See if we can have a serious thread
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[quote=buyandhold]
[quote=Moraen]I disagree. This guy doesn’t want you at his wife’s funeral. You aren’t friends, you aren’t family. You are not close.
[/quote]So paying your respects at the wake of a client's loved one is inappropriate?
Maybe he should prospect at the children's cancer ward instead.[/quote]
He met the guy 3 times. The guy bought a bond from him. Wind3457 has known him two months and the person that died was someone wind3457 had never met. You honestly think he should show up to the funeral? If the guy himself had died then maybe yes, but not for the guy's elderly mother. C'mon folks...
Volunteering at a hospital is different than going to a funeral or wake. I provide a service to the families that need it for free, and if the Doctor’s and Nurses and administrators choose to do business with me, so be it.
He doesn't know this guy. One big difference is I spend a LOT of time with these people, and I'm not discussing the pros and cons of Vanguard with them. These families become close with mine. Apples to oranges. I believe there is a thread about Ron Carson on here. Built his business by doing the things he enjoys.[quote=buyandhold] [quote=Moraen]I disagree. This guy doesn’t want you at his wife’s funeral. You aren’t friends, you aren’t family. You are not close.
[/quote]So paying your respects at the wake of a client's loved one is inappropriate?
Maybe he should prospect at the children's cancer ward instead.[/quote]
Thats the thing. You are viewing this as a prospecting opportunity. We're not ambulance chasers. Its a guys mothers funeral. What would you do if the guy who sold you your last car showed up at your moms funeral? Thats a "WTF is this guy doing here?" moment if I've ever heard one. And you can't bring up the argument of "That guys a car salesman, Wind is an advisor helping clients achieve their life goals" because thats not what is going on here. He bought a bond, not a financial plan, and he doesn't appear to want any advice.
Show up to the wake with a flask in your pocket, get wasted, and start flirting with his wife.
Show up to the wake with a flask in your pocket, get wasted, and start flirting with his wife.
I think there are two factors here.
One, this is a business where we have to knock on doors and call people during their dinner hour. Personally I think he will improve his chances of getting this guy as a client if he goes to the wake.
Later on, when Wind has $50 million in assets and two or three CPAs feeding him business he can decide what form of prospecting makes him feel comfortable and what feels icky. Then he can say, ‘I don’t cold call, and I don’t do business unless the prospect buys my philoslopy 100 percent.’ Until then, you do what you can do to build the business. I don’t agree with that, but that’s what I’ve seen so far.
Second, the guy did a bond from Wind. He opened an account, he wrote him a check, he told him the personal inforomation you need to divulge on an account form. He’s talking to him. I think he’d appreciate seeing him there, or be neutral.
Young guys like Wind at EJ – nobody is coming to us because we are investment experts or because our firm has the name of a Merrill in its glory days. They invest with us because we get into their lives.
[quote=Moraen]Volunteering at a hospital is different than going to a funeral or wake. I provide a service to the families that need it for free, and if the Doctor’s and Nurses and administrators choose to do business with me, so be it.
He doesn't know this guy. One big difference is I spend a LOT of time with these people, and I'm not discussing the pros and cons of Vanguard with them. These families become close with mine. Apples to oranges. I believe there is a thread about Ron Carson on here. Built his business by doing the things he enjoys.[/quote]I once tried prospecting at an event for Holocaust survivors