Have a KICK Butt system - Never run out of people to see by Bryan Daly published on 2017-12-08T11:32:28Z Have a KICK Butt system (In this Order Each Time) There’s power in consistency and consistency projects Power. • Simple Rules For Getting First Meeting o Never Sell on Phone or poor environment o Both Decision Makers, Fewest Interruptions o Will Meet 3 Times o Nothing will Be Bought on First Call 1. FIRST MEETING / INTRODUCTION / DATA COLLECTION a. Tell them about you (builds credibility) b. Tell them about your business (Why you’re structured the way you’re structured – better for them) c. How you BENEFIT Them (How you helped others like them) d. Referral Process (Condition to Refer to Others – How they can help you) e. Collect Relevant Data (Get all the financial data you can. Bank, Portfolio, Life Insurance, etc. - everything) f. Schedule Second Meeting Leave Helping you know sheet - Referrals | Send brochure about you, company, and how you help 2. SECOND MEETING / Presentation / Personalize $ Amounts / Walk Through Process a. Confirm Important Customer Data Points b. Do Presentation – What you would do if you were them SCHEDULE FINAL MEETING IF NO PURCHASE | Many Times they buy on second meeting | Get referral sheet 3. FINAL SELLING MEETING / GET REFERRALS a. Review any Final Concerns b. Complete Paperwork c. Take payment • Build DATABASE / CRM / Email Marketing Monthly / Implement Digital Remarketing/ etc.