Take your business to the next level in 2021
With a new year comes a fresh start and the opportunity to implement new tactics to boost your business. Ideal has created a Building Momentum Kit just for our advisors that show you how to maximize your time for a better return.
CONTENT CREATION GUIDE
Use our unique guide to plan when, where and how to reach out to clients and prospects. We’ve compiled marketing tips and ideas to help you get started.
PRODUCTION GOAL TRACKER
This spreadsheet template lets you set your goals for meetings and sales. Input your actuals each month to track your progress in real time.
Learn how the Pareto Principle can help you focus your time and energy on cultivating clients who will help your business grow. This worksheet takes you through the process.
Want to know more about the Triple-A Scorecard? Watch a webinar from your Sales Consultant »
Download the Kit
Use these tools to increase sales and grow your business. Make 2021 your year to soar! Want more guidance? Contact your Sales Consultant for goal-setting and accountability, plus more resources for you, your clients and your prospects.
FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.