525,600 Minutes
Ratios
Numbers Don't Lie
X Marks the Spot
029 Planning Philosophy
100

A year of QS

1,000

100

Dial to reach ratio

16-33%

100

What does 5-4-3 stand for?

5 Set - 4 QS - 3 Kept

100

A QS becomes a X when they complete a Factfinding interview

Prospect

100

Target amount in an emergency fund

3-6 Mos of Living Expenses

200

A MAPP Week in activity

6 FF & 20 QS

200

Reach to Set (%)

50%

200

300

Factfinders to be completed in first year

200

Repeat Sales Take X hours:

2-3 Hours

200

Recommended amount of disability insurance

Maximum allowable

300

How many times should you ask for referrals per day?

2+

300

FF to CO (%)

80%

300

10

10 QS lead to 3 FF to 1 NC

300

X% of this year's FFs become clients this year?

20%

300

D in DIME

Debt

400

A granum day in points

5 points

400

CO to CL (%)

120-150%

400

25/11

Meetings Ahead

400

By failing to keep in touch with prospects, you could lose up to X% of your potential business

40%

400

I in DIME

Income Replacement

500
You should be X FFs ahead each week in year 1.

10-12 FF ahead

500

QS per ask

2

500

5

NC/Month

500

Initial sales take approximately X hours of work

20

500

E in DIME

Education Expenses

M
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n
u