Journey to T12= $1,000,000

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long shot's picture
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Joined: 2008-05-24

Ok, so tomm I start production as a new advisor...I have spent much time on the forum learning from the different posts and am looking to use this forum as an accountability source as others have done in the past.  I will be posting my daily dials, contacts, prospects and new accounts along the way...Look forward to sharing results over the coming months...Cheers!

Bigballin's picture
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Joined: 2011-09-06

Best of luck, LS! Whats your background? (approx age/experience, are you at a wirehouse/Ed jones, etc)

What strategy are you going with? What are your goals?

I'm new as well. It'd be nice to keep accountable.

Golfer1's picture
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Joined: 2011-03-30

Look forward to reading your daily posts.  Wishing you the best of luck.  This is the kind of stuff that keeps me coming back to this forum.

long shot's picture
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Joined: 2008-05-24

So day one is in the books...not exact;y the day I had planned for...I had to resign from my prior firm in the morning before moving over to my new one....the morning was spent filling out more paperwork then I had anticipated and I did not get clearance on my FA number until around noon...In addition I had to go to a training class most of the afternoon into the evening which did not help....so all in about three hours available for making calls..The bulk of that time was spent trying to contact my old clients then I was able to make some cold calls....but not to miss a days numbers...Dials: 46Contacts:11Prospects: 2New appointments: 1(for complete disclosure this was from a prospect I had found at my prior firm.The goal is to have the contacts closer to 50 and the dials in the 300-400 camp...so stay tuned tomm is a new day and should not carry with it the nonsense...

American Flag's picture
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Joined: 2010-05-03

Are you taking over an existing office or a "new new?"

skeeder's picture
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Joined: 2011-09-13

Where are you?  (Firm wise)

long shot's picture
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Joined: 2008-05-24

little better today in the distraction department and was able to get in more calls...not quite where I want to be but trending in the right direction...Dials:262Contacts:40Prospects:4 (hard number for me to track because it is vague but I feel like this is a conservative figure..)I am starting from scratch but had a small book at my prior firm...I am not sure if I will get much if any from it..We will see..Id rather not say what firm I am at but it is one of the big ones...so take that for what its worth...people have heard of us...

Hacksaw's picture
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Joined: 2010-03-27

Easiest discription of a prospect to me:
I know how much $ they have, they have a need I can service, and they are willing to talk/meet

long shot's picture
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Joined: 2008-05-24

better on the calls today then past two...less distractions and was able to spend my time dialing for the most part.  Still not up to my goal yet but getting closer..Dials:450Contacts:61Prospects:7Some good prospects over the last couple days that if I am good about tracking and following up with should turn into accounts.....No reason not to but I have had problems in the past staying organized and following up....foolish especially when I have been told time and time again that is where you make your money...Today goes in the win column....new game starts in 11 hours...

long shot's picture
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Joined: 2008-05-24

I also wanted to take this opportunity to pose a question to the vets or others who may have success calling on the opposite coasts...I call strictly businesses on tf bonds but find when i call the opposite coast my contact ratio is terrible and I simply do not find prospects....I definately have not made that many calls but still just do not seem to get any traction..any suggestions or just keep dialing and take what I find?  Thanks all...

long shot's picture
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Joined: 2008-05-24

Things are starting to heat up and its getting very exciting....Orders are just around the corner...First week down at the new firm and I could not be more pleased with the changes...I have a better head on my shoulders, the atmosphere is great, and the responses I have been getting on my calls are giving indication that this was the right move..So numbers for Friday are:Dials:431Contacts:53Prospects:8 (one was a follow up contact but I counted it as a propsect...have a call set on Monday to hopefully purchase a decent clip of tax free bonds) fingers crossed...and if not no worries plenty more...still not at the 500 dials but I am getting closer...little better organization and improvement on evening calls and we are there..

long shot's picture
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Joined: 2008-05-24

Went in for a few hours today to try and contact some of my old clients....Was able to talk to three of them...confident I will get one and the other two its hard to say..one I really dont want since its a small account and the other I am indifferent about..we will see...started making some cold calls but was not getting anyone to pick up the phone so headed home..Dials:27Contacts:3Prospects:0Relaxing for the rest of the weekend...back it it monday...enjoy your weekend all

long shot's picture
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Joined: 2008-05-24

