Ulairi,

 

Are you sticking with the pitch in your other post, or have you modified it like above.  I’ve been trying a few different things and am curious what you are using now to be so successful so quick?

Also, what kind of bonds is everyone pitching?  Are you pitching in state for double tax free, or just finding high yields nationally?  Are you comparing them to CD type money for the sale?

 

Thanks in advance for any and all help.

 

Thanks for all your help

Highest Yield.

Baa/BBB Munis have a lower default rate than AAA Corporates! If they have a problem with the rating, maturity, state etc, no prob find what they want. Ulairi’s AA/AAA vs CD’s or treasuries pitch ought to work real well too. Just find what you like and be ready to shift gears.

Thank you for this thread.  I have read many but this is the one that finally broke the camel's back and has made me ealize I have to stop making excuses and start a call campaign.  First step is building a list.

ATW. You are the man. 

I just skimmed over the whole thread again and couldn't find anywhere that mentioned how old you were. Would you care to share? I apologize if you already answered that.

Keep up the good work!

Whoa!!! you guys are all pretty busy....keep up the good work. i'm up to 4.25M and feeling horrible. sat down with my manager at gave me the gist.....more AUM or I'm out. Anyway, have been meeting with him weekly for the last couple of weeks, good man, very supportive and it does help.

I lost some good pipeline, too afraid to do anything, sideliners.....not good.....so been on the phones lining up more meetings, today booked 3 more, 2 call backs and a cold call. Getting pretty good with the call backs and enjoy doing them. The cold calls are a bit more of a slug fest but..hey...that's life.

I don't see how I'll get that next 5M by end of June....not looking good. Whatever, I got to get some good assets over the next 2-3 months or so....so will keep at it. Have had a lot of fun reading everyones comments, there are some busy breokers out there....keep it up....

All The Way

So, you brought in 4.25 mil in 6 months and your manager is threatening you. No offense but he's a douche. Successful FAs in this business averaged 5mil a year in their early years. I would say you are doing very well. Why don't you move to another firm and bring your assets with you where they would appreciate your hard work...just saying. 

[quote=stealthall]

So, you brought in 4.25 mil in 6 months and your manager is threatening you. No offense but he's a douche. Successful FAs in this business averaged 5mil a year in their early years. I would say you are doing very well. Why don't you move to another firm and bring your assets with you where they would appreciate your hard work...just saying. 

[/quote]

I second that.  I'm guessing if you're at a wire they're going to make it hard for you to take them with you, so that could be tough.  But, if there's any way you can move somewhere else I would do it.  My mentor would be thrilled if I had brought on 4.25 million in the last 6 months.  I'm about to start my calling war next week and while my goal is 6mm in 6mo, 4.25 would not be a "you're out of here" situation, not even close. 

Then again, I don't get a salary, either.  So far I have mostly been paying the bills and keeping my mentor happy by bringing in hourly financial planning customers. 

So, you brought in 4.25 mil in 6 months and your manager is threatening you. No offense but he’s a douche. Successful FAs in this business averaged 5mil a year in their early years. I would say you are doing very well. Why don’t you move to another firm and bring your assets with you where they would appreciate your hard work…just saying. 

X3.

All The Way, I hope you’re not gettin screwed on the payouts. lol

Either way you’ll be fine if you know how to bring in assets, (and you do.)

KingB,

Just read your recent posts on other threads.....as usual...good stuff. Actually enjoy your comments and there are quite  few gunners out there hammering hard and gathering. Nice to see the threads are helping all of us. As for me...i'm alright mate. My boss is great and is just making things move faster.....which is good for me and my family. Thruth is...said it before...and i say it again...this site is a lifeline for me.....keeps me fird up reading posts of others out there making it happen.

I'm convinced that after a certain time of building it up.....that it just kind of...takes off......hopefully....that's just  around the corner for all of us.....until then....R-i-N-G...R-I-N-G

All The Way.

Hey Registered Rep…nice new format…gracias for the update. Looks good.
As for me, well having trouble to get the money moving…lots of anxiety out there, some coming in to meet but also not making any changes. Anyways…still plugging away, booked 2 new meetings today on cold call…been going full blast, will be updating numbers by end of week, pretty happy even though i’m off from the 10M I set out to do, still got a good shot at a good year…Hopefully everyone is well and doing good business…
All The Way

Hola a todos,

Doing good…doing pretty good. Just shy of 5M and got this baby firing on all cylinders. Really did a good job these last few weeks, strong pipeline, meetings, pretty steady on the calls, actually having a bit of fun.

