need to work hard.

You can help others better.
10. It could be a better world if everyone were rich. 11. Money does not buy happiness but it is easier to be happy and make other people happy if you have money.
Dero Pedero
SLIDE 11
An Invitation to a Dream
Dream Vacation
Skiing Vacation in the Swiss Alps
Exciting Cruise to the Caribbean
Christmas in Paris Tour of European cities

Summer Vacation in Hawaii SLIDE 12
Dream Homes
A luxurious penthouse overlooking Manila Bay A mansion in Alabang
A vacation house In Tagaytay
A beachfront in Boracay
A secluded villa in Subic The Steps to Success
A log cabin in Baguio City

SLIDE 13
Dream Cars
Maseratti Ferrari
Rolls Royce
Mercedes
Chauffer -driven Limousines
Jaguar
SLIDE 14
SWEET SMELLS OF SUCCESS

People think about it Have vision of it Plan how to get it Work for more of it
Desired by almost everyone

Humans want shared all over the world
SWEET SMELLS OF SUCCESS

Adds joy, excitement and fulfillment to life Makes everyday life sweeter and more interesting Changes everyday living into better known as the good life
Be a Dreamer
If you want to be a success, to be a winner, or be part of the good life, youve got to be a dreamer once again. If you want to be a success to be a winner, or be part of the good life, youve got to be a dreamer once again. Most people have stopped dreaming. Once enthusiastic people go into the shell. They develop a losers attitude. They forget their dreams. They settle for the ordinary, average, or whatever life gives them.
To Win in Life
You must become a dreamer again

Excited, confident and enthusiastic about life Success and good life go to those who possess and carry the dreams of a winner.
What exactly do you want in life?

Once you know what you want to accomplish in life, you move way up the ladder to success. Sad truth millions of people never really decide what they want in life. They think they are working for success. They think they will win.
Statistics show the odds are against them
Of 100 men and women up to 65 years old ONE will be wealthy
FIVE will attain financial security

NINETY FOUR will be either average or poor
You have the right to be successful

If youre willing to pay the price in personal effort, long hours, persistence, sacrifice, etc.
Wherever you are now, whatever age, the CARITAS opportunity could change your life. Do all you can to keep knocking at its door.
A Proven pattern success depends on two things:

1. Hard work. Only you can supply.
2. Application of sound principles.
The principles of successfully performing a CARITAS business can be learned.
5 Things You Need

1. A True Desire 2. Belief a. In the Company and Industry b. In the products.
c. In the people you work with

d: In yourself 3. To Become Coachable
a. Training classes, books and tapes

b. Put your ego aside and learn c. Dont just go through the motion.
5 Things You Need

4. Apply what you learn a. Start Now (From where you are.) b. No more excuses, just do it 5. Develop a Winning Attitude
a. Dont Quit
b. Commit to your Success.
LETS GET STARTED

