Your Existing Power Base

To build up your clientele as quickly as possible, your first task is to make a list of your Power Base – these are 100 people who you already know. These aren’t necessarily your first 100 prospects; they’re just 100 people who you can practice your presentation on. Some of them may want to apply for coverage after seeing it, but you’re really looking for two things:

  1. Lots of practice and feedback on your presentation
  2. Referrals to people THEY know who would be great prospects

To build out your “Hot 100”:

  1. Start with your Power Base
  2. If your Power Base falls short of 100 people, fill in the rest based on your past experience. If you have experience working in restaurants, for example, make that list heavy with restaurateurs in the area you’re going to work, since you already speak the language. We subscribe to several lead sources so this is a simple process – just let us know you need more names on your list.
  • Use this spreadsheet to get your list started – it has lots of memory joggers on it. Just click FILE > MAKE A COPY to get your own list going.

Then, the Friday before Sales Academy, call through that list to set a minimum of 10 appointments that are ready and waiting for you when you graduate.

Most new agents are shocked at how many people they actually know and can reach out to immediately when they use our memory joggers. One of our sister agencies, Gridiron Financial, has a great tutorial on exactly how to approach your Warm Market.


Categories: Training

Eric Hemati

Eric Hemati

Representing Family Heritage products since 2002.

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