Making an outbound phone call creates the momentum you need to fill out the rest of the IMPACT Tracker. You can't control how many people pick up the phone, but you determine how many calls you make! The trick is learning who to call and when to call them. We call that your Theme Day.
When you pair theme days with your next touch dates, it gives your IMPACT Tracker that much more significance!
There are four pillars in your business.
- VIP LIST (Wealth Team)
- Target List
- Top Clients
- Team
This training will help you prioritize your lists to different days of the week. In doing so, you will create a plan for serving and growing your Cadre.