I think pitching to the everyday person and making sure everybody understands the offer is great way to diminish results. A focused effort using a specific product you’re excited about to penetrate a market will yield better results regardless of % of people that understand the product. Seek the buyers with laser focus and throw out the rest.

Words of wisdom King…I agree…anyone with kids, I talk about Walt Disney,…cracked open a tons of accounts…specific, sniper focuss yields results as opposed to …second opinion on your portfolio…yawn…
All The Way

I’m really sorry for not being more present on this thread. Last year, around this time, I was really under the gun….and needed some kind of outlet or support to keep going…it was rough.
I’m going to finish this year close to 10M, somewhere around 9.2M-9.6M……and am really happy. It’s been a bloodbath and I kind of got caught up in tunnel vision getting the numbers to hit the book. Damm, I did just about everything from seminars, client’s appreciations, cold calls, door knocking…you name it.

Now, closing in on Christmas, once again ……getting a bit fired up for 2013…………go for 15M……more…less….not sure, but will make it a point to start the campaign on this forum,….and , this time….I will post daily on activities, can’t control anything else.

Really have enjoyed the back and forth … all the great ideas and activities you have shared and posted. I’ve used them. I don’t know any of you personally, but thank you for helping me get back on my feet.
Thank You,
All The Way.

ATW. I just joined but reading this thread has gotten me very inspired! No one in my office does straight cold calling so reading about your year and how productive it was is an eye opener.

I look forward to hearing your updates over the next year. congrats on a year of hard work and bringing in close to 10m!

I am still struggling to find a place for lists of names, are you guys going through the phone book and scrubbing them against the DNS?

Well Friends,
Another year coming to a close.
I really tried to get the 10M in by last June from cold calling, well…I didn’t. Took a year to get it done. So…if at first you don’t succeed, I’m going to try it again, granted I got a much better pipeline at the end of this year than last year, but still got to find the focus and discipline to keep working the names while adding new ones.

Anyways, I’m going to give it another shot, 10M by June……should be able to avoid some of last years mistakes…….the main one being, not being consistent enough with the calling activities, that’s all it really came down to, the pitch was good, follow up’s where good, but I didn’t keep the foot on the pedal.

Let’s see if this time around I can keep my focus……hope all of you had a year that met and exceeded your expectations and I look forward, as always to read about your progress and thank you for all the phenomenal ideas you have passed on.
All The Best,

All The Way.

Is anyone calling companies and pitching their individual employees via cold calling? I see people doing a lot of residential phone calling and pitching with individual products. Won’t work for my business. We are fee only so we only go after the whole account or partial. Thoughts?

Riaassociate,
Help me here Superstar….and the difference between going after all/partial of employees and all/partial residential is…….???
Residential is easier to get someone on the phone and corporate employees are good to get accounts…mix it up and see what happens.
Keep us posted,
All The Way

All the way,

Sorry my previous comment didn’t make much sense after I read it. My main question was regarding whether anyone on here was specifically prospecting corporations. Trying to see what was working what was not? I guess if you’re prospecting residential are you going after retirees? Seems they would be the only people home during the day mon through fri? What I meant to say was that it would be tough trying to call with an individual product for our business because we’re not allowed to make commissions. Anyways just trying to see if anybody was prospecting corporations and if so what was working? ie time pitch etc?

Thanks,

riaassociate,

You know…does it really matter…at the end of the day, if you’re TALKING to 50 people a day, either at home or working…you will grow a fantastic book.
Also, don’t dismiss residential, there’s more than retires home, guy off sick, home business people , wife who hates husbands broker…there’s life in there.

I’m not too clear on what model you are working, but I used to pitch a 30 minute information sessions geared on income, visible, predictable, income paid monthly into your account, no product…and it worked, the entire pitch is somewhere on this thread.
Also, if you know they have kids, don’t hang up until they agree that Walt Disney would make sense for their portfolio, kids love the stuff, stock is up , like 60% and you can link that to the type of value you add when managing accounts.
Work on a hook to get there attention, then book the meeting or agree on a follow up, either way….move the relationship forward……sounds like you’re doing fine, keep us posted.
All The Way

JrWrangler,
Welcome to the worst 50K job in the world…and the best 300K a year job in the world. Good luck in Jan 2013 and good for you to join, because there are a lot of very talented builders out there and they are working the numbers and passing on tips and insight that can literally save you years of grief and upsets.

Leads, man…I’ve called on a dialer……a gift from Heaven……if you can get one…go for it, it’s amazing.

