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• Mission Vijaypath

You are a leading Financial Advisor. You have lot of Prospects. You maintain diary every year to note down reminders for telephone calls & meetings. But still you are not able to complete your target within specified time limit & you fail to achieve MDRT / COT / TOT.

• You may not be well organised.
• You always miss your appointments.
• You waste your time if any appointment is cancelled, because you don't remember other customers who stay nearby.
• You don't remember what was the conversation with prospect in your last call/meeting, which was carried out few months/years back.
• You fail to handle objections raised by suspects while taking appointment on phone call.
• You are not able to do follow-up of prospects, even if they have rejected you in the past and gone in sleep mode.
• You fail to generate new business from your existing customers, because you forget to review them regularly after a particular period of interval.
• You have not carried out your prospect list written in last year's diary into current year.
• You are not able to decide expected premium from prospect, because you fail to identify networth.
• You don't know that how much business should be brought daily to achieve target.
• You are not able to properly distribute the work-load of clerical type between your assistants.
• You are not able to do self-evaluation & see your calls to meetings to sales ratio.

Start using Winner Plus, and you would experience how easy it is to do continuous Prospecting, without missing a single Suspect! Truly great things will quickly begin to happen!