As we continue into October, it is no doubt that fall is upon us. The minds of many may think of changing leaves, hayrides or pumpkin spice lattes when asked about autumn. However, being a graduate from Louisiana State University and a diehard New Orleans Saints fan (hey, don’t judge—we did win the Super Bowl in 2009), my mind immediately goes to football. To me, there is no better fall moment than sitting in Death Valley or the Super Dome getting ready to cheer on one of my teams.
Tonight, the Saints will take on the rivaled Atlanta Falcons, and on Saturday, I will travel to Baton Rouge to watch my Tigers play the Florida Gators. As I prepare for this week’s football festivities, I can’t help but think of how coaches and players both actively look to their playbooks for quick reminders of successful strategies.
Advisors could use sales process playbooks of their own to refresh on how to keep up with client acquisition and retention solutions. We’ve put together some basic plays below to help you get started creating your own playbook.
PLAY #1: Know Who You’re Drafting
PLAY #2: Play as a Team
PLAY #3: Put Your Game Face On
PLAY #4: Keep Detailed Stat Reports
There you have it! Four plays to help you start your own sales process playbook for this season. We encourage you to familiarize yourself with these touchdown-worthy strategies to help elevate your “game,” and add your own plays that may be specific to your practice.