Cold Calling for Fee-Based Advisors Commented on: 10 weeks ago (April 24, 2015)

Here is my thoughts.
My first thought is this is a post from a guy who isn't going to make it cold calling.

Here are my next thoughts: This is a guy who won't be PMing me in 5 years...

Linkedin Prospecting? Commented on: 16 weeks ago (March 11, 2015)

You are not going to gain much traction building your lists by lurking Linked IN. Analysis paralysis will usually take up your time; and you will not be focusing on the really important thing....

Trying something new Commented on: 2 years ago (May 18, 2013)

I do 6 - 8 a year. This YTD, I've done 4 - all to existing organizatoins. They bring the audience. Easy as pie. Normally I do 1 - 2 focus (women only....401k....CPA CE , Economic outlook, etc...

Hello and First Question, The Call Back Commented on: 2 years ago (May 17, 2013)

Keep calling until they tell you to stop. You'd be amazed. I just closed a deal on a cold call I made in 2009. I just hit the guy every few months - call, email....how you doing, etc. Keep good...

Cold Calling Today: The Process Commented on: 2 years ago (May 4, 2013)

Agree on these definitions: Lead - haven't spoken to them; Prospect - have spoken with them.
Build prospects up for 2 months until you have 100 or more (you want more than 1000; and track...

Best marketing idea you ever had, that failed horribly Commented on: 2 years ago (May 4, 2013)

From what I understand,; there is also the regulatory component outside of the CAN SPAM Act (which is what your provider shut you down based on) that you may not have been aware of here. Most...

Rock 'n' Roll Train - 1% Commented on: 2 years ago (February 18, 2013)

Way to go, ATW!

Successful relationship with RE Broker? Commented on: 2 years ago (January 31, 2013)

Agents, not brokers. Brokers are in it to sell RE. That's it. Agents see the value of "us", tend to play like we do (free agents, not owners/managment) when there is a liquidity event and no...

Cold Calling Help Needed Commented on: 2 years ago (January 26, 2013)

Get onb the Cold Calling Call to Action thread.

Hiring a telemarketer to cold-call for me? Commented on: 2 years ago (January 12, 2013)

If they aren't in your office; how are they communicating with you? Email? Will your compliance team be in a snit if they see lead information being generated outside of their control?
How...

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