A bit of a frustrating day...Got two good prospects in the morning and then it completely went dead...I dont know if I had a bad part of my list or what.  I was getting a very low contact ratio and half the contacts I did get I wanted to hang up on them the moment they started talking.  Not to prejudge but I do not feel as though many of them were qualified at all irrelevent of wheather or not they were interested..But so it goes...The account I thought i was going to get was heading into a meeting when I called and asked that I call back so not in but not gone...Any how here are the numbers...Dials:530Contacts: 57Prospects:3 ( many more asked that I call them back in the future but again I do not feel as though they are qualified.)

FADavo's picture
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Joined: 2011-06-27

530 is a big number.  Wow.  How many dials you getting out per hour?

FADavo's picture
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Joined: 2011-06-27

also - keep rocking!  the most important thing I see is that in little more than ONE WEEK you have 24 prospects.  Thats big time.  If they are qualified and you can convert only 10% of them at 100K (min) per then you have 300K in business for 1 week of work.  Pile it up and you will be at 15 milly this year.  Top of the class stuff.  Keep going man.  

long shot's picture
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Joined: 2008-05-24

The sheets I call from have 38 names per side and I try to stay as focused as possible without breaking or allowing interruptions until i get to the bottom...I take a quick break to tally my numbers and reload/unload the coffee...I would say it takes just over an hour to do an entire sheet front and back...so 76 every hour and fifteen or so..The biggest thing that helps me get in alot of dials is focus..I see so many people in the office messing around on the internet or bsing with one thing or another and it is amazing how much time is wasted...I try to have 200 done by lunch and that takes off some of the stress for hitting my goals in the afternoon...more important then that from a long term perspective I want to earmark mornings for finding new business/prospects...This allows for time blocking in the afternoon for follow up calls and appointments...trying to keep it as simple as possible so that it is repeatable and I do not plateau...not that you can plateau until you take off....the 10 percent converting is what I have been basing my predictions on so good to hear I am at least in the ballpark....many of the prospects are not 2 month business but longer term..example is today I spoke with a gentleman who owns a small car dealership...he is ready to retire as soon as he can find a buyer for his lot and the business...he figures the lot is worth 600k and the biz about 250k...also his wife is getting ready to retire.  We had a long talk and he wants to continue to keep in touch...So assuming all goes well should be a 7 fig account but this is likely 12+ months out...thats ok though cus the crazy thing is I will need the biz then as much as i do now!! so trying to build a list of very high quality prospects to feed me today and for years to come...open to any and all suggestions if you have some..Thanks

Hacksaw's picture
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Joined: 2010-03-27

A lot of business owners are getting ready to sell their business to retire. And most of their $ is in the business. Find a good business broker to work with where you can share referrals. Check the guy out extensively because some are just real estate agents who cannot sell a house right now, but figure they can sell a business.
This way when you run across someone like your prospect today, you can ask how he plans on selling his business. Does he already have a buyer? If not ask if you can pass his name along to a business broker you work with.

Never Quit's picture
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Joined: 2011-09-19

Hacksaw,You are putting in a lot of effort, well done and keep it up. always good to read your posts. 

Never Quit's picture
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Joined: 2011-09-19

Well done long Shot, those dials are great and the number of prospects is right on. keep it up and keep posting, best threads .....

American Flag's picture
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Joined: 2010-05-03

Long Shot, what about door knocking? Are you working off a list?

