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You are here: Home / Uncategorized / 21 Ideas via Masterminds Call

21 Ideas via Masterminds Call

  1. Send an email prior to broker appointment asking for what THEY want to discuss
  2. Ask for referrals
  3. Deliver feedback to referrer on the progress of those referrals
  4. Develop a Fallen Angels List
  5. Business planning with commitments.
  6. Tell them how much you need from them in dollars
  7. Press from joint client appointments
  8. Ask “what cases are you working on?”
  9. Ask “what cases have you missed on?”
  10. Have agenda for your meeting with reps that you have been seeing for years so it does not turn into a social only visit
  11. Do hand written Thanks You cards = good
  12. Do hand written Thank You cards that are specific to a brokers interests (wine, golf, NASCAR etc.) = best
  13. Set follow up appointment for hot prospect sooner than rotation would otherwise dictate
  14. Run broker’s preferred fund grid through an analytic screen like FI360 to see where your product better fills styles needs
  15. Host client call with PM using approved seminar script as baseline
  16. Use Coates Analytics
  17. Focus on COI’s during slower holiday months
  18. Re-engage producers with lists of clients that you deliver
  19. Form an Inner Circle Group of producers
  20. Build a ‘community’ of brokers
  21. Offer business building/practice management ideas to Wire reps that are now in Planner firms

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About Rob Shore

Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]

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