I am a new advisor with WFA within the first few month of production and I would like a little feedback/help/refining with my daily goals.
I have read the posts with regard to number of dials vs. contacts but it seems to me the goal should be to set appointments. So my goal each day is to set one appointment for the next week. Obviously, if I set that appointment on the first call I would continue to work throughout the day to set more appointments. But, if it is 5:00 PM and I set an appointment then I go home. If not I stay to the sooner of setting an appointment or 8:00 PM.
I always keep track of my activity, such as number of dials and contacts. I do find that roughly 200 dials/day = 1 appointment. Please note that I'm not necessarily dialing 200 cold; some are warm calls or prospects I've been dripping on that may end up being that one appointment.
What are your thoughts? Would 5 appointment each week translate to success in this business?
Thanks in advance