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90 Day Challenge

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Apr 12, 2016 6:36 pm

90 Day Challenge:  Make 500 dials per week for the next 13 weeks.  (13 x 7 = 91) This will be a total of 6,500 dials.

Each Friday I will report - number of dials, contacts, & appointments.

The goal of each call is to get a face-to-face appointment.

The goal of the 90 Day Challenge is to bring on $1M of assets under management.

This is a strict 90 day challenge and will run from April 10 - July 10.  

Apr 15, 2016 11:38 pm

Week 1 results: Total dials - 505 Appointments: 2


This week was really about testing,revising, and getting comfortable with my script. By Friday I had my script down smooth and that is when I got both of my appointments.

Apr 22, 2016 3:21 pm

what’s the script’s basic strategy?

Apr 25, 2016 4:32 pm

Week 2 results: Total dials - 419 Appointments: 1


This campaign is turning into a warm lead development program. I am speaking with a lot of people who I’m sending literature and/or sending to my website.
I plan on making up the 81 missed dials this week.

Apr 25, 2016 4:39 pm

what’s the script’s basic strategy?

Thank you for the question.

The script’s basic strategy is to offer people the “opportunity to work with the #1 investment adviser” in my area. It is also to gauge the level of satisfaction with their current financial adviser.

I ask for permission to ask them a question, then I ask “Are you currently 100% satisfied with the way their retirement / investment account is being managed?”

This is a good qualifying question because most people say, “I don’t have any…” Then I hurry up and get off the phone.

If they say yes, I ask them what specifically makes them 100% satisfied (with emphasis on “100%”).
They usually mumble around for a while, then I ask them another question: If they know exactly how much they paid their financial adviser last year? Nobody can answer me.
This creates an opportunity for reviews, etc.

Jun 15, 2016 8:36 am

sooo how is it going?

Jun 21, 2016 4:10 pm

Probably bad if he’s grilling his prospects like that on the phone before even meeting with them.