This is a business: A.Treat it as a Business 1. Get educated 2. Understand the positives and negatives of the business. 3. Do the BASICS ( Do not re-invent the wheel) B.The First 3 Lessons 1. Become independent ASAP 2. Stay focused on your goals 3. Dont Quit
FIVE QUESTIONS
1. What do you want from your Caritas business? 2. What level are you now? 3. What level do you want to be? 4. By when ? a. Group Manager b. Agency Manager c. Branch Manager DATE ______ ______ ______
5. How are you going to do it?
MY PLEDGE
I , ____________, pledge myself to the following:
1. My income will be ___________on __________. 2. I will live in a _________home with a value of at least ________ on __________. 3. I now drive a Kia but in 3 years I will own a __________. 4. After paying all my loans and debts, I will have _________ in my bank accounts on __________. 5. My total NETWORTH will be ___________ on __________. 6. My special dream is to be ___________________ 7. My Freedom Day is ______________
MY PLEDGE
I , Juan dela Cruz, pledge myself to the following:
1. My Income will be P 100,000.00 a month on Date January 1,_____ 2. I will live in a 200 sq.m. home with a value of at least P 5 Million. Date: December 31, ____ 3. I now drive a Kia but in 3 years I will own a Toyota Camry 4. After paying all my loans and debts, I will have P 1 Million in my bank accounts. Date: December 31, _____ 5 My total NETWORTH will be P 5 Million. Date: January 1, ______ 6 My special dream is to be Financially independent. 7 My Freedom Day is January 1,Success _____ The Steps to
SLIDE 28
SKILLS YOU NEED (TO KNOW, USE and TEACH) 1. Share the products, services and programs. a. Present the business opportunity. b. Complete the knowledge of the products & business. c. Promote and sell daily 2. Share the opportunity. a. Live meetings b. Video Tapes, CDs c. Office/Home COP`s/BSTS d. Table Top Presentations e. Meetings after meetings
SKILLS YOU NEED (TO KNOW, USE and TEACH)
3. Build and Sell all Events Business Opportunity Meetings General Training New Associates Orientation Leadership Training Launching New Providers/Products Sizzle Session
TOOLS YOU NEED

1. Sales Kits 2. Product Kits/ Brochure.
3. Calendar of Events
4. Presentation videos, audio tapes, CDs, table top presentation books or flip charts
5. Appointment book.
6. Prospecting list / book 7. Work station at your house 8. ______________________ 9. ______________________
USING EFFECTIVELY THE MEMORY JOGGER

Make a list of 100 names. Note: DO NOT PREJUDGE A.Categorize 1. First 10 Business- minded, entrepreneurial, successful 2. Second 10- Easiest; friends and family. 3. Remaining 80 at least 25 years old. B. Transfer your best 10 to Prospect list form.
Work with your managers!

C. Work the number.
MEMORY JOGGER
There are going to be opportunities everyday for you talk to someone about your business. To help you get started, youll want to make a list of names. Here are few reminders of all the people you may know to help you along the way. Just think of anyone who may want to help you along the way. Just think of any one who may want to have additional income or to be financially independent.
FAMILY
Parents Brother (s) & Sister (s) Aunt(s) & Uncle(s) Cousin (s) Niece(s) & Nephew(s) In- law (s) Step family
NEIGHBORHOOD
Neighbors Postman Realtor Mortgage Bank
Home Owner
Association
PERSONAL FRIENDS
Old friends
Family Friends Current friends Christmas card list
ATHLETIC CONTACTS
Fitness Center
Baseball Games Bowling Leagues
Cycling
Hiking Camping
Badminton
Tennis Matches
SCHOOL CONTACTS:
Alumni Associates Parents of childrens friends School Staff PTA Members Teachers
DOING BUSINESS WITH

Accountant Auto Repairman Bank Child Care Chiropractor Contractor Dentist Doctor Dry Cleaner Filing Station Attendant Gardener Hair Stylist Health Food Store Clerk Lawyer Manicurist Masseuse Nurse Pharmacist Pre-Need Agent Shoe Repairman Travel Agent Veterinarian Florist Grocery Store Clerk Handyman Insurance Agent
SLIDE 39
PHASES OF SUCCESS
Distractions Negative Friends & Relatives Remarks about the Company Competition Fight! Excitement Self-Doubt Or quit, its up to YOU! Winners
Focus on GOALS!
Excuses Stay away Find Fault Momentum Needed Involvement Needed T.L.C. needed
Most Quit Here
SENSE OF URGENCY
Game Plan for New Associates
1.Get in a. Application b. Accreditation Fee c. Kit e. Product Trainings f. Meetings g. New Associates Orientation 2.Get in the Program a. Get Joining Plans b. Sell Products c. Set a Plan
SENSE OF URGENCY
3. Share Products. Promote and Sell Products a. Memory Jogger b. 10 Steps 4. Get Promoted a. Goal b. How c. Plan of Action d. Focused 5. Help them get a check a. Communicate daily b. Contact top 5 or 10 prospects c. All Out Massive/Relentless Action The Steps to Success
SLIDE 42
10 STEPS TO SUCCESS
1. Understand Long Term Potential. 2. Set short-term goals. 3. Start with the warm market. 4. Get your spouse involved. 5. Promote and sell. 6. Sponsor 5-10 people (build stars).
7. Commit to career orientation programs.

