First plan in the new system with TEAM...New 2-5 year plan....

Well, I STP'd today for the first time to a gentleman named Singh, from a company called Neo Jewelers. He is a Customer of mine at Portside. He had a friend there too, who turned out to be in the biz already. Oh well!

But the point is that I really liked doing the plan. I didn't feel like I was roped into reading through the booklet, that we used to use. I talked for a while about them, and I think I made a friend. Then I briefly talked about the 45 year plan, and showed the income graph of that. Then talked about the cash flow quadrant because they are both business people. I think I will hold off on talking about that unless they ask about time.

I then just talked about trends and then showed the can of XS. That's when his friend realized that this was Quixtar.

Anyway, as far as I am concerned, the plan was a success, because I really felt comfortable and I think things flowed smoothly.

Here's to a new 2-5 year plan with GREAT SUCCESSS