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

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!

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

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

[quote=All The Way]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[/quote]

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

Amber

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

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?

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

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.