How to keep track of dials?

9 replies [Last post]
Ulairi's picture
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Joined: 2011-11-17

How do you guys keep track of your dials? I just use a tick sheet but I'm wondering if there is a better way to do it.

biggamejames's picture
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Joined: 2012-02-12

I begin production in August, and I am actually wondering this same question? How can I keep track of dials intuitively?

ECD's picture
ECD
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Joined: 2011-07-13

I use the good old fashion tick method. I have a legal pad just for that. I have columns for dials, contacts, presentations, and prospects. I only go 25 ticks a line, so 4 lines is 100 dials. I put the 100 dial markers up to 300. I then feed those results into an Excel spreadsheet for each day. The summer has been SUCKING for me on dials, but I have brought in a lot of money that came from dialing earlier in the year. So not all bad. But my pipeline is getting dusty...back on the phone!

Amber_M's picture
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Joined: 2011-12-26

I had a bunch of paperclips (50 actually). Each day I'd dump them from a bowl onto my desk. After each connection (not a dial, but a real human) I'd put one of the paperclips into the bowl. When there weren't anymore on my desk I could do something else.

Don't over think it.

Amber

All The Way's picture
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Joined: 2011-09-20

Yeah...I like that one.
By the way, what size paperclicks......does it make a difference using the little metal ones...or is plastic good.

Amber_M....been a while...glad to see you are still around.What a summer.....hope all is well.
All The Way

Amber_M's picture
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Joined: 2011-12-26

All The Way wrote:
Yeah...I like that one.
By the way, what size paperclicks......does it make a difference using the little metal ones...or is plastic good.

Amber_M....been a while...glad to see you are still around.What a summer.....hope all is well.
All The Way

Thanks for the well wishes. This year (keeping my fingers crossed) looks to be the best year ever!

Amber

All The Way's picture
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Joined: 2011-09-20

Good....wouldn't have expectded anything less...you obviously know your craft...

here...yeah...can't complain, been a bit tense lately but all looking good....had to make a change of firms, really happy, won't be prospecting for a few weeks as I got a couple of regulatory courses to nail.
Amber_M....gotta love those eyes.....go get'em girl and keep us posted on the clips and all.
All The Way

Mr. Net New's picture
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Joined: 2010-04-30

All the way, can you tell us more about the changing of firms? What's the word? Was this a forced change or a better opportunity? Wirehouse, bank, RIA?

muqtada321's picture
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Joined: 2012-08-16

there will initial costs for set up, transition costs (such as ACAT fees) and ongoing costs. We work with advisors considering going independent.packaging boxes |
presentation folders

BondGuy's picture
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Joined: 2006-09-21

I made a sheet with dials, contacts, prospects, pitches, new accts.

Straight forward - pitches were second.third.forth calls going for a close. Close could be closing on a product or appointment. Or, even permission to call the prospect back. Anything that moved the process forward.

The dials section was number to 200. Every dial was a slash mark through a number. Once i reached 200 I reversed the slash mark.

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