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Top 10 Activities of Million-Dollar Producers

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

10. Meeting With Staff to Make Decisions, Guide and Motivate


You can’t do it alone and expect to have a growing million-dollar business. Top producers know the critical importance of having a sharp and motivated team.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

9. Meeting With And Delivering Solutions to A+ and A Clients


Whether you meet quarterly or annually, effectively keeping your top clients up-to-date on their situation is a key part of every advisors job.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

8. Planning/Thinking Time


Striking the right balance between planning and implementing is a key skill of top producers.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

7. Developing Centers of Influence


By expanding your network to include centers of influence, you can grow your business exponentially.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

6. Deepening Relationship with A+ and A Clients


In order to receive new referrals from A+ clients, you have to do a great job for your best clients and help them see the value you provide. Spending time with them to deepen the relationship, whether it’s in a professional or social setting, is the way to do it.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

5. Cultivating A+ Referrals


New clients are the lifeblood of a healthy business and top producers actively cultivate new A+ referrals through various business-building activities.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

4. Deepening Expertise Through Reading, Attending Conferences, Coaching and Peer Networking


Top producers are always growing—and that means growing their professional expertise and actively seeking new peer-to-peer relationships.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

3. Taking Care of Health and Fitness


You can’t help your clients if you’re in poor health. A side benefit here is as your health improves, so does your energy level—and that enables you to get more done.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

2. Communicating With A+ Clients


AT&T used to say, “Reach out and touch someone.” Top advisors spend significant time reaching out to their best clients via quick phone calls, emails or notes.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

1. Reviewing Client Goals and Objectives, Managing Assets and Research


This is your main role as an advisor — spending the time to help ensure your clients’ goals and objectives are being met.

Top 10 Activities of Million-Dollar Producers Top 10 Activities of Million-Dollar Producers

Top 10 Activities for Million-Dollar Producers


A study of million-dollar producers conducted by Peak Advisor Alliance indicated that 10 key activities accounted for approximately 75% of their average week. Steve Sanduski, the author of our new blog, “The Prosperous Advisor,” examines these activities and why they are so critical.


Check out Sanduski’s countdown of the top ten in the order of the percentage of time million-dollar products spent in each area.

A study of million-dollar producers conducted by Peak Advisor Alliance indicated that 10 key activities accounted for approximately 75% of their average week. Steve Sanduski, the author of our new blog, “The Prosperous Advisor,” examines these activities and why they are so critical.

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