CONSISTENT, PERSONALLY INTRODUCED, WARM QUALIFIED INTRODUCTIONS FROM QUALIFIED CLIENTS ARE THE GAME CHANGER

A perennial member MDRT TOT* read about the THE 60 DAY RULE and initially was curious, so he checked his ego and skepticism and quickly solved the activity conundrum.

THE 60 DAY RULE FOR FINANCIAL ADVISORS

60 day rule for financial advisors

Advisors, no matter their income, should achieve significant growth in new warm qualified activity within 60 days and this activity and growth will continue. Period. End of Story.

Question

Picture your dream business. What kind of new first appointments would be the game changer for you… the easiest, most efficient and most productive?

Answer

Warm personally introduced, qualified introductions from a qualified client.

This is a client you’d like to duplicate, who allows you to help them choose and qualify a friend or colleague and then warmly introduces you at a 3 way meal or on a 3 way appointment or conference call.
Once this process begins, it continually repeats.

So how  does this apply to Advisors?

Even very successful Advisors say they are frustrated and frequently uncomfortable because there’s a problem. Nothing they try creates a consistent steam of quality introductions and first appointments.

They want a solution that is uncomplicated, efficient and permanent.  The solution should also work quickly and enable Advisors to achieve significant and measurable increases in new warm qualified activity in as little as 60 days.

The first step is focusing on activating and energizing the existing network of warm, potential advocates.

They are the Advisors’ current qualified clients – the clients they want to duplicate. And Advisors will find that with the correct approach, these clients are very open to becoming champions who will help identify and connect Advisors to warm qualified prospects.

Key to this first step is how Advisors address clients’ overwhelming, predominant “worldview”. [Read Post 11/24]

This worldview refers to the fact that existing and potential clients are generally skeptical of Financial Advisors. Most Advisor marketing approaches don’t recognize the impact of this worldview or are not effective dealing with it.

If you’d like to hear more about “The 60 Day Rule”and “worldview” and “consistent, personally introduced, warm qualified introductions”, reach out. The initial step, to move the growth trajectory of your business to that really good place, is an exploratory phone call.

Little risk for a big reward.

(*By the way, the client is real and he will share.)

The Bellis Method™
Developers and practitioners of the 60 day rule.