Skip navigation

Daily Activities

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Jan 22, 2008 6:37 pm

In terms of daily activities - number of dials, door knocks, contacts, appointments etc., -what should someone be shooting for in their first 3 years in the business ? What numbers allow you to go home at night with a sense of accomplishment regardless of commissions?

Jan 22, 2008 7:57 pm

25 real contacts.  Doorknocks, phone calls, appts, ftf, whatever.  A real contact would be a meaningful conversation where you develop relationship, ask for order, appointment, etc.

  I used to use a point system, for example: 1 point for cold call where I talked to someone 5 points for face-to-face (doorknock) 20 points for having an appointment, seminar, speaking engagement, etc..... I just pulled these numbers out of my $#@.  I don't remember my actual scoring system.  You should come up with your own system.  I wanted to get to 100 points per day, although I think I focused more on the per-week goal.
Jan 22, 2008 8:47 pm

GT Key - use the search button on the top right hand corner & search for the ‘500 day war’ thread.

Jan 23, 2008 3:12 am

…or search for One Card System and companion book “How to Build a Financial Services Clientele”