K44Devil's picture
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Joined: 2011-05-11

Great stuff LS!  I'm with one of the wirehouses and start production on 11/1.  I'm planning on cold-calling to be a big part of my prospecting too.  I'm also partnering with a senior guy here on some seminars that will hopefully translate into a few higher-end leads (given my partner's target market).  Keep up the hard work and posting about it.  I'm sure I'm not alone in saying that it's encouraging to all of us newbs.

long shot's picture
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Joined: 2008-05-24

Ok..so i am giving myself a pat on the back today..we had our weekly meeting at 4:15 and I was able to focus and get my calls in...thought I had an account! Grr..guy was thinking on 75k and asked at what amount I can reduce the price and I told hime 100k..he said he just needs to look at it a little longer and then will call me back..took my info but did not get back in touch..he will be my first follow up call tomm...For my own moral I want just one new account to get on the board.  Outside of that a successful day...continuing to find some good prospects and plenty that can be thrown back into the rotation and hopefully become prospects...Tomm at some point I need to time block an hour or so to go through all the prospects I have gathered and organize a follow up campaign...I do not want them to get lost or go cold...In response to the door knocking question...ugh....I have alot of respect for people who are able to do that and get business from it...my only problem with doing it for "ME" is that I will not be consistent and I am very weak at it...I just cant stand it...If I had to dk to be succesfull in this business I do not think I would do it..Sounds like a loser mentality but its true..I am not that charming and have never had much luck with it.  I know many who have essentially built their biz from it but not this guy...I do work off of a call list of business owners in my area...Dk may speed up the process but I will take the hours on the phone dialing as a trade off to knocking on doors..to each his own though..Dials:490Contacts:64Prospects:6Functioning brain cells left: 5(dont have many to start with but I am fried today)

All The Way's picture
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Joined: 2011-09-20

Super well done....great start to your week....keep it coming.

long shot's picture
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Joined: 2008-05-24

I want to try and ratchet up my dials and contacts here but I simply just get too tired...so I will probably need to stay around this level until i get more "in shape".  I have read posts by bond guy talking about working from 7:30-9:00..I just dont have that in me right now but wish I did...Any how..ok day today..few more good prospects...they are really starting to pile up..I can only hope I can start closing some at a good rate starting over the next few months.Dials:493Contacts:67Prospects:6New account new account come out come out wherever you are....I will find you..

All The Way's picture
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Joined: 2011-09-20

hey, well done> i enjoy reading your daily activity reports. Keep on the phone and stay healthy....it's a marathon....the accounts are already there...just keep talking to the new prospects in the pipeline.....and give them what they are looking for.  

long shot's picture
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Joined: 2008-05-24

Well another day in the books..lot of ups and downs today...had a few people chew me out and did not get too many good contacts in during the morning...really just wanted to go home and curl up on my bed...but since that was not an option decided to just keep dialing..made some follow up calls which made for some good movement..have another potential account in the mix and one more long term...they say the good ones take a little longer so all fine by me...since I refuse to leave before my brance manager I had no choice but to keep making calls late so I did...and bam bam bam...three good prospects in an hour block....one has 140k ready to go and is in the process of selling a few rental properties and is looking for stock and bond ideas...the other two are thinking on a bond purchase and want a call back on monday after they get the info...so maybe nothing develops maybe something does..who knows...but the opportunities are popping up..Dials:456Contacts:61Prospects:4

K44Devil's picture
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Joined: 2011-05-11

Keep going LS!  Have you started following up with any of your prospects from last week?I know one effective strategy used by a guy in my firm has been to cold call on munis just to get the conversation started.  Once he finds out what they're really interested in, he thanks them for their time and asks if he can follow up should he come across any of what they're interested in.  He then wastes no time finding exactly what they want and follows up within a week.  He's been in production for maybe 15 months and has $46mm AUM now...I'd say he's doing alright.Rock on....

long shot's picture
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Joined: 2008-05-24

