Background

Deon came to us through a referral from one of our working partners. Deon is an incredible advisor, confident and we could tell he had a lot of potential, but the biggest issue was his focus.

Deon had previously been attending courses, meeting everybody that he knows in the attempt to learn from everyone and create his own process. After years of doing that, it was clear that it wasn’t working out, despite some of the strategies deployed working extremely well for others.

Moreover, he has been promoted to a manager, which took away even more time off his sales production.

The Process

After going through multiple coaching calls, we identified that Deon’s business needed a clearer system and leverage, with a better way of getting his clients, all while managing his team.

We realigned his existing prospecting methods and refined it, including grabbing the lowest hanging fruit of servicing his existing clients and attaining referrals.

Due to the very fact that he lacks time, Deon needed leverage on his time and efforts. We gave him tools to kickstart his social media presence to expand his outreach as well as establishing a referral process in his sales.

The Results

Deon received more than 10 passive leads from social media, which he had never gotten any previously. He also started to get minimally 3 – 5 referrals for almost every appointment that he goes for.

In just 3 months, he produced more than $14,000 of commissions, while managing his team as a new manager, and enroute to clearing his MDRT.