AUDIENCE: All sales managers

COST: Members: $595; nonmembers: $795

DELIVERY FORMAT: Study group – internal facilitator

PROGRAM LENGTH: Group paced

For years, Mike White, one of GAMA International’s past presidents, told his new associates during orientation that “most advisors fail not because of what they don’t know, but because of what they don’t do.” Yet for most people, measuring objective data on a timely and consistent basis is unrealistic without some sort of collaboration, activity management, and, most importantly, accountability.
The program is built upon three principles that also form the foundation for building a successful financial services practice: collaboration, activity management, and accountability. Business Builder Plus ™ ensures that more advisors have the opportunity to collaborate with their peers to garner success, to do what is needed, and to live the life they dreamed of for themselves. The program is a method of setting goals around sales activity and then meeting with a peer group to review these goals, share best practices, and motivate one another to achieve more. The system of mutual accountability in a collaborative peer group that measures objective data on a timely and consistent basis is designed to provide feedback on ways to help you build your business and achieve your goals.

You will learn how to:

  • Set goals — benchmarks that will drive practice
  • Keep score — monitor and measure high-payoff activities
  • Meet — review goals, share experiences, and motivate one another
  • Analyze and adjust — determine the factors that affect agents'/advisors’ businesses

What the program includes:

  • Field Leader Guide
  • Moderator Guide
  • 5 Participant Guides

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