Cold Calling Maniacs

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OkieMSSB's picture
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Joined: 2010-01-06

In your best year cold calling, how much did you add to your book (AUM, production, largest account)?Mine are: 32MM AUM, 270K in prod, 12MM

aeromaks's picture
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Joined: 2007-01-13

congrats. when was this?

chief123's picture
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Joined: 2008-10-28

1982

squash2's picture
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Joined: 2010-03-09

OkieMSSB wrote:In your best year cold calling, how much did you add to your book (AUM, production, largest account)?Mine are: 32MM AUM, 270K in prod, 12MM I think you are full of crap...3 months ago you were looking to join a team(and said you closed some small stuff).. now you are saying you brought in $32MM, with $270production and $12MM largest acount(if that is small i can't even imagine what you think big is)....

B24's picture
B24
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Joined: 2008-07-08

They are 401K plans.  Big difference.

squash2's picture
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Joined: 2010-03-09

yeah how do you know....?

OkieMSSB's picture
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Joined: 2010-01-06

Squash, easy big fella. I have done some solo stuff (about 7MM) and joint business up until the point where I did decide to join the team. All in, myself and joint efforts w/ the team, we brought in about 35MM year to date (12 months will be end of April). One was a 10MM account (personal) and another was a company with about 12 mil 401k. We are still working on the rest of the relationship - owners personal assets, 401k plan etc...This post wasn't trying to measure anything, but fire up the rookies who might be struggling. The money is out there... 

navet's picture
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Joined: 2010-02-25

People always lie about three things, how much money they make, how big their d--k is, and how smart their kids are. Just human nature I guess.

squash2's picture
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Joined: 2010-03-09

OkieMSSB wrote:Squash, easy big fella. I have done some solo stuff (about 7MM) and joint business up until the point where I did decide to join the team. All in, myself and joint efforts w/ the team, we brought in about 35MM year to date (12 months will be end of April). One was a 10MM account (personal) and another was a company with about 12 mil 401k. We are still working on the rest of the relationship - owners personal assets, 401k plan etc...This post wasn't trying to measure anything, but fire up the rookies who might be struggling. The money is out there... See that makes a difference... You never mentioned your team before.. How many guys on a team?

blackheart's picture
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Joined: 2007-02-22

OkieMSSB wrote:In your best year cold calling, how much did you add to your book (AUM, production, largest account)?Mine are: 32MM AUM, 270K in prod, 12MMWhat was your script?

squash2's picture
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Joined: 2010-03-09

blackheart wrote:OkieMSSB wrote:In your best year cold calling, how much did you add to your book (AUM, production, largest account)?Mine are: 32MM AUM, 270K in prod, 12MMWhat was your script?He started asking teams in his office if he could join them..."His" numbers were actually the team numbers....and by that measure kind of sad..

OkieMSSB's picture
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Joined: 2010-01-06

Blackheart - script is nothing fancy - "Hi Joe, this is Okie  with MSSB here in Springfield. I am calling today to see if you are an investor and if so, would you be interested in sitting down with me and discusing some ideas for your investment situation?" I am a firm believer that the script really doesn't matter, it's the delivery.Squash - the team that i joined added just over 85mil in net new money this year. About 35 mil was from my efforts (money that I had closed and then joint business once I joined the team. I am the third member on the team and we have 2 CA's. Good luck pal. A guy like you is going to need it in life with an attitude like yours.

B24's picture
B24
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Joined: 2008-07-08

squash2 wrote:yeah how do you know....?See his follow-up posts.  Doesn't take a rocket scientists to figure it out.  I will admit, I missed the fact that most of that production was born by the team he was on.  2 accounts totaled $23mm AUM, one was a 401K, and most of the rest was joint team business.  

squash2's picture
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Joined: 2010-03-09

OkieMSSB wrote:Blackheart - script is nothing fancy - "Hi Joe, this is Okie  with MSSB here in Springfield. I am calling today to see if you are an investor and if so, would you be interested in sitting down with me and discusing some ideas for your investment situation?" I am a firm believer that the script really doesn't matter, it's the delivery.Squash - the team that i joined added just over 85mil in net new money this year. About 35 mil was from my efforts (money that I had closed and then joint business once I joined the team. I am the third member on the team and we have 2 CA's. Good luck pal. A guy like you is going to need it in life with an attitude like yours.Wasn't trying to insult but you go from not making it in your earlier posts, to pulling in $32MM in one year... suspicious to say the least(I don't care, but dont' offer up advice to new people with out giving them the nugget that you joined a team).. That is like those magazines who show top producers at 33(yeah some are good, but other inherited a business and just babysit all day, wouldn't take advice from that guy unless it was how to inherit a bokk)...

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