The Stumbling Block: Linda is a already a MDRT financial consultant and she has formed her own pool of 100++ clients after being in the industry for 5 years. She does not have enough time to keep doing cold calls anymore although she started her career by doing cold calling and she is highly effectively in converting cold calls into appointments, and appointments into sales. She realized that if she spend time focusing on her existing clients, the appointments will start to dry up after a few months. And when her appointments from warm market starts to dry up, she will start to do cold calling again. This inconsistency deters her from bringing her career to higher high, to hit COT or even TOT.
HOW JUZZ LEAD GENERATION FOR FINANCIAL ADVISORS SOLVED JASPER PROBLEM?
Juzz recommended the “Sales Appointment Settings Package” to Linda. A sales package where advisors will go and meet the prospects and do a financial review or wealth-sharing session. Out of the 50 appointments set, Linda managed to meet 18 of them and closed a total of 6 cases. She was very happy that she finally has found a outsourcing partner that can make her production more consistent and she renewed her package again and again for 3 times as of 23 Aug 2023. Her goal is to hit COT next year
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