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Tier 25 Set Up

John T Baier,

CLU,ChFC,CFP,CLF,MSFS

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JOHN T. BAIER

CLU, ChFC, MSFS, CFP, CLF

GAMA International HALL OF FAME

Past President GAMA International

Author “THE 25 POINT SYSTEM”

48 Years Experience

Managing Partner New York Life

Company Executive SMNYL

Member of GAS Study Group

International Business Consultant

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89 out of 100 FINANCIAL ADVISORS HIRED THIS YEAR WON'T SURVIVE THE FIRST THREE YEARS*

89 %

REVERSE THE ODDS

ATTRACT, DEVELOP AND RETAIN A NEW GENERATION OF PRODUCERS

Study on employee engament in finance services report 2018 by TINYpulse

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ABSENCE

Proven

Process

Accountability

Clear

Goals

WHY

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Why Is the process important?

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80 %

NO GOALS

16 %

4 %

1 %

HAVE GOALS

WRITTEN GOALS

REVIEW DAILY

Source: Mattison Enterprise, Inc.

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80 %

NO GOALS

16 %

4 %

SOME GOALS

WRITTEIN GOALS

REVIEW DAILY

Source: Mattison Enterprise, Inc.

1 %

THE 1% EARNS 9 X MORE THE 16%

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WHO NEEDS TIER 25

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Only Two Ways To Get To The Next Level

IMPROVE

SKILLS

IMPROVE

ACTIVITY

1

2

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Only Two Ways To Get To The Next Level

IMPROVE

FOCUSED SKILLS

IMPROVE

FOCUSED ACTIVITY

1

2

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THE 25 POINT SYSTEM

Planning Process

Strategic Plan
Vision
3 Year Vision

Annual Plan
Quarterly Plan
Weekly Focus Plan
Daily Implementation – Points System

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The Need for this Process has not Changed

The Method to Accomplish is bought into the 21 Century

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Helps managers condition new and emerging financial professionals to the prospecting and selling habits that ensure their success.

Designed exclusively for the Financial Services Industry

Modeled after GAMA Hall of Fame inductee John Baier's 25-Point System

Not a CRM! Tier 25 includes Customized goal setting, real-time activity tracking, and gamified progress reports to fit your organization

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SETTINGS

ESTABLISHING

GOALS

www.25pointsystems.com

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configuration

www.25pointsystems.com

Establishing Goals

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And remember hitting the weekly focus plan is what will get you to your customized goal.

NEW

Weekly

Focus Plan

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Congrats!

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DAILY

POINTS

www.25pointsystems.com

mobile application

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Congrats!

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NEW

Features

www.25pointsystems.com

Will let you know where you stand within your organization while protecting your privacy, no names will be displayed.

LEADERBORDS

Exciting

Features

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You can see at a glance who has entered any activity for the day

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www.25pointsystems.com

EFFECTIVENESS PERCENTAGES OF MANAGER

EFFECTIVENESS PERCENTAGES OF AGENCY

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General Manager

Unit Manager 1

Agent

Unit Manager 2

Agent

Unit Manager 3

Agent

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Roll of the Manger

Help Them Find Their WHY
Help with the Set Up Screen
Monitor during the Day
Set up WhatsApp Group
Send encouraging Text

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THE 25 POINT SYSTEM

OTHERS

Customized to the Advisor
Activity Driver, Not Just Tracker
Incorporates Periodization
Bulletproof
Monitored in Real Time
Maximizes Coaching Sessions
Time Tested
Connectivity
Artificial Intelligence Coming

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Two Most Important

Things for Agents

Track Activity As It Happens

Hit Each Weekly Focus Plan

1

2

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Our Clients

MIGUEL SEGUNDO

Director General de MAS ASOCIADOS

Maritz Abellera

Manager Sunlife

Lorenzo Gallardo

Top of the Table

John Stagg

Managing Partner New York Life

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Luis Cuevas and Vero Bernal agents for SMNYL, completed there fourth year in the business in December. 2018.

LUIS CUEVAS

VERO BERNAL

They both made Court of the Table using Tier25 and still Qualify.

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