Activity measured. Results delivered.

Rooted in Al Granum’s – Building A Financial Services Clientele, the MyTomPoints (MTP) accountability app is a tracking tool that drives the daily habits of success for Financial Advisors. MTP’s represent the basics of the business; phoning, seeing people, and prospecting. Do these three things exceptionally well and you will have an exceptional career.

The MTP formula is simple;

  • 15 dials = 1 point
  • 1 kept appointment = 1 point
  • 1 referral = 1 point

The MTP’s are a daily measurement of a win or loss. Seven points a day (two from dialing) is the minimum you should be getting. You will realize the greatest amount of growth from consistently doing 9+ points a day. Getting your points daily in a balanced way between phoning, seeing people, and prospecting will allow you to find rhythm in your practice.

Getting your MTP’s every day requires a great deal of discipline. This discipline is necessary for a successful, and more predictable, financial services career. Phoning, seeing people, and prospecting not only represent the basics of the business but are also;

  • The three revenue generating activities
  • The three things in your business that you can control
  • The three things you should be fighting for every day

Phoning, seeing people, and prospecting are the only activities you should be doing during your golden hours. If you have an appointment cancel, re-engage in another revenue generating activity. This level of discipline will drive your success.

Fight to get to your points every day and realize the success you desire!

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