Leveraging the Summer Slowdown for 3rd and 4th Quarter Success
Here’s a Tip & a Trick
In this video, we discuss how to use the summer slowdown to prepare for a successful third and fourth quarter. Learn to segment your book of business based on production levels, rank advisors using market metrics, and identify fallen angels to streamline your appointment setting process. By strategically organizing your call list now, you can ensure a fuller calendar and greater productivity in the latter half of the year. Don't miss out on these valuable tips to maximize your business growth during the quieter months.
