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How To Get To $100k Per Month In Financial Services

Step By Step

Getting to $100k per month in financial services is not about luck, hustle, or copying what competitors are doing.

It’s about building a repeatable system that creates predictable revenue and then scaling that system intelligently.

This framework strips everything back to the essentials.

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Step 1: Define & Track Your Key Sales Metrics (Foundation)

Before you touch lead generation, ads, or hiring, you need visibility.

If you don’t understand how your sales process performs, every decision you make is a guess.

The 6 Core Sales Metrics

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🔁 SALES FUNNEL OVERVIEW

“Sales is a series of small conversions - from lead to referral.”

Here's the simplified flow:

Leads (not included as part of sales)

Contacted

Opportunity

Application Submitted

Approved

Settled

Referral Received

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The exact metrics matter less than the habit of tracking and reviewing them consistently.

Why This Step Comes First

This step exists to:

Remove guesswork

Identify where revenue is created or lost

Stop emotional decision-making

If you skip this step, everything downstream becomes reactive.

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Step 2: Build a Predictable Lead System That Can Sustain ~$40k Per Month

You don’t jump straight to $100k per month.

You first build a stable base.

For most financial services businesses, that base is the ability to consistently sustain around $40k per month in total earnings.

Why this matters:

The business is proven

Sales conversations are happening daily

Cash flow supports reinvestment

You’re no longer operating in survival mode

Your lead system must support this level predictably, not occasionally.

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The Reality of Lead Generation in Financial Services

There are only a few real ways leads are generated. Everything else is a variation.

You must pick one primary lead method that can realistically sustain ~$40k per month on its own.

Option 1: Use an Agency (Not Recommended Early)

Outsourcing lead generation early often creates dependency.

You don’t control the system. You don’t build internal understanding. When performance drops, you’re exposed.

Agencies can work later — but early on, they slow real progress.

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Option 2: Do It Yourself (Recommended)

This means learning how to generate inbound demand yourself.

Why this works:

You own the system

You control volume and quality

You understand what drives results

Scaling later becomes easier

This takes more effort upfront but creates the most leverage long-term.

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Option 3: Buy Leads (Recommended)

Buying leads is a practical way to create momentum.

Why it works:

Fast to implement

Predictable volume

Lets you focus on sales execution

Easy to scale up or down

The key is consistency and quality — not chasing cheap leads.

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Option 4: Industry Connections & Referral Partners (Recommended)

This includes:

Accountants

Real estate agents

Brokers

Advisors

Strategic industry relationships

These leads carry higher trust and compound over time.

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The Rule of This Step

Pick one primary lead system that:

You can control or strongly influence

Produces leads consistently

You understand well enough to repeat weekly

Can realistically sustain ~$40k per month

This becomes your base layer.

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Step 3: Validate the Numbers Before You Scale

Before you scale volume, spend, or effort, you must confirm one thing:

That the system actually makes money.

This step exists to prevent scaling losses.

At this stage, you already have:

A lead source

Leads coming in

A functioning sales process

Now you pause and check whether the economics work.

What This Step Is About

You are validating that:

Your sales metrics support your lead costs

Each lead is worth acquiring

Increasing volume won’t create losses

If the numbers don’t work, you do not push harder.

You go back to Step 2 and adjust:

Lead source

Lead quality

Sales process

This loop is intentional.

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Step 4: Build a Sales System That Maximises Conversion

More leads won’t fix a weak sales process.

A strong sales system will.

This step is about building a repeatable, trackable process that turns leads into revenue consistently.

A CRM is essential here.

Not as a database — but as a system that enforces discipline.

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The Biggest Drop-Off Points in Financial Services

Most revenue loss happens in the same three places:

Lead → Contacted Usually caused by slow or inconsistent follow-up.

Contacted → Opportunity Usually caused by poor call structure or weak qualification.

Opportunity → Application Usually caused by unclear next steps, low urgency, or lack of trust.

These are the stages you optimise first.

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Step 5: Systematise What Works So It’s Repeatable

Once you’ve tested and found what produces the highest conversion, you lock it in.

This step is about documentation and consistency.

You write everything down so:

Results don’t rely on individuals

Every lead is handled the same way

New hires can ramp quickly

You only document proven behaviour.

Test first. Systematise second.

This is what turns performance into reliability.

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Step 6: Continuously Improve the 6 Sales Metrics

Once the system is repeatable, growth comes from incremental improvement.

You focus on:

Improving contact rate

Improving opportunity rate

Improving application rate

One improvement at a time.

You test:

Better timing

Better messaging

Better structure

Better consistency

You never change everything at once.

Small gains compound quickly.

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Step 7: Stack Bodies to Scale (SDR → Broker Model)

Once you have:

Predictable leads

A proven sales system

Consistent revenue

The constraint becomes capacity.

This is where hiring comes in.

The most scalable model in financial services is:

SDR / Appointment Setter → Senior Broker

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How the Model Works

SDR / Appointment Setter

Speed to lead

Follow-up

Qualification

Booking or live transfers

Their job is to turn leads into qualified opportunities.

Senior Broker

Discovery

Advice

Applications

Closing

Their job is to convert opportunities into revenue.

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Why This Scales

This structure:

Protects broker time

Increases conversion

Reduces burnout

Allows predictable growth

You don’t scale by working harder.

You scale by adding capacity to a proven system.

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Final Principle

$100k per month in financial services is not built through intensity.

It’s built through:

Predictability

Systems

Discipline

Controlled scaling

When leads, sales, and people are aligned, growth becomes boring — and that’s exactly what you want.

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