I was on the phone with my Accountability Coach, we did my 8++ hours of Client Acquisition Time and it equaled 21 hours. I've been doing an average of 8 hours even during the Academy weeks. Is there a list of activities I can get ideas from to fill the remaining hours?

Article ID: 343
Last updated: 20 Nov, 2019

My advice is to review the flow charts in the PowerPoint from the January Academy 2 that were posted online at www.committedadvisor.com under the "Resources" tab and then "The Referral Prcoess." What I call “points of entry” are good thought starters for building your list(s) of who you are going to call and where you are going to go to fill your Client Acquisition hours.


Others in this category
b What is your expectation of the amount of increased revenue a Trusted Advisor should have achieved by their first Academy as part of the Ideal Life Evaluation Program?
b I am building a pool of groups I will approach to offer the Ideal Life PowerPoint (Self Referral) program. The script for the program is comfortable. Is there a script for how we would approach these groups to make the offer?
b How long will it take me to get as good as a 9-year old?
b I am having an appointment with clients who reside in Riyadh, Saudi Arabia. I Would really like to complete a Financial Road Map® with them. May I use Skype or what are your recommendations.
b I work predominately with retired clients. My thinking is that some of these clients would have friends, family that we would be able to assist however I am thinking that I really need to be aiming at more successful/professional type people although I have little of this type of person in my client base. This may be a silly question but how would you got about attracting this type of clients?
» More articles