Skip navigation

How to keep track of dials?

or Register to post new content in the forum

10 RepliesJump to last post

 

Comments

  • 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.
Jul 10, 2012 2:00 pm

How do you guys keep track of your dials? I just use a tick sheet but I'm wondering if there is a better way to do it.

Jul 10, 2012 4:34 pm

I begin production in August, and I am actually wondering this same question? How can I keep track of dials intuitively?

Jul 11, 2012 2:39 am

I use the good old fashion tick method. I have a legal pad just for that. I have columns for dials, contacts, presentations, and prospects. I only go 25 ticks a line, so 4 lines is 100 dials. I put the 100 dial markers up to 300. I then feed those results into an Excel spreadsheet for each day. The summer has been SUCKING for me on dials, but I have brought in a lot of money that came from dialing earlier in the year. So not all bad. But my pipeline is getting dusty…back on the phone!

Jul 19, 2012 7:59 pm

I had a bunch of paperclips (50 actually). Each day I’d dump them from a bowl onto my desk. After each connection (not a dial, but a real human) I’d put one of the paperclips into the bowl. When there weren’t anymore on my desk I could do something else.

Don’t over think it.

Amber

Jul 20, 2012 3:35 pm

Yeah…I like that one.
By the way, what size paperclicks…does it make a difference using the little metal ones…or is plastic good.

Amber_M…been a while…glad to see you are still around.What a summer…hope all is well.
All The Way

Jul 21, 2012 4:47 pm

[quote=All The Way]Yeah…I like that one.
By the way, what size paperclicks…does it make a difference using the little metal ones…or is plastic good.

Amber_M…been a while…glad to see you are still around.What a summer…hope all is well.
All The Way[/quote]

Thanks for the well wishes. This year (keeping my fingers crossed) looks to be the best year ever!

Amber

Jul 22, 2012 1:19 am

Good…wouldn’t have expectded anything less…you obviously know your craft…

here…yeah…can’t complain, been a bit tense lately but all looking good…had to make a change of firms, really happy, won’t be prospecting for a few weeks as I got a couple of regulatory courses to nail.
Amber_M…gotta love those eyes…go get’em girl and keep us posted on the clips and all.
All The Way

Aug 1, 2012 8:55 pm

All the way, can you tell us more about the changing of firms? What’s the word? Was this a forced change or a better opportunity? Wirehouse, bank, RIA?

Aug 16, 2012 6:57 am

there will initial costs for set up, transition costs (such as ACAT fees) and ongoing costs. We work with advisors considering going independent.packaging boxes |
presentation folders

Aug 20, 2012 4:10 pm

I made a sheet with dials, contacts, prospects, pitches, new accts.

Straight forward - pitches were second.third.forth calls going for a close. Close could be closing on a product or appointment. Or, even permission to call the prospect back. Anything that moved the process forward.

The dials section was number to 200. Every dial was a slash mark through a number. Once i reached 200 I reversed the slash mark.