8. Follow the Training Program. 9. Show Success (attitude, appearance, etc.)
10.Have FUN!
THE NEGATIVES
Three Reasons Why People Fail: 1. Not prepared to hear the word NO.
2. Not using the product or service

3. Not enough knowledge of the business and the products.
4 Modules (Checking your Business)

1. Do I have the skills to share and sell the products or the program? Do I have the skills to invite someone to an opportunity meeting? Am I doing it?
2. Am I making sales? Am I signing people up?

3. Are the people making a commitment? Are the people getting product or program sold? 4. Have I become a good student? Have I become a good teacher?
CASHING OUT
What did I do to make money in my CARITAS business today?
1. Did I sell any product?
2. Did I invite/recruit somebody? 3. Did I make a presentation of the CARITAS business? 4. Did they buy the products? 5. Did they sell products?
6. Did I help my associates make one of the above?

CLONING LEADERS
Associates come and go. How many leaders have you got in your team? Your strength, security and income depend on the number of leaders in your team, not on the number of transient associates passing through.
If I lose my entire army of 100,000 men, no problem. As long as I have ten good leaders, I can rebuild my army quickly. If I lose my ten good leaders, my 100,000 army will be useless and will quickly disperse. - Ancient Conqueror
Having good leaders is the secret. The smart CARITAS leader (AM or GM) has several good leaders in their associates. And their life is easy.
HOW DO YOU GET A GOOD LEADER?

Home-grow your leaders.
Take someone with a desire to succeed and invest your time to give him the skills to be a successful CARITAS leader. It takes time. It wont happen overnight. Your choice may not have the commitment and desire to develop into that responsible leader. You may have to invest in several potential leaders to get your superstar.
HOW TO BUILD A SUPERSTAR EVERY YEAR

First, find an Associate with great desire. Maybe he has no skills and experience, is rough around the edges and has a long, long way to develop. But thats not important. What is important is desire. Second, get a long term commitment from the chosen Associate. Make sure the Associate sees the vision and understands the commitment and investment of the Leader as his mentor. Third, the work begins. The leader/mentor becomes the associates constant companion. They do two-in-one presentation together. They go on the road together. For the next 6 months, they look like Siamese twins. The Steps to Success
SLIDE 49
AFTER 6 MONTHS
The Associate knows everything that his Manager knows PLUS whatever skills, knowledge and talents that the Associate knows ; everything his Manager mentor does PLUS more. A new, powerful leader has been developed, one that surpasses his mentor.
How would you like to have an associate with even more talent, knowledge and skills than you personally possess? Not only that, it is a good feeling. Its a profitable feeling. How would you feel to have a associate of 10 superstars, each with greater ability than yourself?
RICH! VERY RICH!
SLIDE 50
CLONING MORE LEADERS

It is even easier. When you have invested 6 months (or even a year) in your first leader, you can now go on to build your Number 2 leader. Your new leader can also go on to build his associate leader. If you mentored correctly, your first leader will follow your slow, sure, methodical building technique that guarantees success.
And his leaders will be better than yours. Why? Your better than yours. Why? Your second level leader will learn everything that you know, PLUS additional talent, knowledge or skill he already has. Its like building second generation super leaders. Its profitable, too.
RECRUITING THE STARS

When one attends a CARITAS Business Opportunity Meeting, and finds what looks to be an unlimited opportunity, he immediately joins and goes into the business.
Most people would immediately start by looking for an associates. He should not. The first thing to do is to look for someone who is earning what he wants to earn. That someone helps create a reliable system that would not require a genius to operate. Look for three people who are already successful: a student, an employee, a professional.
SECRET IN CARITAS BUSINESS

