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  • 10 Takeways FR 2023

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    Jayson Lanuza
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    The document provides 12 takeaways for financial representatives during uncertain times. It recommends staying positive, continually generating leads, listening more, living outside one's comfort zone, focusing on controllables, living with certainty by following plans and focusing, mastering new metrics like call numbers and conversion rates, filling the sales funnel by identifying lead sources, building programs around common problems, determining where to focus one's energy, being first to market with solutions, and recognizing that representatives are responsible for their own success.

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    10 Takeways FR 2023

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    The document provides 12 takeaways for financial representatives during uncertain times. It recommends staying positive, continually generating leads, listening more, living outside one's comfort zone, focusing on controllables, living with certainty by following plans and focusing, mastering new metrics like call numbers and conversion rates, filling the sales funnel by identifying lead sources, building programs around common problems, determining where to focus one's energy, being first to market with solutions, and recognizing that representatives are responsible for their own success.

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    © All Rights Reserved
    Download as TXT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    12 views1 page

    10 Takeways FR 2023

    Uploaded by

    Jayson Lanuza
    The document provides 12 takeaways for financial representatives during uncertain times. It recommends staying positive, continually generating leads, listening more, living outside one's comfort zone, focusing on controllables, living with certainty by following plans and focusing, mastering new metrics like call numbers and conversion rates, filling the sales funnel by identifying lead sources, building programs around common problems, determining where to focus one's energy, being first to market with solutions, and recognizing that representatives are responsible for their own success.

    Copyright:

    © All Rights Reserved
    Download as TXT, PDF, TXT or read online from Scribd
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    of 1

    10 Takeaways for FR

    1. Be positive and see posibility


    -- alway be present
    2. continually play Offense
    - Continue to lead generate
    - Continue to examine your expenses
    - continue to check your capacity
    3. Listen More then ever
    -
    4. Live outside your comfort zone
    - being comfortable on uncomfortable market
    - who and what deserves your energy
    -check your environment
    5. Focus on what you can control
    - have clarity of your goal, and knowing who you are.
    6. Live with certainty in uncertain times
    - follow plans, focus
    7. Master your new Math number
    -How many people do you need to call and what’s your new conversion rate.
    8. Fill the Funnel
    -identify effective mofirs
    - work on database
    - generate events for your database.
    =How many MOFIR’s are recommended? It’s recommended that we have 3-4 secure lead
    gen avenues.

    9. Build your mofir


    -identify what the problem is and package into program
    10. Determine who and what deserves your energy

    BONUS -

    11. Be FIRST- being first in remarkable

    12. You are the one -

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