EDJ Field Foundations- My Experience thusfar
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[quote=damion99]OOO so you shouldnt then…They start of at 10-15k and they grow to 100k in about 3-4 weeks. Sometimes longer. If its working for you and your getting 10 then you definitely should stick to that…I just know im getting one account for every day i get off 7 pitches…too bad im lazy :)[/quote]
My accounts are not that size though, I think in the business less is often more. What are you pitching? Hard or soft sale? Can you give us an example of your first 15 seconds? and how you follow up?
Its a mix. I always try to ask for the order cause that call back nonsense will kill you. Im pitching a fund. i introduce myself and then after the greeting i ask them for 60 seconds for my spiel.
Wow, I really needed to hear that. I always do the office/postcard thing when I want to start recording information on my pad, and I always forget to set their expectations about what I may call about in the future.Tell them exactly why you are going to call them. Don’t be shy about it, you are a professional and they need to know it. Ask them about their retirement, savings, who they are working with, anything - act like you’ve done this for years.
“I love to keep in touch with the folks I meet, would that be ok? Great, what’s the best number to reach you at? Terrific, when I come across a investment idea that might benefit you or your family I’ll give you a call. Do you also have a cell number?”
I’ll be MONTHS and MONTHS before you get an office so don’t hang your hat on that idea. Had a guy in my KYC try that and he got screwed - all clients talked about was when his office was going to open.
Skip the repeat contacts and continue to get new contacts …
Day 1 100 net 5 appts. Kind of disappointed w/appts but hopefully better tomorrow.
Here's the Jones training process in a nutshell: Get hired, study for the regulatory exams, pass the exams. Go to KYC in either Tempe or STL where you learn basics of doorknocking, Jones culture, how to use the computer, etc. Go through Field Foundations where you doorknock, work with your mentor, and some other things. Go back to Tempe or STL for Eval/Grad where you get your CSD and start calling those folks you met during Field Foundations. Ask for the order, set appts, get referrals, etc. While there, learn some other things about Jones and some products. I know I left some things out, but that's the basics. You new Jones FAs can fill in the blanks if you want. [/quote] Don't forget getting bombed in the hotel lobby and making occasional field trips to the Hooters around the corner.[quote=BerkshireBull]Can someone explain how the Jones Eval/ Grad / Series 7 Study / Practice Doorknocking program works? Are you calling prospects in your area while you’re in St. Louis for training?
I didn't know those were there! Now I have a new place to go and show my "field foundations".Or going over the strip clubs on the East side - the good old days.
[quote=Moraen]Or going over the strip clubs on the East side - the good old days.
I didn’t know those were there! Now I have a new place to go and show my “field foundations”.[/quote]
Call a cab, tell him you want to go to the BEST strip club in East St. Louis. My little Jones crew left me and I didn’t get back to the hotel until 5. Enough time to run on the trreadmill for 30 minutes to get the alcohol out of me. I know my ATL (who looked like she should be at the club) could smell the alcohol on me.
But that was the best time I had in St. Louis, besides hooking up briefly with Vanilla Ice’s sister.
[quote=MsBroker]Triple crown today
[/quote]
Well done, slow down on the calls and appointments tomorrow. You’ll have plenty of people to see over the next two weeks if you’ve been pounding the phone for the last three days.
Great advice! Thanks. Although, I would still like to make a little more net this week, but my calendar is filling up. It is going to be hard for me to scale it back. I’m a bit OCD right now
28 appts. Mostly at their houses. (Hoping this will help prevent no-shows.) Should I send out reminders or just show up? (I’m not going to call because that will open up the door to a cancellation.)
I usually send those post card reminders that Jones has. No idea if they work but they make me feel better :)
You’ll have plenty of cancellations just don’t let it bother you too bad.
[quote=Lionheart] [quote=MsBroker] Triple crown today
[/quote]
What is Triple crown?[/quote]
Sorry, that wasn’t a big help. I think it’s $150 net, 10 money dues and 25 appointments. Not sure though. It’s been a while.
And different standards for graduation v. PDP.