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ROADBLOCKS
Learn about the roadblocks that stop advisors from being highly productive.
Using the analogy of a wheel, break down the top half of an advisor's productivity wheel into 5 key areas. Each of these 5 areas are potential roadblocks and each one must be addressed if you want to improve your productivity results. To be effective, financial professionals must have a solution for each of these 5 Roadblocks:
Roadblock #1:
INABILITY TO CREATE AN ADEQUATE FLOW OF THE RIGHT PROSPECTS
This obviously reduces one's ability to achieve high levels of production. It is a major reason for poor results and potential failure.
Roadblock #2:
INABILITY TO MAKE CONTACT WITH NEW PROSPECTS
Consumers are now in control and are armed with voice mail, answering machines, unlisted numbers, caller ID, don't call registries and consumer legislation.
Roadblock #3:
INABILITY TO ARRANGE A PERSONAL MEETING WHEN CONTACT HAS BEEN MADE
Productivity stops when advisors and agents can't arrange personal meetings to see new prospective clients.
Roadblock #4:
INABILITY TO HANDLE AN EFFECTIVE OPENING INTERVIEW
Advisors and agents are so busy talking about their services that they often fail to establish the prospect's priorities. This also hinders their ability to develop a relationship built on trust.
Roadblock #5:
INABILITY TO MAKE PROPER ARRANGEMENTS FOR THE NEXT MEETING
Advisors and agents waste valuable time by failing to arrange the right conditions for the next appointment. The right location, time of day, length of time, people in attendance and papers on hand are all important considerations.
Let Cotton Systems Ltd. provide the
Solution
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