525,600 Minutes
A year of QS
1,000
16-33%
Dials to reach
6 & 20
6 FF & 20 QS = Earn MAPP
A QS becomes a X when they complete a Factfinding interview
Prospect
Core 4 Day
4 QS
3 Kept
2 New Set
1 FF Kept
A MAPP Week
6 FF & 20 QS
Reach to Set (%)
50%
300
Factfinders to be completed in first year
Repeat Sales Take X hours:
2-3 Hours
Core 4 Week (5 Items)
20 QS
15 Kept
10 New Set
6 FFs Kept
1 NC
How many times should you ask for referrals per day?
2+
FF to CO (%)
80%
10
10 QS lead to 3 FF to 1 NC
X% of this year's FFs become clients this year?
20%
90 Day New Client Bonus
10 NC
A granum day in points
5 points
CO to CL (%)
120-150%
25/11
Meetings Ahead
By failing to keep in touch with prospects, you could lose up to X% of your potential business
40%
Granum Points Per Month
100
10-12 FF ahead
QS per ask
2
5
NC/Month
Initial sales take approximately X hours of work
20
029's 10 Year Target:_____ Vision Driven, Values Aligned & Standards Committed Advisors delivering ______ of production to _________ NC
200
$90M
6,000