21 Ideas via Masterminds Call

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

About Rob Shore