The call backs are coming in, some are off the list for good…like that, hate seeing same names come back, over and over, and nothing…so…adios cabrones…i move on to the next.
Too bad i won’t hit the 10m by end of June, i tried, really did. I’m going to reflect on what went well and what didn’t …and make a better run of it for the next 6 months……still got the gun to the head as to my employment, but …what can I do, crappy markets, big firms looking to trim, whatever……i’m back in the office on Monday and will let her rip.
Hopefully, all of you are doing well and will have a chance to update. Always enjoys reading posts of those who are plugging way…one dial at a time.
All The Way

Hola a todos,

Doing good…doing pretty good. Just shy of 5M and got this baby firing on all cylinders. Really did a good job these last few weeks, strong pipeline, meetings, pretty steady on the calls, actually having a bit of fun.

The call backs are coming in, some are off the list for good…like that, hate seeing same names come back, over and over, and nothing…so…adios cabrones…i move on to the next.
Too bad i won’t hit the 10m by end of June, i tried, really did. I’m going to reflect on what went well and what didn’t …and make a better run of it for the next 6 months……still got the gun to the head as to my employment, but …what can I do, crappy markets, big firms looking to trim, whatever……i’m back in the office on Monday and will let her rip.
Hopefully, all of you are doing well and will have a chance to update. Always enjoys reading posts of those who are plugging way…one dial at a time.
All The Way

Don’t you just hate those double post…must have been the 6-Pack…might have been the gin….could have been the 24, six pack…I don’t know…but look at the mess I’m in….my heads like a football……and you guys probable know the rest.
ATW

All the way… did you really do 5 million in 6 months, and with that script?

Do you let them answer before you finish? Seems like a lot of words to get out, but I’d like to try it. I’ve been prospecting attorneys for the past 3 months and its really gone nowhere… I’ve really got to stop calling attorneys I think.

I’m wondering, do you get it all out before you start getting objections? do people ever say yes or do you have to go through some objections and then invite them again? cheers

Wild_Cat,
Yes as to the numbers and as for the pitch…I probably get through it about half the time. i don’t get into the rebuttal thing much.
Yesterday, I did 43 contacts, I booked my 1st meeting on the 15th contact and my second meeting on the 41st contact. also i got 2 more into the pipeline and today, will be doing about 15 call backs then on the the cold calls.
If anyone has success with some good lines to come back with for objections, I woulb be very gratefull as it would probably help my numbers…but all in all, it’s working alright, just got to put in a minimum of 3 hours a day on the phones to get some results…it’s all about time spent on the phone and making the most of it.
All The Way

I do 4 hours on the phone on average. I call from 9:00 AM to 11:00am (Sometimes, this starts at 8:00 AM) and this is strictly businesses. Then I call residentials from 5:00pm to 7:00pm.

My response if someone says they have an advisor is this:

That’s exactly why we should sit down and meet. One of two things will happen, one is that I’ll confirm everything your current advisor is doing for you and you’ll feel more confident and the second is I’ll show you some ideas on how you can improve your portfolio. Either way, you win.

That is just a rough way of saying it.

I call purely on FI and if someone says they aren’t interested in muni bonds, it probely means they are not qualified but I’ll ask if they’re interested in taxable bonds and if they say no, I ask what their greatest financial concern is and then move on.

It takes a good two weeks of calling to get good at it.

If you want to know how to handle rebuttals, THIS IS THE GUY!!

I’m with All The Way on this one. I realize it might be unique in this aspect but I certainly don’t handle objections or use rebuttals. (on a prospecting call) It seems they wouldn’t be qualified for interest. To be a prospect or appointment (which is time consuming), they have to qualify for money AND interest. The ratio that’s most important to me is buying clients/contacts. Spend your time finding interested people (unless of course you’re extremely good or enjoy handling objections). But just don’t think it’s a requirement. Most new people think it is, and therefore quit. haha

King Bobby,
Where have you been Top-Dog….it’s been a while since your last post. Glad to know you’re still around.
Hey….been hammering away as you know, had a superb meeting with a 1M+…looks pretty good, more new to come. In the meantime….more calls……how are you going? I’m under a bit of pressure…but……hey……what can I say……
It must feel great having 30-40-50M under the belt and having the revenue come in…until then……arrrgggggg…R-I-N-G…R-I-N-G.
Give us an upate KingB…always been a fan.
All The Way