Call Routine

The hourly calling routine is really simple.

You make 30 calls an hour starting at the top of the hour.

Most of your calls will take less than 30 seconds to make. The reason is you’re not going to talk to an advisor every call you make and we don’t expect you to leave voicemails.

For most of the calls you make every hour, you will either get the advisor’s voicemail or their sales assistant’s.

You can leave your name and number and ask for a callback on their voicemail or with their sales assistant or move on to the next call.

What does the routine look like in practice:

Scenario 1
8 am – you start making calls at 8:00 a.m. and you talk to three or four advisors but they weren’t interested. Other than that you get a lot of voicemails. You finish making your 30 calls at 8:35 a.m.!

So what do you do now?

You can do whatever you would like! You can read the script, you can look at what the Dow Jones is doing, or you can get ready for your next 30 calls. The point is for the next 25 minutes you’re free to do whatever you want.

But at 9:00 a.m. you start dialing again and make your next 30 calls and you do this until the end of the work day.

Rense and repeat!

Scenario 2
At 9:00 a.m. You begin making your calls again and this time on your fourth call of the hour you get an advisor on the phone and they say yes to taking a meeting. You take them through the questionnaire and then submit the deal to be approved by your MD. It’s 9:25 a.m. when you finish submitting the deal.

What do you do now?

Just like at 8:35 a.m. You are free to do whatever you’d like. If it’s 9:25 a.m. when you finish submitting the deal then you can do whatever you would like for the next 35 minutes until it’s 10:00 a.m. I’m in your back on the phone. At 10:00 a.m. you start making your next 30 calls.

The #1 goal every hour is to get a yes and submit a deal.

2nd is to make your 30 calls!

Also, it is important that you start your calls in the first 5 minutes of the hour. You have a higher probability of talking to advisors in the first 15 minutes of the hour based on our data. It’s a numbers game at the end of the day! The more advisors you get on the phone and pitch the more deals you will submit.

Simple as that!