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title: $50,000-Income Game-Plan description: [AFW M.4 | AFW M.1.50] If you follow these five steps, you will earn $50,000+ income (and multiples of it). published: true date: 2026-06-30T08:09:17.448Z tags: editor: markdown dateCreated: 2021-06-08T01:51:58.802Z

Watch AF MKOM 1693: 6-Step Sales Process + The Universal Prospecting Ratios VIDEO

Watch he $50k-Income Game-Plan walk-through (2022-12) VIDEO

Watch AF MKOM 1645 - $50,000-Income Game-Plan VIDEO


What Is the 50GP?

It also goes by the moniker: 4-4-2-2 (4 prospects per day, 4 appointments per week, $2k revenue per week, 2 referrals per week).

The 50GP is based upon The Universal Prospecting Ratios (N ► 8 ► 5 ► 4 ► 3 ► 5).

Watch The Six Step Sales Process. VIDEO

The 50GP is the culmination of over three decades training and observing the top advisors in this business. If you follow these steps, you will earn $50,000+ income (and multiples of it).

Earning $50,000 of income (and getting to 50 securities accounts) should be your first priority. Do this as quickly as possible - before focusing on a residual income and before building a team.


Step 1: Prospecting

  • Objective: get someone to agree to have a conversation with you regarding their retirement planning.
  • Action: Make 1 - 4 prospecting attempts per day.
  • Prospecting is the driver of the system - nothing else matters if this is not executed properly.


Pro-Tip: Use the Coffee Script.

"If you say our prospecting question (coffee script) to 1,000 people in the next 12 months, at the end of that time you’ll be at the top of this profession and you’ll stay there for the rest of your career." -Nick Murray


Ratio: Every "N" prospecting attempts ► 8 Client appointments set-up ► 5 actual appointments conducted


Step 2: Presenting / 1st Visit Client Appointment

  • Objective: get your prospect to agree for you to create a retirement plan for them.
  • Action: Conduct 2 - 4 client appointments per week.


Step 2.5: Case Design


Ratio: Every 5 client appointments ► 4 will agree to having you create a Finished Plan for them


Step 3: Proposing / Presenting the Finished Plan

  • Objective: Present your recommendations and strategies, and answer their questions. Sometimes this step spans over multiple meetings. Give them as much time as they need. Remember, you're not a salesperson, you're a professional advisor.
  • Action: Present 1 - 3 Finished Plans per week.

Ratio: Every 4 finished plans presented ► 3 will become clients


Step 4: Closing / Onboarding


Ratio: Every 3 clients ► you’ll get approximately 5 introductions


Step 5: Getting Referrals

Pro-Tip: your goal is to build a 50% referral-based business.


Bonus Step: Follow-Up



Two Tips

  1. If you are having trouble with any given step, then you must amplify the previous step, and avoid the temptation to engage in the"avoidance behaviour" of over-analyzing the "cause" of the troublesome step.

  2. 20% of your business-time should be spent on Self-Improvement. The other 80% should be spent on Steps 1 - 5.