As for me, I build lists of names of people close to the office, easy in….easy out, run the DNC, then call those who are good, and go out and door knock those on the DNC…because…they don’t get calls and are more often than not receptive. You’d be amazed by what a face to face door knock does, never would have thought of it, but a buddy does it, so ….gave it a try……blows my mind each time,…hate doing it but it works….so….i do it….
As long as the activities are there…the results follow, it’s just the way this business is……enjoy the holidays’, charge the batteries and keep us posted, JrWrangler, keep us posted on your progress
All The Way

Still smilin and dialin All the Way. I have some big goals this year and ready to rock it in 2013!

I have not been dialing. Kind of stuck in a rut. Started April 2012 with fee based asset management. I was able to get $2.3 mil on the books. I work for a very large life insurance company and am affiliated with their wealth management arm to do fee based advising. Some times I feel like I’m an adviser stuck in an agents company. None the less, reading about what everyone is doing is a breath of fresh air. Courage is what I’m in need of most. Everyone here gives me a little more courage. I also have been busy with the family,(3 year old and 2 month old). I have been doing this now about 9 years with the same company and I have no complaints. I feel as if I’m independent but under a big company. Need to figure out what style of prospecting will go along with my personality. Cause if your not comfortable, it will come through. Thanks for calling me out.

Alberp86,
Sounds like your in a good situation, if you’re looking for more assets, they are out there, just give a few NEW ways of building the business a try, you’ll see money come in.

Anyone checking out Takingnames……this hammer is on fire, loved his post from last week, always very encouraging.
As for myself, got some events lined up for next week and should get decent results. Had a good start so far and will be back on the cold calls next week.

It’s uphill and takes patience and focus but well worth the effort, hope everyone is on track, keep us posted, there are a lot of people who tune in to pick up on what we are up to and get some ideas to build….we’re all about building, the book, relationships, successful outcomes, friendships and a careers.

All the Best….all The Way

ATW,

What investment process are you using to to manage the assets? I need to ramp up and outsource the investments in order to have a big year gathering the assets.

Im with bondguy ATW, you are killing it go treat yourself.

Things are good hear. Developing a solid pipeline. Sitting at almost 5.5million wrapped and I am only 14 months in. Goal is to hit 8 million by End of may. Got some good stuff in the pipeline. Some days lots of calling, other days not much. All it takes is one lead, one connection. They arent interested no big deal, have a prospect with lots of money, they are interested but dragging their feet. Push them over the edge. Keep calling until they either tell you I am going to take my initial 500k elsewhere or fine lets do it!

Its a fun business. Waiting for 500k from a client whos parents passed. Nice to get little things like that.

Keep Working it!

Bond Guy, Big Red……this is why I come to this site.
It’s all about encouragement, chin up, cheer up, gear up and keep going.
I really appreciate all the good on this site, Big Red going for 8M by May; Bond Guy checking in to keep an eye on the guns in the trenches…love it.
YES, I should get it and YES I will…but….got to open new accounts and get new assets first. Had a good start to the year on the comm. But am a bit behind on the accounts and new assets…….besides, it’s minus 40c here….obviously I’m north of your border……puta madre, pinche frio de mierda!!!

Presently I drive a low key Nissan and a people carrier for the kids, this baby, The Challenger….it’s for Papa Bear, private time and no flash in front of clients……but…….oufff….really, I’ll get it by end of %^$# winter……
You know what Bond Guy, you’ve coached a lot of people along the way, I would like to take this opportunity to thank you, clearly, checking in to marketing and prospecting to post sensible and actionable comments is worth a mention and to all of us who at times struggle through the fog, your help keeps us on track……hat’s off Big Man.
Seriously folks, there have been a few pricks popping up here and there, but this guy has been a constant source of support.

THANKS GUYS FOR THE THUMBS UP…KEEPS THIS GUY GOING….
All The Best,

All The Way

Bondguy or anyone, have any of you been using secondary market BABs lately (or ever)? I’ve seen some pretty attractive yields, thinking about doing a campaign pitch. 5, 6, 7 % locked in is pretty good relatively speaking.

I’ll echo ATW with a thank you to all of you!

I’m having trouble dialing these past two weeks. had a really good two weeks to start the year then got a bit lazy since it put me ahead of schedule.

I guess its true that ya do something till it works, then stop.

I do appreciate the motivation from you guys very much though! keep it up

Has anyone used a Predictive dialer? Its supposed to increase the number of calls you make when prospecting. just wandering if its worth the money?

ATW - did you get my pm?