
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
AUM= Assets Under Management
I.UM.= Income Under Management
Manage $4 Million of I.U.M., then 5% to Investments & Protection =$200K
