Left a bank B/D and joined a boutique money mgr ultimately to be part of a team. Having to earn my stripes cold calling.......again before I get to the team aspect. Spent a lot of time at a bank B/D and had warm leads to call on which wasn't that bad, massive conversion rate. Been in the business for a while now but never had to "phone book" it. Making lots of dials with not as many smiles. Calling over 200 folks a day but only getting to about 15-20, and out of that deem 3-4 as "prospects" which I follow up with and or send them material. Using freeinfo and ref usa for lead lists, the usual bit, call business for day, resi at night. I have only been at this for about two weeks and not sure if I am focusing on the right areas or times or pitch concept. What I am looking for is tips on:
1) Appointment Script vs Product Pitch (used to the appointment one but not so lucky without the bank behind me)
2) Using social media to expand presence/ i.e Linked In.
3) Creating referrals from exising clients/ i.e. dinners, seminars, etc.
Thanks as I respect all of you on this forum for your imput.
ps: Yes, I have read the 500 day war.