My Resolution

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troll's picture
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Joined: 2004-11-29

OK, Thats it.
I almost forgot why I came to this board in the first place. That is, to get good ideas, maybe help some newbies, and find new ways to grow my business.
I RESOLVE: I will never ever again respond to the posts of one multi named troll who provokes bashing and arguing on these boards. I will use these boards for their intended endgame, which is to help and be helped. The troll (s) can say anything they want about me or to me, I will ignore it.
Lets all try to renew this community as a mutually helpful one!
Take the example of the Judge. We all have a lot to offer each other. End the horseh#t.
What is the one idea you are currently using to grow your business?

echo's picture
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Joined: 2007-06-01

Beg your pardon...who is doing the promoting here?
Here's your true colors:
pratoman wrote:
I came here looking for constructive comments, and I found them:
That is Bobby Hulls comment: Please go kill yourself!

Reggin's picture
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Joined: 2005-09-03

pratoman wrote:
What is the one idea you are currently using to grow your business?

Waiting for low producers in my branch to go indie then calling their clients.

Broker010's picture
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Joined: 2007-06-01

Now hear this: Reggin's big business building idea is "waiting". Let no man doubt his business acumen. He has so much to teach us all. Sorry all, I'm so starved for pertinent info affecting my business that I've sunk to officially trolling.

Reggin's picture
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Joined: 2005-09-03

I'm well above 100MM AUM.

Maybe you should do a little more waiting and a little less gum flapping.
Way to derail Pratoman's honest attempt at making this place more
respectable!

Broker010's picture
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Joined: 2007-06-01

You're right. Waiting for attrition is so much better that hosting seminars, cold/warm calling, networking and proactively gathering referrals (as I do). You are truly a font of wisdom not only for Pratoman, but for the rest of us as well.

troll's picture
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Joined: 2004-11-29

I'm focusing on developing CPA relationships. During tax season, I sent out a letteer with a returnable form asking clients to sign giving me permission to take the load off them by forwarding their gain/loss to their CPA. I then called the CPA's letting them know it was gcoming. After tax season i held a CE Credits seminar and invited them all. Now I'm contacting them one on one to get together and learn about each others practice.

Broker010's picture
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Joined: 2007-06-01

pratoman, For what it's worth, I think you're on the right track. CPA networking is very effective, but it takes time. Keep up the relationships, but don't expect immediate referrals. The only other insight I have is BE YOURSELF. Don't try yo become some salesman character. Talk to your prospect, clients and network the same way you talk to your family and friends. Lastly, when in doubt, do SOMETHING. Either schedule a seminar venue and begin preparing a presentation, pick up the Hill-Donelly directory and the phone, or invite a CPA out to lunch. 

Reggin's picture
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Joined: 2005-09-03

Please read his ORIGINAL question over again. I have it here for you:

"What is the one idea you are currently using to grow your business?"

one idea - Obviously not ALL of the things that I am doing. It's just ONE.

currently - For the next couple weeks. Hence the word currently. I think our
branch will lose a few people, nothing wrong with taking advantage of this
situation.

Once again please refer to my last post to you, the part about gum flapping.

Broker010's picture
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Joined: 2007-06-01

You nailed it, Reggin. That's the one idea he was looking for. You whining like a failing trainee.

Reggin's picture
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Joined: 2005-09-03

Whatever. It's an idea, one I am currently using. You don't have to like it
nor does he. Did you have any IDEAS of yours to contribute or would you
like to continue hijacking this thread?

Broker010's picture
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Joined: 2007-06-01

Reggin, old pal. Go back and re-read every post on this thread. Who is the only contributor of ANY sales ideas? Good luck to all who care about their business enough to look for sales ideas here on a weekend. To someone who accuses anyone of "hijacking" this thread, you'll get exactly what you've earned, a bigger chip on your shoulder and an inadequate paycheck. P.S. My current, most successful idea is to invite my best clients and a friend(s) of their choice to be my guests on a fishing trip aboard my 30" center console to a day of offshore fishing locally, or, if the prospect is big enough, to a long weekend big game fishing in the Keys, also on my boat. I thought this was too specific to be of use to some, so I tried to give sound, non-specific advice. 

troll's picture
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Joined: 2004-11-29

"...fishing trip aboard my 30" center console..."
You have a 30 incher? WOW that's big even by internet standards! (ever notice how everybody in porn has such small hands?)
I guess you could use it to fish with (You could jump rope with that thing! We'll never fit it on the record jacket!) if you're into that sort of thing! Put a bobber on the knob!
What's working now? Munis.
But also what Reggin said, except I don't have people leaving my firm, I have people looking to join it. I get the fun of picking off clients of the other firms in the area that are in a state of flux (like Smith Barney, but if I were elsewhere then the AGE clients would be getting a soothing message of stability in an age of turmoil!). If you don't work for/with WB or AGE and there is an office around you, you should be shaking off all that low hanging fruit!
If you are and AGE broker, you should be spending all your time cooing "serenity now" into your client's ears! 

Broker010's picture
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Joined: 2007-06-01

Whomitmay, You missed your true calling as a middle school typing teacher. Haha.

troll's picture
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Joined: 2004-11-29

I'll ignore all the stupid drivel and stay constructive.
Broker010 - good advice. I have one CPA I've been working with and he consistently sends me the best referrals I get

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