Business Overview Meeting Training

We’ve listened to your feedback and made big changes.

The old presentation was too long, too complex, and hard to deliver with confidence. Many people said:

  • “I wish I didn’t have to memorise so much.”
  • “I wish it reassured people they don’t need to be a financial expert to get started.”
  • “I wish it gave me confidence to present from day one.”

Why we created this new version

Our mission was simple:

To create a powerful, easy-to-follow presentation that anyone can confidently deliver — helping more people share Genistar’s mission and grow their business.

Key features of the new BOM:

  • 60% shorter – only 16 slides
  • Delivered in 7 clear parts
  • Easy for anyone to deliver — even new reps
  • Linked to online and live training
  • Built to grow confidence and results

THE 7 Parts of the new bom

Part 1 – Your Story & Their Goals

This opening section is about building trust and creating connections.

It includes:

  • Your personal story — why you joined Genistar
  • A few words about your background (no need to sound like a financial expert!)
  • Asking about their goals — What do they want from life? More time? More money? A sense of purpose?

Purpose: Make the presentation feel personal and relevant from the very beginning.

Part 2 – People Need Our Help

This section shows that there’s a real problem to solve, both in the industry and in people’s lives.

  • The financial services industry isn’t working for everyone.
  • Most people are not financially educated, and they’re struggling with debt, poor planning, or lack of protection.
  • Genistar has already helped thousands of families — and there are many more who still need help.

Purpose: Help your guest feel that this is a meaningful mission — not just a business.

Part 3 – How We Help

This section explains how Genistar supports families — and how new reps are backed up by tools and experts.

  • We create a free Financial Game Plan.
  • Reps don’t give financial advice — they introduce clients to licensed professionals.
  • We work with trusted partners, like Vitality and others.

Purpose: Reassure guests that they can do this without being a finance expert.

Part 4 – Get Paid to Help

Here, we introduce the business opportunity.

  • Show how people get paid for helping others.
  • Use a simple example of upfront earnings.
  • Emphasise that there’s more than just upfront income — there’s long-term earning potential.

Purpose: Help them see that this is a real and rewarding business model.

Part 5 – Proof It Works

It’s time for evidence.

  • Share a few short stories or testimonials from people in the team.
  • Show that this works for everyday people — not just a few lucky ones.
  • If possible, mention people from similar backgrounds to your guest.

Purpose: Build belief that this is real and possible for them.

Part 6 – Easy to Get Started

This section removes objections and shows how simple and accessible the business is.

  • There’s no need for financial experience.
  • It’s affordable to get started.
  • We provide training, tools, and support from day one.
  • You’ll be part of a team who helps you grow.

Purpose: Remove barriers and build confidence.

Part 7 – Commitment

Finally, we ask for a decision — but in a no-pressure, friendly way.

  • Ask: “What did you like best?”
  • Offer them clear next steps depending on interest:
    • Want to become a rep?
    • Want a Financial Game Plan?
    • Want to think it over?

Purpose: Move the conversation forward with a warm, clear invitation.