The only secret in CARITAS Business is no secret: Success is in the number. It is a classic rule of sales. Teach your associates nothing else. Teach them that working the numbers is the only strategy virtually guaranteed to make you rich.
THE ESSENCE OF STRATEGY

Talk to 10 or 20 people everyday. A highly successful leader said he did not have any natural recruitment or sales talent. He just talks to a lot of people everyday. If you talk to 10 or 20 people and ask them: Would you be interested in a business that does not require big capital or experience? Two or three would probably say, Now that you mention it, yes, I was looking for one.
PERSISTENT HARDWORK
The secret in having fantastic success in CARITAS is not just the presentation of the business opportunity. Its persistent hard work.
10 People a day X 5 days = 200 people a month 90% or 180 people will tell you they dont have time to get rich. 10% or 20 people will sign up. Many will drop out or will become primarily buyers. Only 1 out of 200 prospects will become successful, fulltime associate. If you call on another 200 people the following month, you will turn up another gem and so on. In one year, you will have 12 successful associates. Of the 12 stars, 9 will make P50,000.00 a month. The Steps to Success
SLIDE 55
FANATICS YOUR TREASURE

The other three are fanatics. They refuse to rest until they become rich, and they hold the key to your wealth. Each of those fanatics can generate P100,000.00 per month for you.
HANDLING NEW RECRUITS

1.
2.
Push them toward self-sufficiency.

Train them well, do coaching on the job, and do field training.
3.
4.
Show him how to present the business up to 30 prospects.

After that, cut the cord and let him loose.
5.
If he has not learned after that, also cut the cord and let him loose. Otherwise, you become a baby-sitter.
HANDLING NEW RECRUITS

6. You cannot drag everyone to the finish line.
7. When you sign up a new associate, insist that he shares the information with their families, relatives and friends. 8. With everyone you meet, show the business first. Then, if they are not interested in building a business, convert them into clients. Working this way, you would be able to earn substantial income in selling the products.
REASON WHY PEOPLE JOIN YOU
The trend to join CARITAS and other similar businesses just confirms the unrewarding daily grind that life has become for so many Filipinos. The trend provides an excellent map of the years ahead. People will find CARITAS business opportunity and the financial concepts and services of tremendous value in explaining the future to others.
Survey says that most Filipinos are not happy with what they do. Why is that?
People today are caught in a time crunch that denies them leisure. Many people are interested not only in material wealth but in work that gives them freedom of choice and freedom of time. Acquiring material things does not seem to produce happiness. Consumption has increased considerably while happiness has declined.
WHAT WOULD MAKE PEOPLE HAPPY?

Doing work that he feels is socially valuable. More and more people are striving for greater control of their destinies and for the chance to apply personal skills to earn their income.
DOES CARITAS BUSINESS HAVE ANY IMPACT ON OUR LIFE?

Yes, of course. Any business that offers self determination and freedom of time, freedom of choice for the practitioners and service to the customers will be popular. That is one reason why CARITAS and other marketing businesses have experienced drastic growth and will continue to do so in the foreseeable future.
WHAT KIND OF SERVICE WILL CONSUMERS DEMAND?
There is a trend away from mass production to customization. Customers today expect to be served more personally by marketers and product providers. They dont have the time to stand in line or deal with an uninformed clerk.
WHAT DOES CARITAS HAVE TO OFFER TO THOSE DESIRING TO USE THEIR ENTREPRENEURIAL SKILLS AND PERSONAL DETERMINATION?
Without abandoning yet their work, they can look at CARITAS, the business opportunity and what CARITAS does for the consumers. Here they have the opportunity to increase their income and have more time to enjoy life.
DOES CARITAS BUSINESS COINCIDE WITH ANY OTHER IMPORTANT TREND?

