[quote=BondGuy][quote=Bobby Hull][quote=BondGuy][quote=Bobby Hull][quote=BondGuy]

[quote=Bobby Hull]I started with the Lehman call. I used UIT's that had a closing date, for urgency purposes. It worked. [/quote]

Could you give the gathered masses a sample script?

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What's in it for me?

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Exactly the same thing that's in it for me whenever I add to the collective knowledge of the group.

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I don't like the "group."

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BH, as an ex Lehman guy you have much to add. If you aren't here to learn or to help then why spend the time?

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I was never at Lehman. I just used their call strategy.

"BH, as an ex Lehman guy you have much to add. If you aren't here to learn or to help then why spend the time?"

Because he is a jackass. And jackasses get off on being jackasses for no reason. The guy is a joke. I imagine him as some overweight, bald slob, sitting in his $hitty office somewhere like Philly or Detroit, wearing stained shirts, frantically scouring his pathetic book for someone to sell an annuity to, mad that his wife left him, mad that his kids realized a long time ago that he is a loser, mad that noone in his office talks to him, and he seeks to rile people up on a forum because thats what gets him off...

Congrats BH- you are the neighborhood jackass...

[quote=blarmston]

I imagine him as some overweight, bald slob, sitting in his $hitty office somewhere like Philly or Detroit,

Wherever he lives, the guy is a joke.

[quote=blarmston]Wherever he lives, the guy is a joke. [/quote]

You wanna hear something funny? You think about ME way more than I think about YOU.

Raton - what’s your committment objective?  If you’re going to cold call - and you actually get someone to pick up the phone on the other end - I would not waste time by telling them you’ll send them some information.  Get them to commit to something.  With cold calls - sell them yield, sell an appointment, sell something that will make them respond either yes or no - to continue your relationship.  Otherwise - I would wonder why some, nervous financial advisor just called me to inform me that my mail box will now have more junk in it.

"You wanna hear something funny? You think about ME way more than I think about YOU."

Sorry bud, that's not the case. You must get off thinking that though... So sorry... Try again...

Look on the bright side, you can be reborn here under the screen name Ernie Banks, likestahelp, yah u betcha… no need to defend that jerkoff Bobby.

Apprentice, well want i want to get to is Mr. so and so if the market goes down do you have anything in your portfolio that can still make you money? 

Raton - your intentions are admirable.  But - the psychology of this game is that people won't believe their portfolio will go down until it's too late.  Cold calling with the strategy of 'minimizing risk' is like a girl scout trying to sell you a case of cookies in the event that world war III breaks out and you need food in your celler.  Human nature fights our ability to go there mentally.

Asset allocation is a great opening statement - but not on a cold call.  Save your precious cold calls for pushing product.

Anyone who had money through 9/11 fears the market falling apart again. Don't say " minimizing risk ", say,  " not lose everything if, God forbid, we get another 9/11, after we got a some good years of growth, made up the money that was swept away, of course, things could fall apart at any time, are you ready ?". Which of course, is true.

" Even if we get a nice run and the market goes up a couple of thousand points, are you ready for that - you need, most people want a second opinion about that, so you can be ready for anything. When was the last time you got a call from your advisor to talk about that?".

( Get useful info, get the prospect talking. Get into a real conversation about real things. If the prospect acts like a whackoff like Bobby, don't take it personally, just move on. )

Does this make sense to ask them in the begining of the call if they even have a portfolio? or someone that doesnt have one will say they don't?

Good Morning Bob, John Matthew at Good hope Investment Group. Do you maintain a portfolio?

"Cold Calling Techniques That Really Work!"

-Stephan Schiffman, America's #1 Corporate Sales Trainer

[quote=apprentice]With cold calls - sell them yield, sell an appointment, sell something that will make them respond either yes or no - to continue your relationship. QUOTE]

The AGE call I have been using is a call to gain permission to call them back with 'good ideas' from time to time. If the prospect sounds elderly I use the CD rate call. This call also allows us to call them back if they then get on the dnc I'm told. <?:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />

My boring response is to get this thread back up. I think it's way up on the importance ladder.

Anybody notice that goforbroke is back?

And isn't "sillouhette" one of the incarnations? If I am wrong I apologize, but I think I remember that being the case.

Cold Calling is very important for getting leads on sales. It is the first step of getting appointment setting. After that they set an appointment for our sales agents. They are expert in Appointment Setting, Sales Lead Generation and many more. I have good experience with Intelemark and improve my skills.

Call business owners who work from home with up to 5 million in sales volume.  

Hi prospect, this is Kankle from Kankle Financial.   I'll be brief as I know your busy with work and everything today.   I'm calling because I needed to tell you how you can reduce the taxes from your business this year and put that same exact money right back into your own pockets to use for your personal retirement, sometimes even tax free if it's something you qualify for.    

Does that sound  important to you?  Has anyone else reached out to you to help you with something like this?

What I'd be willing to do is spend some time with you over the next week or 2 to discuss how something like this will fit into your financial plan for you and your business.   What's your schedule usually like over at XXXXX.

1-Your busy, he's busy, don't bullshit someone who's busy

2-Be vague enough to where he'll say that he wants to hear more or starts asking questions about the particular account.  Answer them vaguely.   He shall go wantonly until he says yes to an appointment.  

3- Don't say "interested" or "what i'd like to do" - no one cares what you want to do, but what you need to do is something totally different.   Is that interesting to you?  Of course not, chicks and hockey are interesting, but someones retirement accounts are fucking important.  That should get them to listen a little more.   

4- Shut up.   Ask If this is important-Then shut up.   Ask what their schedule is like-Then shut up.   Ask them anything-Then shut up.

I've been calling biz owners with 1-2 employees looking for IndyK opportunities and take in their other assets for about 3 days.   about 50% contact ratio and 1 in 15 set appointments.  That's a damn good ratio compared to calling rich residential areas like used to/still do at night.   

Good luck, and bail on that first script.  Anything other than that is probably going to be better than that.

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