friday friday friday!! not the strongest of calling days in terms of contact ratios but some is better then none..wasted most of the morning on a conference call with the manager from blackrock talking about the economy and their thoughts..I try to listen just so I do not get too out of touch with what is going on in the world but since I do not have any clients or call on the fund it was probably not the best use of time...but insightful none the less..had someone call back in response to a message i left which led to a long conversation and a meeting in the future...good prospect...solid 6 fig account and lots of moving parts...exactly what I am looking for as a result to calling on munis with a rate..she had a cd mature that is earmarked for college and the rate i was offering was quite a bit higher then what the bank has..very unlikely she will be buying tax free bonds but i get the chance to go after the whole pie..amazing how a bond call can lead to an in depth conversation about what is really important to them...also had a follow up call with the president of an energy company in the are who said flat out he doesnt want munis but appreciated my persistance..he is looking to make "substantial" purchases in a couple individual stocks and is going to get in touch with me when he is ready to pull the trigger...an in on a good prospect...these are what I am looking for!!!so today I get to walk away a little closer then I was the day before..In win in my book..Dials:431Contacts:44Prospects:5 (for full disclosure I may be doing a crummy job counting these all a tally on this forum..If I counted someone as a prospect from an earlier day and the conversation continued and advanced I check prospect again on my sheet..So if it looks like I have an obscene amount after some time that is the reason...I will try to seperate them and give a monthly summary of my efforts and results..this should be more accurate.)45mill in 15 months...thats a monster number...biggest I have ever come accross..I refuse to discredit any claims though since if you are really pounding out the calls and getting good accounts whose to say a 20mil or few 5 mills done pop up...I have no allusions of that happening for me but I guess anything is possible...45mil was more my year three goal..kudos to your guy...off to the gym..gotta crank out some weights to keep the muscles from going into complete atrophy...believe it or not sitting in a chair pounding the phone all day does not lead to six pack abs and a solid chest...more likely bi%$ T%$s and diabetes in my case...enjoy your weekends all...going in tomm and going to try some residential calls and see if I have any luck!Cheers

All The Way's picture
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Joined: 2011-09-20

Hey Long Shot,Mind if I ride shotgun. Got myself into a bit of a bind and got to bring in 6M by Christmas or else......I used to dial 400 a day when I was a broker in England but kind of fell out of the routine now that I'm back on this side of the pond. I ache to make it in this business second time around....anyways......been booking about 1-2 meetings a week sso far from cold calling but it's not going to be enough to make the cut.....been reading your posts and brings me back to where I was in 2002.......now...older and with wife and kids.....just need a bit of a buddy system to get to 5-6 meetings booked a week.........what a ride!!!!!!

long shot's picture
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Joined: 2008-05-24

All the Way, hop on board.  Plenty of room for folks trying to make it...Today was a decent day..I got an appointment set for saturday and found a 401k rollover..best part of the rollover is he currently has his money with my old firm and is quite disgruntled....ya that one will feel good....Switched it up a little today..My bond inventory would not load so I started calling on a high yield muni fund..actually got a few indications of interest..more important to that it gave me practice on calling with something other then a bond..this is good because when inventory is low or no good I wont just twiddle my thumbs..moral victory..snuck out a little early since I am a bit of chump and I stayed up too late watching football...Dials:481Contacts:43Prospects:5

All The Way's picture
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Joined: 2011-09-20

Thanks Long Shot.......really appreciate it. Been doing well on the calls and had a prospect come in this morning from a cold call done 3 weeks ago. Went very well, brought in his statements and I are-booked to  see him again next week with a proposal. There's over 500K to work with and it should go well. I got a clear day tomorrow and will be calling to book meetings..pretty much all day and part of the evening as yesterday evening was a school  meeting and today had 2  appointments.Got to say...that not only are your dials impressive, but more so you're attitude. still haven't come across any moaning or groaning about how hard it is, or the weather, or tummy problems or whatever.......I got a feeling that this thread or yours will be the longest  thread, culminating in you getting to your T-12 celebration. Keep doing what you are doing and have a great evening...catch you again  in 24 hrs.

long shot's picture
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Joined: 2008-05-24

