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Approaching 100 Bookings from a Single Day

Last Wednesday I spent most of the day with a relatively new broker that planned her first sessions sourcing and meeting potential referral partners. She found four accountants that she wanted to work with and we staggered the appointments through the day.

We ran an internal program called 'Saturn' with results that exceeded any other single partner day I've had since I implemented the program back in 1997. Of the four, three accountants didn't just formally subscribe to her program during the first meeting, but they opened up their database almost immediately. The first booking popped up while driving to the second appointment.

She had 82 appointments booked by Friday afternoon with more trickling in every few hours. We expect that the single day of effort will return at least 70m in volume. If the relationships are properly maintained we should see the results continue over time.

Think about that potential volume. She's done in a single day what many brokers won't do in two years. She's obviously had to call in the cavalry to support the deals, but her mentor, a few others close to her, and our own office, will support the unexpected avalanche.

I don't typically accompany brokers on these programs anymore, and we no longer provide the same 'managed' service. However, any broker that makes the same effort can expect results - it's entirely predicable. The caveat? One must have a formalised partner program in place, and you must approach each encounter with a bucket load of value.

You don't build your business when you're sitting behind your PC processing deals. As often as I say it, and while all brokers know it, there's one fundamental growth formula that is often ignored: More conversations = more conversions.

I often say that new brokers are easiest to work with because they haven't learned from industry dinosaurs, caveman mentors, or clueless coaches... and her results support my claim. I'm recording a short video with her this afternoon and I'll make it available in our FB group.

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