How many appointments do you run in a typical week?

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3/day 4 days/week

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How are you guys getting so many appointments? I get 4-5 a month and close 1-2. All have at least 1 million in investible assets outside of qualified. If I could get 20+ a month I would run a billion by now.

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2.5 per day 50+ per month.

Ideally 12-20 typically 11-16

1 per month, maybe!

Huh???? FA4 I don't understand?

Primerica is apples and oranges compared to brokerage business. PFS people sell the opportunity and the products are the byproduct of the recruiting process. Recruiting can never stop and almost all income is derived from new sales every 30 days. Brokerage is recruiting clients and getting an override on the AUM. From a weekly building process most of your time should be recruiting people using the 12-8-5-3-1 model. The numbers are similar for brokerage but maybe half.

Interesting Waddell & Reed. So how many appointments do you run per week.

I don't run more than 1-2 a month now. I have a "baseshop" of 322 "recruits" who I get a collective 10k per month of "overrides" every month and I don't have to pump them up and motivate them every week. In the first 4 years I ran 20-30 appts a week. I tried to open six to 8 households a week and they only counted if they were managed money. A shares and bank drafts are misses. You should be 110% focused on recruiting 1-2 MACHO's a week for 5 years straight. Married, Age 35-45, Children, Home Owner, These people are happily unsatisfied and hopefully you can show them how to close the gap between their income and their goals and dreams. What hierarchy are you a part of?

15-20

@aegis your meeting with generally much better prospects then the 15-20/wk I assume

5 foot rule. If not inside of 5 feet move closer.

I have 1-3 appointments per week. No idea how anyone can find so many prospects. I am cold calling 24-7 and nothing!!!

I'm doing between 4-10 per week. Average life case is 2m mix of perm and term or asset rollover of 100-300k.

WR - Godfrey bought the code years back. I’m a personal producer at this point. 1/3 of my AUM is managed Accounts the rest A shares. I have aspirations to train and develop others but I haven’t turned that mental corner yet.

That’s impressive NY Life. Have you been in the business awhile?

Aegis - have you tried networking in your community?

Is primerica a mlm?

Every company is multi level marketing. Are you asking if it's a pyramid scheme?

FA1 company would more accurately described a sales management company. In other words the biggest rewards go to leaders who can attract, train and retain quality advisors versus those who just work with clients.

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