525,600 Minutes
Ratios
Numbers Don't Lie
X Marks the Spot
Building a Clientele
100

A year of QS

1,000

100

16-33%

Dials to reach

100

6 & 20

6 FF & 20 QS = Earn LAP

100

A QS becomes a X when they complete a Factfinding interview

Prospect

100

500-1,000 Clients 

Bulletproof Practice

200

A LAP Week

6 FF & 20 QS

200

Reach to Set (%)

50%

200

300

Factfinders to be completed in first year

200

It takes X amount of steps to prospect 

6

200

Sales to spouses, children, other dependents, business partners or key persons.

Ancillary Sales
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

Contact shortly before a birthday and the other contact about 6mo later 

Automatics 

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

% of people agree to meet after three objections 

86% 

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

10-12 FF ahead

500

QS per ask

2

500

5-4-3

5 Set

4 QS

3 Kept 

500
Advisors must reach a QS within X days of obtaining the name

30

500

The process of identifying and qualifying names AND the process of obtaining and utilizing the influence of the nominator. (Two words)

Prospecting and Promotion 

M
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