Alternatives to cold calling

6 replies [Last post]
nasdaqsuperstar's picture
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Joined: 2008-12-29

I recently registered with an independent firm that does not allowing their financial advisers to cold call.  Most brokers in the firm are already established cpa's and tax professionals. I was wondering what are other alternative ways are there to get new prospects other than cold calling?

on my own's picture
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Joined: 2009-11-03

Not trying to be a jerk however I have to ask...why would you register with a firm that doesn't allow cold calling without an alternative plan already in place on how to grow your business.

nasdaqsuperstar's picture
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Joined: 2008-12-29

Just wondering... I think compliance said it is a California State Law.

ZwingDing's picture
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Joined: 2010-09-15

nasdaqsuperstar wrote:I recently registered with an independent firm that does not allowing their financial advisers to cold call.  Most brokers in the firm are already established cpa's and tax professionals. I was wondering what are other alternative ways are there to get new prospects other than cold calling?Cold walkingSeminarsNetworkingBegging friends and familyGetting recruited onto a teamLocal print adsSandwich board signs stating: "Will work for IRA rollovers"Churing your IRA for commissionsand, unemployment

PushForward's picture
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Joined: 2011-04-07

I haven't heard of a CA state law prohibiting cold calling. Are you thinking about the do not call list?

Kankle J's picture
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Joined: 2010-10-02

no such law exists against cold calling.  The DNC on the other hand... yea, that's no good.

randomguy123's picture
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Joined: 2011-06-13

Call businesses for an appointment instead?

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