The Power of 100

How do you help reps build a truly integrated planning practice? In this episode, Sabine and Heather share the seven recommended building blocks for a planning practice and the order in which they occur. From obtaining a balanced 100 activity points per month to earning $100,000 per year in renewals, you will learn a clear, concise path to success that includes the full planning process and the Granum principles that have stood the test of time for many years.

Learn how to help your reps get off to a fast start right out of training and over time build a practice that achieves both stability and profitability using all the available tools.

Episode Highlights

01:08 - What does it mean to be a planner? I hear a lot of people say, "I don't want to just sell insurance. I want to be a planner." In my experience, that statement often means, "I really want to focus on investments." I tell people all the time, if you're only doing investments, you're no more of a planner than someone who only focuses on the core products.

09:25 - Isn't that really why people come into the business? I mean, it is the unlimited income potential. I think it just says right there, the fact that reps or advisers look around themselves and they see people making so much more than that, that it does kind of get belittled. For many people coming into this, it is a big deal. It just goes to show what the upward potential is, which makes it even more amazing.

14:27 - It always starts with the core side, just because that's what pays you. That's what pays the bills while you're building the investment side. And then the investment side, once it accumulates, by the time you're in your 8th, 9th or 10th year, your trails from the investment side are really producing good revenue for you.

Contact

Heather Price Consulting