So you’d like to join the Million Dollar Round Table? Although membership may not be easy to achieve (that’s probably why it’s so prestigious and why less than 1 percent of the world’s financial advisors are members!), you can qualify if you follow these seven habits for 45 weeks straight.
- Plan your day the night before.
- Start early (8 a.m.) and stay late (7 p.m.).
- Make a minimum of six preapproaches to qualified prospects a day to schedule a future appointment.
- Have a minimum of two selling or factfinding appointments a day, five days a week.
- Secure a minimum of three referrals a day.
- Study a minimum of one hour a day.
- At the end of the day (before leaving the office or while driving home) make one more call.
For more information on MDRT membership, go to www.mdrt.org/join/memreq.cfm or call its membership department at 847-692-6378.