It Still Works! Simple Tax Free time Tested Approach 25 years and ticking...

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dashover's picture
Joined: 2009-10-07

I've tried everything!Seminars, Cold Callin, Shows, Referals.I keep prospecting because my ave client is 76 years old...Everything Works a bit.  Day 1:  The man said if your're good ; 1% will be interested...If your're really good 2% will be interested..If your're outstanding 3% will be interested... You're Still gonna get slapped in the face 97 times...'But what keeps working is Name Recognition and Urgency... and Personal Contact.-----------So' call with a recognizable nameXyz Private School in wealthiest area/ Best local University/ Best local hospitalHas some new bonds available paying near 5.5% tax free ; like getting 7% taxable  yada yada$100,000 in future value requires $40,000 today  ( for a zero) , or $100,000 will pay you $5535 a year.Either ; We have $230,000 left... How many can we put you down for?or Why don't we get together for a few minutes to see if these make sense getting added to your overall portfolio?Normally these bonds come and go ; but you can usually find something comparable and we may determine they need to use another approach after a full review in person...----------The meeting starts with 1 question:What would you grade the approach or advisor you've used for the last 5 years? A-F? (like back in school).You either get an A,  ( no hope)or C  (a huge window),Ok if I can show you how to get to an A, Would we have a chance to do business? If yes, you're off to the races...My ( 1 spot for All your news,,,)               

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