Yes. It offers entrepreneurial opportunity to the masses to people who may not have advanced educational or professional training. Before, people dreamed to have their houses. Today, the dream is more ambitious to own their own business. But the average Filipino does not have P 25 Million to buy a franchise or launch a company. CARITAS lets everyone invest less than P1,000.00 to start a potentially lucrative business without the risks of a conventional corporation.
IS THERE A TREND FOR PEOPLE TO GO INTO BUSINESS RATHER THAN EMPLOYMENT?

According to a study in the U.S. by the Small Business Administration (SBA), 60% of the families will have some type of entrepreneurial business within the next decade. For employers to compete in the labor market against independent business entrepreneurs in the marketing and direct selling industry, companies will have to offer employees more freedom of time, freedom of choice, personal determination and entrepreneurial latitude. But they are locked into the 19th Century system of organization and labor management.
WHAT DO PROFESSIONALS GET FROM DIRECT SELLING?

If a surgeon decides to quit operating, the money stops.
If a dishwasher decides not to wash dishes, the money stops.

If a lawyer decides to stop practicing, the money stops. If a dentist decides to stop practicing, the money stops.
If a salesman decides not to sell, the money stops.

In almost every profession, when the person stops working, the money stops. But not in Caritas! In Caritas, its different. In the beginning , you do a lot of ground work and foundation building, but later, you get a lot of money even when you dont work as hard. Thats why people including professionals want to get into Caritas or any direct selling business. They like the residual income and the financial security it brings.
www.caritasfinancialplans.com SLIDE 68
THANK YOU!
CARITAS FAMILY OF COMPANIES

SLIDE 69

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CARITAS FINANCIAL PLANS, INC.

THE STEPS TO SUCESS

THE VALUE OF LIVING YOUR DREAMS

The Steps to Success SLIDE 3

WHY SHOULD YOU DREAM?

Because man was given the gift to dream.

Because everything starts with a dream.

Author & Philippine Star Colmnist

WHY SHOULD YOU DREAM?

10. Because dreams are powerful. 11. Because no dream is impossible.

12. Most of all, dreaming is for free!

The Steps to Success

Author & Philippine Star Colmnist

WHY DREAMS ARE IMPORTANT

WHY DREAMS ARE IMPORTANT

WHY DREAMS ARE IMPORTANT

I have been poor and I have been rich, Rich is better.

The Steps to Success SLIDE 9

WHY SHOULD YOU BE RICH?

4. You would be more secure and confident.

The Steps to Success

Author & Philippine Star Colmnist

WHY SHOULD YOU BE RICH?

You dont need to work hard.

The Steps to Success

Author & Philippine Star Colmnist

Skiing Vacation in the Swiss Alps

Exciting Cruise to the Caribbean

Christmas in Paris Tour of European cities

Summer Vacation in Hawaii SLIDE 12

A luxurious penthouse overlooking Manila Bay A mansion in Alabang

A vacation house In Tagaytay

A secluded villa in Subic The Steps to Success

A log cabin in Baguio City

Chauffer -driven Limousines

The Steps to Success

SWEET SMELLS OF SUCCESS

Desired by almost everyone

The Steps to Success SLIDE 15

SWEET SMELLS OF SUCCESS

The Steps to Success SLIDE 16

You must become a dreamer again

What exactly do you want in life?

The Steps to Success SLIDE 19

Statistics show the odds are against them

Of 100 men and women up to 65 years old ONE will be wealthy

FIVE will attain financial security

You have the right to be successful

A Proven pattern success depends on two things:

The principles of successfully performing a CARITAS business can be learned.

The Steps to Success SLIDE 22

5 Things You Need

c. In the people you work with

a. Training classes, books and tapes

5 Things You Need

The Steps to Success SLIDE 24

LETS GET STARTED

5. How are you going to do it?

The Steps to Success SLIDE 26

SKILLS YOU NEED (TO KNOW, USE and TEACH)

TOOLS YOU NEED

USING EFFECTIVELY THE MEMORY JOGGER

Work with your managers!