How to build a “Million Dollar Team”
Back in the 1980s, I was one of the first to start proposing “the team concept.” That’s because too many advisors were telling me things like “Bill, I don’t have the time to prospect.”
I conducted several studies of what advisors did with their time. By the time the studies were complete, I had made a startling discovery:
A financial advisor is worth at least $1,000 an hour in gross revenue when meeting with and talking to clients and prospects.
This discovery raised an immediate question: how can advisors get more of those $1,000 hours and less on the other stuff? Work harder? Longer? Delegate?
Too many were already working 50-80 hours a week.
Conclusion: get some help so you can delegate “the other stuff.”
My guide, Surefire Team Development,will show you:
- Why a team is so important
- What the optimal team looks like, and who should fill the key roles
- The dos and don’ts of hiring an optimal team
- How to train your team to bring in more referrals, assets, and growth
- And more!
This is one of the most important documents I’ve ever written. It really is worth your time. So here’s my advice:
- Download my guide, Surefire Team Development(you can find it under “Downloads” in the bottom right)
- Read it. Internalize it. Follow it.
- Call Jill Webster at 888-495-7303 to learn more about all the various tools and resources my company provides to help you hire, train, and maximize your team.
Remember: you are worth $1,000 an hour when meeting with and talking to clients and prospects. But you need a team to get there, the Surefire Team Development will help.
BILL GOOD MARKETING – First in the industry at helping FAs build their “Million-Dollar Team”
Is your team designed to help you grow? Ask yourself:
Your Answer |
BGM System User |
|
|---|---|---|
Is your calendar full of telephone appointments and personal meetings? |
? |
YES |
How much time do you spend personally dealing with client service problems? |
? |
NONE |
Do your clients ever call you directly, even when it’s not convenient for you? |
? |
NEVER |
Is your staff trained on how to effectively promote referrals and find additional client assets? |
? |
ABSOLUTLEY |
Do you have a dedicated assistant for sales, and another specifically for service? |
? |
OF COURSE |
Do you have a dedicated Computer Operator to help maintain valuable client data? |
? |
YES |
If you can’t answer any of these questions, or if you don’t like the answer you came up with, Bill Good Marketing can help. Specifically, we have:
- Specific hiring packs for all the key positions on a Million-Dollar Team, containing sample ads, interview questions, and strategies for finding the best candidates
- Training modules and tutorials for all key positions, so new team members can be up and running right away
- Checklists and procedures for your staff to follow to ensure all critical activities get done correctly and on time
- Tested scripts for your team to use to effectively promote referrals, find additional assets, and schedule more appointments
- And more!
Surefire Team Development