I read an article about a $1MM+ producer that said he never prospected after Nov 15th because nothing gets done til after the holidays..
Disagree. I think this is one of the best times for closing big insurance cases. People are constantly surrounded by their families and are in the mood to do the right thing to protect them (Life, DI) or protect their estate (LTC, 2nd to die). The 4th quarter is typically our biggest but it could just be people trying to push business through to get where they need to be by the end of the year.
This is also a GREAT time to get farmers after they're done combining. A lot of the larger farmers won't see you from March-October unless it's raining cats and dogs. They're too busy.
He just doesn't want to work in Dec. If you have to worry about a pipeline, then taking a month and a half off will kill it come January and February. I've always found December to be a good prospecting month. The holidays seem to make people just a little bit friendlier. So, I disagree too.
i disagree as well, respectfully. Not only is it the holiday's and people are friendlier, but also people are looking to use up those remaining vacation days and LOVE setting up appointments on these days. People take more time off in December
"Well i've actually got some extra vacation days to use so how about _____"
signed sealed delivered
if anything its a great time to contact your existing clients and thank them for being your client and review their assets and find ways to gather more assets and ask for referrals.
Find out where they're going to for Thanksgiving or Christmas.
"Oh, you're taking the family your parents/siblings/best friends home for Christmas? Do they live here in the area? That's great. Would you mind if after the holidays I contacted them and introduced myself?" Generally though, I try to tie up most loose ends by Dec 23rd and use that last week of the year to unwind, relax, and get ready to hit it Jan 2nd. But I don't see any reason to shut down before late December.
You guys are kiddin' Right? You don't really work in Demember?
December is when we open our winter home in Palm Beach. You can't count on the worker-bees to get it done for you like you could in years past. I'll be spending this weekend shuttering our beach house in South Hampton and then it's on to the place on A1A in Florida. Of course using our Gulfstream V will speed up the long journey between homes. Once there i'll spend weeks supervisng this year's decorating scheme. Lite colors are in darks are out, so a complete make over of all the soft goods is in order. I'll be jetting to Paris to meet Henri to place my orders in person. All should be done before Christmas. I then have to confer with Captain Ronald as to the readiness of "Big d***" our 100 foot express motor yacht to start this year's weekly weekend jaunts to the Bahamas. I have to dust off the Corniche and get the Modena from storage at the dealer in Ft Lauderdale, well, maybe just trade it for a 458 Italia, hmm, not a cabrio, Ok, F40 then, make sure the winter selection survived the humid conditions of summer in the wine cellar, paint the pool a new color, shop on Worth Avenue, open the Keys house, our small 4000 sq ft bungelow in Marathon...
So much to do, just how do you people find the time to work in December?
I don't work past the first week of December. A week in Vail, a week in St. Augustine, a week in Manhattan.