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;
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;
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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