• The following data is for 22 years of business history. During those 22 years, as a financial advisor, I worked 4345.5 days in the field. I attended 12,090 “sales” calls. I asked for a referral 8,584 times. I received 10,393 referrals. I met 3121 of the referrals. 959 became clients.
• I asked people to buy insurance and/or investments 5545 times & 2255 times they bought. Over the 22 years I received $420,667 in high producer bonus income & $75,917 for high levels of new clients relative to the company average. This compensation was additive to regular AUM fees & commission.
• My business managed millions of dollars, had a large book of insurance & employed 2.5 staff people.