Hey guys, been trolling on here, this is my 1st post. Love the content, very motivating. I'm starting a straightforward SEP and SIMPLE cold calling campaign with small businesses in my local area being that tax season is right around the corner. Figure it's always a good time to talk tax deductions with SBOs, but none better then these next few months.
Script will roughly be "Hello Mr. SBO, this is Yourfavoritebroker at a Firmyoucantrust. I help SBOs just like yourself reduce their tax liability by opening SEP and SIMPLE IRAs. "
If "yes, I was just thinking about how I needed to do that" - then i'll close for an appointment.
If "no way, I don't take solicitations" - On to the next one.
If "maybe, tell me more." - I'll roll about the cost efectiveness and simplicity of those retirement plans. I'll try and close for the appointment after, if not, I'll send info, follow up, and move on.
You guys know the drill.....what do you think? I know getting past the gatekeeper will be rough, so please don't inundate this thread with gatekeeper talk. I will be going old school, calling right out the phonebook. Just scrub and call baby. Keep you guys posted on the results weekly, I'll be mixing in residential cold calling, and I have a seminar lined up with a CPA that I've been forging a relationship with. Anyone want to join and update results is more than welcome.
I'll leave you all with the first thing my mentor told me when he brought me into the business. "Life's great when you bring in the assets"...boy is he right..he has just under a $100 million book all in recurring revenue. Only does C share, managed money, and VA business..dude comes in, counts his trails, fields hand holding calls with clients he's had for almost 2 decades, and plays solitaire, and STILL brings in about $8 million annually in revenue from clients bringing him more assets and referrals...it's an unbelievable thing to see. GO GET EM BOYS, THEY'RE OUT THERE!!