The Game of Numbers: Professional Prospecting for Financial Advisors

About this book

The Game of Numbers is written in four essential parts, rather than in multiple chapters. Those four parts BELIEF. Our ability to persist in a long-term, high-volume prospecting effort is primarily a function of the experience we believe we are having. Most of us unconsciously believe that when we prospect someone who says "no," we experience the "pain" of "rejection." Because there is so much "no" in high-volume prospecting, most advisors get taken out by the perceived pain. BEHAVIOR. Belief dictates behavior. Just as a belief in the "pain" of "rejection" must cause its victims to stop prospecting, a belief in the power of prospecting with your own authentic self, combined with an unwavering faith in the efficacy of the law of large numbers, must lead to long-term success. It is a mathematical certainty. ENDURANCE. This section of TGON lays out a daily prospecting program based on the training program of an endurance athlete. In this methodology, you discover the basic level of prospecting your anxiety will allow you to complete. You standardize this into a daily program. Then, as you get stronger, you expand your capacity slowly but consistently – as a runner or a swimmer does – training, but not straining. SKILL. This last section of the book develops a series of specific skills, including a variety of very low-key conversation-opening scripts, non-threatening offers that get appointments, and thought-provoking ways to handle Q&A/objections.