Broker Check

HOW? IT TAKES TIME

52 WEEKS

4 weeks family- (vacation holiday)
8 work on your business (training, events, etc.)

40 WEEKS A YEAR

WHO?


GOAL OF 1,400 prospects/clients in your CRM

  • Start with Project 200 + 15 new prospects per week x 40 weeks= 60 new prospects per year
  • In 3 years, 120 weeks=1800 prospects + Project 200= 2,000 prospects

What that Produces? GOAL OF $200K/Year

Key is NOT AUM but I.U.M

Key is NOT AUM but I.U.M


AUM= Assets Under Management
I.UM.= Income Under Management


Manage $4 Million of I.U.M., then 5% to Investments & Protection =$200K

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