Client Services

when we reduce the radius, we always cut it in half

10 to 5 miles

Then 5 to 3

Then 3 to 1

 

We don’t just do what the client wants in terms of radius reduction:

 

Since you have received more than 5 leads in 5 days, we have reduced your radius from 10 miles to 5 miles.

If you continue to receive more than 5 leads in the next 5 days, after today, we will reduce it to 3 miles (per your request)

And If you continue to receive more than 5 leads in the following 5 days, we will reduce the radius to 1 mile (per your request).

Please check the change to verify our accuracy as you maintain responsibility for selections in your account.

1. The ONLY conditions needed to reduce radius is that

a) advisor radius must already be at 10 miles or less

b) they receive more than 5 leads in 5 days

c) they make the request

d) IT DOES NOT need to be a 1^st or third Thursday