After lurking these forums for about a year now and PM'ing many of the successful posters for scripts, methods, and words of wisdom, I've decided to make my successes and failures public, and will use this journal to log my daily events. I hope to be keptaccountable in determining my own success as rookie financial advisor.
I will not give too many details on commissions, number of opened accounts, percent above expectations (lol), my sources for phone numbers (ROOGLE), AUM,or anything that will allow my real identity to easily be detected, and I'd appreciate a bit of anonymity despit the fact I'm posting on a public online forum. That being said, I'll give everyone a bit of background info. I'm a financial advisor for Edward Jones in the midwest. I'm a younger FA, and I've been selling forless than a year. I am currently above expectations.
I will primarily be cold calling residencies with municipal bonds. I plan on posting every day's results, including # of phone numbers dialed, number of prospects created, number of clients created, and perhaps a rough estimate of commission received when someone bites.
This journal is by no means a means to flaunt my successes. I'll be the first to admit I have plenty to learn and many others make much more than me doing exactly the same thing. Let's hope this journal will help me fine-tune my skills as well as diminish my weaknesses.
In Brooklyn we go hard. They don't know preferred stock from livestock. If you can't cold call, you're a pussy. If you mess with him, you mess with me and my whole f***in' crew. I can go out there tonight with the materials you've got and make myself $15,000. Tonight! In two hours! Can you?
Ok let's do this.