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Cold Calling Road to10 Million AUM. Journey Begins 4/30/12 Commented on: 4 years ago (May 30, 2012)

Hey great work madoc, just wanted to ask you a few quick questions.1) What is your pitch? Muni's or Portfolio reviews etc.2) Are you calling businesses, or residentials?3) If you're calling...

My Cold Call War (My personal journal) Commented on: 4 years ago (May 10, 2012)

Day 1 results:Dials 300Connects: 20 (all said owner wasn't there)Decision Makers spoken to: 0Prospects: 0------------------I called out of the yellowbook and used a service that automatically...

Questions about being a Financial Advisor Commented on: 4 years ago (May 6, 2012)

Hey anyone have any suggestions

Buying a book. Commented on: 4 years ago (January 28, 2012)

LaFA wrote:Other than knowing a specific FA that is retiring, what's the best way to find a book to buy?   Yes Im curious if there is another way

Merrill going to 250k minimum... Commented on: 4 years ago (January 10, 2012)

Otane wrote:Unless you are a well connected PMD you are not bringing in 10 million that will pay you 1% in year one. Even the veteran million dollar producers are not bringing in the 10 million...

Which Lead Lists are Better? Commented on: 4 years ago (January 10, 2012)

Spaceman Spiff wrote:I always doubt the leads people who say they've got 357 people who have 401k rollovers to do right now or that have more than $250K in managed money they'd like to move in the...

Does cold calling work? Commented on: 4 years ago (January 9, 2012)

FADavo wrote:oh, and cold calling does work.  I got a 7 figure account on the hook on friday that wants to meet and hear ideas coming up.  Got him on a cold call.Here is the kicker - I...

Rock 'n' Roll Train - 1% Commented on: 4 years ago (December 9, 2011)

Wow great work, I am assuming you are getting accounts of 100K+ right, 401k's and things, not small time mutual funds investments and stock accounts with 25k+ investments

My Journal to being a top producer Commented on: 4 years ago (December 9, 2011)

Date: 12/9/11Completed: Two modules of series 7 Next goal: Complete all Series 7 material by next wednesday and start taking tests on that date

Fee Based Pitch or Product pitch for a wirehouse trainee (repost) Commented on: 4 years ago (December 1, 2011)

Yeah I got one senior FA who Ive connected with who is willing to help me close. So that is taken care of thankfully, yeah its all about hurdles and right now that means products.That also means...

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