Sell and Manage 10 Times the Clients in 3 Days Per Week ... e-handout 5.4.17.pdfPark Ridge, IL 60068...
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© 2017 Million Dollar Round Table Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA 2017 MDRT Annual Meeting e-Handout Material Title: Sell and Manage 10 Times the Clients in 3 Days Per Week Speaker: David Batchelor, Dip PFS, CFP Presentation Date: Monday, June 5, 2017 Presentation Time: 3:30 - 5:00 p.m. Session Room: Hilton - Orange Ballroom DE The Million Dollar Round Table ® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited; errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.
Transcript of Sell and Manage 10 Times the Clients in 3 Days Per Week ... e-handout 5.4.17.pdfPark Ridge, IL 60068...
© 2017 Million Dollar Round Table Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA
2017 MDRT Annual Meeting e-Handout Material Title: Sell and Manage 10 Times the Clients in 3 Days
Per Week Speaker: David Batchelor, Dip PFS, CFP Presentation Date: Monday, June 5, 2017 Presentation Time: 3:30 - 5:00 p.m. Session Room: Hilton - Orange Ballroom DE The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited; errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.
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David Batchelor, Dip PFS, CFPSell and Manage 10 Times the Clients in
3 Days Per Week
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40 weeks x 5 days
= 200 days
150 days in the practice
¾ client facing
= 112 client days
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112 days x 3 appointments
= 336 appointments
243 existing clients
93 free appointments
2 meetings per sale
84% closing rate
78 new client appointments
39 new people
weeks x days appts existing
days in practice per day clientsX
No of meetings per sale closing
1 rateX
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“If you see people one at a time
you will sell people one at a
time”
“If you complete reviews one at
a time you will ONLY do one at
a time”
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Group
events
“How much business can I do, if
I could close 5 clients at once?”
1/10th
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Sale
Plan
Paid Meeting
Events
Mailers
2 Clients
12 Sales
15 Paid meetings
15-80 people
10,000 Mailers
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Close
Sales Event
Event
Mailer
6000 Mailers
55-100 people educational events
Sale 85%
121 Meeting
45 people workshops
ACTION
- Same problem ?
- Same solution ?
- Group workshop
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The Client Review Workshop
THE REVIEW
The Client Review Workshop
- January
- 10 -18
- Twice per day
- Prep Sheets
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10 days of workshops
20 workshops
336 Reviews
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ACTION ACTION
SALE REVIEWS
THANK YOU
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