Not my strongest day today but still moved a bit closer to my goal..We had out tuesday meeting which basically chews up most of my afternoon.  Again I was teased with a new acount today..had a conversation with a doctor who said he would be interested in my bond but was seeing patients so could not talk..he took down my number and said he would call back within the hour...hour came and went...then ring ring...he actually called back to discuss the bond..went through all the details with the bond but last questions he asked was if it was insured..I said no..he said hes not interested in it then because he only buys insured munis from my state...I am taking it as a winning dissapointment...he did not buy the bond but he is more then qualified and next time I find one that fits his criteria I am going to blow up the office phone and see if he cant buy a big chunk..got another prospect who has "significant funds" coming in 30 days and wants to get together and talk..he said he wants to work with me..so we will see..One area I desperately need to improve on is qualifying...A good friend of mine in the biz constantly breaks my balls when I tell him I found a prospect then asks how much does he have...my response is usually I dont know..I get so happy that someone agrees to talk to me and is willing to hear new ideas and talk in the future that I devalue my time by not finding out if it is good business..one thing at a time though...lesson learned today is that I need to get in earlier and start calling businesses at 8..i wasnt on the phone until 9 today and did not get my 200 in by noon...this hurts my long term plans..I did  not have any apts before my meeting so was able to get a minimum number in but slowly accepting lower numbers and rationalizing them is a quick path to no phone calls and destroying my long term goals...so tommarrow is a fresh day and will keep working on improving rather then accepting...had an interesting meeting today about the posibilites this business can offer...our firms top producer is doing a little over 12 mil in production..we took his pay and compared it to the ceo's of companies in our area...needless to say our boy is doing quite well..the difference between those at the top of the top and the rest seems to be that they never stopped prospecting and building...I have no allusions that I can get to 12mil but one or two would make for quite a nice life...well from a pay side at least...the rest is still a crap shoot..also interesting figure was those that graduate the training program in the bottom 10% of the first quartile have an average take home pay of about 560k after ten years...gigidigigidi goo...what i take from this is do not wait until tomm to try and be at the top or improve things..start today and do not stop...so with that..tomm is a new day..for now its tv time and hanging out with my four legged friend..Dials:227Contacts:28Prospects:3

Hacksaw's picture
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Joined: 2010-03-27

Long - big lesson here: always find out how much money. Maybe "significant" to them in $10k. Don't EVER be afraid to ask.
Also with the Dr you should have said "if I find an insured bond for our state at an attractive rate, how much are you looking to invest?". If it's a decent amount, then you call your bond desk to find exactly what he wants. If not, then ask him when he would expect to have $___ to invest. Call him back then with a bond that meets his parameters This then becomes a bond client and you keep updated with money he has available and issues that come out.

long shot's picture
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Joined: 2008-05-24

Did not hit my dial and contact goal today due to a welcome distraction..whats that you ask? new account!! finally got one on the books...very frustrating process...It is beyond me how difficult it is to open an account at my firm.  The information on the new account form is way more invovled then necessary to determine if an investment is sutiable..very aggrivating..in addition I learned that I need to open the act myself..I gave the form to my assistant and 20 mins later it was sitting exactly where I left it..soo lesson learned...spent more time figuring out how to actually buy something then I cared to....my old firm the new account and purchase could be done in less then a few minutes....here not so much...Dials:324Contacts:40Prospects: 1 (became customer by end of the day so technically 0 I guess..?)

All The Way's picture
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Joined: 2011-09-20

I don't know about the rest of you....but this guy...Long Shot....well....he's the real thing. Kids out there day in and day out for the last couple of weeks, new firm, hitting 400+ dials, going through the motions and putting in the E-F-F-O-R-T.I think I can safely speak on behalf of many who have built -or are re-building books of business.............. what you have accomplished in the last few weeks....is inspiring. Tommorow is Thursday.....brand new day to chip away at T-12.....relax...enjoy your 4 legged friend...and we'll catch up with you in 24 hrs.......well done .......

Mr. Net New's picture
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Joined: 2010-04-30

Congrats, long shot.  You're a machine.

K44Devil's picture
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Joined: 2011-05-11

Nice LS, the first of many.  Keep it up.  This thread is pure inspiration for the rest of us starting out.

American Flag's picture
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Joined: 2010-05-03

I won't belabor the point, but if you don't doorknock, I don't think it'll work unless you doorknock. It's a tried and true Jones formula, because your business at Jones is hyperlocal.

Golfer1's picture
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Joined: 2011-03-30

American Flag,Am I missing something?  I don't think LS ever said he was at Jones.

