Prospecting
Adequate amount of time spent prospecting.
What is every day or "like you breath"?
Goal of the Ideal Calendar.
What is a road map of all the areas of your business you need to focus on weekly?
Place where all lists can be found.
What is saved searches?
This section must be completed to populate MBS.
What is Retirement Assessment?
Ideal number of post to submit weekly.
What is two?
The list all names should be added to.
What is the Nurture List?
Texting prospects/clients.
What is only through Hearsay Text?
The exclusive case managment tool.
What is App Central?
The top left quadrant.
What is pre-tax variable?
A registered representative is the only agent that can talk abou the market.
What is False?
4 ways that I can prospect.
What is:
Canvassing, events, networking, social media, contacting project 200, referrals, seminars, personal observation,mailings, marketing campaigns ?
Way to identify needs of a client/prospect.
What is discovery?
The four steps to move a consumer to a Prospect.
What is Name Capture, Contacted, Approach, Promote to Prospect.
Above the line assests are _________ that tend to go ___________and below the line assests are ___________ that typically don;t go _________.
What is paper, up and down. real wealth or stable and up and down?
Allows NYL agents to stand apart from other agents.
What is holistic planning?
I should contact clients/prospects __________ times with _____ of those times for business related topics.
What is twelve and three?
These must be established and followed for a successful career.
What is processes?
Program for Sales Central and Marketing Central updates "on the go".
What is text messaging subscription?
What is the client's age?
The purpose of GuideMe.
What is support agents conversation and to provide insights to solutions?
Type of appointments set via social media/ networking events.
What is assumptive?
The customer story should tell.
What is history of interaction with client?
Place that houses all social media /marketing metrics.
What is marketing dashboard?
The six step strategy.
What is Rist diversification, tax diversification, pretax, tax free base, above the line and Custom mix?
The 5 practice modals offered.
What is Financial Guidance, Wealth Advisory, Business Planning, Retirement Planning, Estate Planning.
The two designations offered in all practice modals.
what is FSCP and ChFC?