Define your annual goal and then break it up into a weekly goal both in terms of appointments and sales
Retain your top 60 reps. Send them a handwritten letter telling them how important their business is to you and how you are willing to help them in any way to continue to earn their business
Bring on 25 new reps each from the 3 most substantial firms in your territory
Double the amount of time you spend with your top 60
Identify 20 new reps that can do $1 million in sales and overwhelm them. These are producers that you already have but a currently doing less than $500,000.00
Focus on 50 additional new prospects
Create 4 events on practice management, one each quarter, where you ask your top producers to bring a colleague to the event
Team up with your mutual fund counterparts to help producers create a portfolio protection plan for 2024
Help the financial advisors with their top New Years Resolutions for 2024
Become Relevant and Add Value. Let your clients know that you are the best wholesaler in their area to partner up with and why!
10 Steps to Success for wholesalers in 2024
Updated: Dec 29, 2023
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