American Flag's picture
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Joined: 2010-05-03

Golfer, you're right... sorry.

long shot's picture
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Joined: 2008-05-24

"Nothing in the world can take the place of persistence.  Talent will not, nothing is more common then unsuccessful men with talent.  Genius will not, unrewarded genius is almost a proverb.  Education will not, the world is full of educated derelicts.  Persistence and determination alone are omnipotent. “Press On” has solved and will always solve the problems of the human race."-  Calvin CoolidgeDials:427Contacts:50Prospects:2

long shot's picture
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Joined: 2008-05-24

Past two days have been a bit frustrating..Have not really had any really good conversations and trying to keep the dials up.  Been calling alot of doctor offices which I hope is not a waste of time but it feels that way.  I cant even guess how many messages I have left with receptionists who are very dismissive and evidently make decisions for the doc.  I dont mind hearing no but I would prefer it be from the person I am looking for business from rather then the assistant...Oh well just the way it goes I guess.  Putting a lot of faith in the 400 dials and it doesnt matter what you say you will be ok philosophy because I am blindly going to continue moving forward at that pace..Any suggestions on how to improve my calls?  I have found some good prospects over the last few weeks but am always open to ways to improve...I also have come to the realization I need a better list.  It is hard to get someone on the phone and then to find they just are not remotely qualified or barely speak english is a little frustrating...I feel like I need to crank it up over 500 to 600 and call later in the evenings.  Also think I am going to have to add 200 residential dials or so on top of the 400 biz...I am willing to put in the effort and have faith the numbers will work out...Long week but taking it as a win..got a new account and an order! that happens every week and at a minimum I will survive...Dials:400 -Grueling 400...felt like 1000Contacts:43Prospects:3-being a little generous maybe..people willing to hear back from me and talk more..

All The Way's picture
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Joined: 2011-09-20

Hello Long Shot,Well done on your week.......it's a little early to change anything as you are already doing close to 500 dials a day. Having a good list makes a world of difference so if you think your calling pikers, then maybe look to talk with people who are experienced in the market and are nice enough to have a chat. I do residentails calls in good areas and it's great. I'll call in the mornings and afternoons  and will usually get 2-3 good prospects within an hour and a half. Most have over 500k in investable assets and are pleasant to talk with.......you'll be surprised by own many wealthy prospects are actually at home, because of a home business, got a cold, just retired and are starting a business, took a day of.....whatever....it's really interesting and usually they will have a chat and if you have a decent offering, they will meet. Maybe, just so you don't feel as though it's all uphill, pick a few decent zip codes in your area and give it 10 hours of calls  to change the tempo and get some meetings. I tend to call within 15 minutes drive to my office and it works great. As for doctors....yeah...it's hard to get them on the phone, but business owners and CFO's....they take calls.....CFO's are great.......they know numbers and it's part of their job to keep their ears open as to what is new in the market.......Whatever you do....don't get down because of a crappy day or so......look closly at who you are calling......and if it's a good list.....great...if not.....same plan....diffrent sheets....but 400-500 a day will put you in the top of this profession regardless of who you call, what you say and what they say....just because.......there's a LAW of averages and you are stacking the deck in your favor....... 

long shot's picture
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Joined: 2008-05-24

Chop chop chopping wood..ok day today...really did not want to go in but what choice is there?  Had a few good follow up conversations that moved a couple people closer.  Did not close but are def qualified and willing to talk more and do business in the future.  Outside of that more of the same.  Not any really good conversations on first calls and low contact ratio..going to keep plugging away..Dials:447Contacts:49Prospects:3

parad0x01's picture
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Joined: 2011-01-20

Nice work LS, very impressive numbersIs there a script or a few lines that you like using that seem to get peoples attention. Is it basically justHello Mr. Prospect, the reason for my call is I have inventory of __ state municipal bonds yielding about x%, and I was wondering if you currently invest in municipal bonds?

wont stop's picture
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Joined: 2011-10-04

hey long shot I'm a new broker with a firm that specializes in Munis.  I've been paying lots of attention to your diligent work ethic and think you've got what it takes to succeed in this business.  My typical script is this:  Hi this is ____ with ____, I wanted to give you a quick call to see if you might have an interest in a __% tax free bond.  Do you look at tax free bonds from time to time?  Does anyone see anywhere that I can improve on my pitch? 

long shot's picture
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Joined: 2008-05-24

What a world and what a business we are in.  It is amazing how one good day can erase any number of crap and get you excited about life and business.  I was stressing over a check from a new account showing up and not getting good contacts with the dials I was making.  Like magic it all came together today.  The check showed and I was able to get another 400k on the books from the client that bought my bond..In addition he is open to getting together for more of his long term planning..Has money at a big cometitor and cash on the sidelines.  In addition looking to sell his biz.  Seems to be happy with me over the very brief time we have been speaking and will likely do more business.  Always a good reminder that the man in the mirror does in fact have what it takes...and then some...I dont know why I give that guy such a hard time....he's not a bad dude..Also got more good prospects then is usual in a day...Goofy things..cold called a guy who couldnt buy the bond now since he didnt have the liquidity but told me to call his sister in NJ who is sitting on " a sh&* ton of cash".  So I called her and we talked for a while...She liked the bond and wanted to think a little more and said to call back tomm..Took my info as well...we will see how that progresses.  My dials and contacts were lower then my goal which looks like it will be the norm on tues since I have half day meetings every week..But the sun was shining, the air was crisp, my dog was happy to greet me when I got home...good day in the life of this guy whos just swinging to stay alive and awaits a better tomm.Dials:249Contacts:37Prospects:9!!To follow up on questions about what my call is....browse bond guy on the forum..Everything I say/do/aspire to be is based on his posts..No joke when I was struggling for direction in this biz at my last firm I came across his posts and istantly became very motivated.  It is a process I believe leads to success and that I am comfortable cloning.  I call em with a tax free rate and ask if they would like some..Then shut ujp and see where the conversation goes...Not fancy, not overly professional, but simple and seems to be some what effective.  I will continue to do this until it doesnt produce.  Also alll the way, I want to personally thank you for the solid advice and encouragement you have been posting since I started this thread.  In a business with so much trash talking back and forth it is refreshing for a "competitor" to be giving guidance and positive feed back...I doubt you are posting to get back a thank you but know that it is appreciated.  Part of the reason for posting on this is for good positive feed back and ways to improve...Thats all for this guy tonight..New game in 10 hours.  Cheers!

All The Way's picture
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Joined: 2011-09-20

Hey Long Shot,Thanks for the mention, Glad to have read today's post and the succesfull outcome with 400K more under your belt. Just goes to show that chipping away every day makes things happen. Myself, I signed 425K this morning from a cold call done a month ago. It was great. I'm still  5.6M short and got to get it by Christmas so , back on the phones in the morning. I got some large corporations with who I have meetings set up and if all goes well, this would help fill the gap.Have you noticed, there are over 2000 views of your posts. I think it means that there are a lot of brokers out there, prospecting for new business or re-buidling their books......and who are finding inspiration is following your progress. We all know that  sitting there, looking and sheets of names, dialling hundreds of times is a bit lonely.......but it seems there  are a lot of people who, daily, log on and check on what you did.......and are deep down......hoping that you stick at it and make it work.........Good for you for posting daily.....better yet.....good for you for prospeting daily. Well done to you...catch you in 24 hrs.

long shot's picture
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Joined: 2008-05-24

Tired..not a very motivated day....phone was heavy but still got some decent results..Dials:238Contacts:37Prospects:41 appointment set for tomm night....will qualify then set face to face...should be a good account I hope...relaxing and gettin back to it tomm...going to add a corporate directory to my calling efforts..I hope this results in a good return on investment...

long shot's picture
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Joined: 2008-05-24

http://advisorcontrol.com/how-bad-do-you-want-it/not sure if any of you have seen this video..friend of mine shared it with m and i really liked it..its not the strongest video but the message i think is spot on..hope you all enjoy

All The Way's picture
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Joined: 2011-09-20

Hey Long Shot,Remember I mentioned that meeting with the corporation.....well it well very well. Could put me quite a bit closer to my goal...anyways...thought I'd let you know.......came from a cold call.......very well know company and we have the products to fit their needs. Should get news by the end of next week...I really hope this goes through.....How was your day.........???? I know you will make T-12..........I look forward to today's post.

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