Cold Calling Maniacs

or Register to post new content in the forum

14 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Mar 12, 2010 8:58 pm

In your best year cold calling, how much did you add to your book (AUM, production, largest account)?

Mine are: 32MM AUM, 270K in prod, 12MM

Mar 13, 2010 3:37 am

congrats. when was this?

Mar 13, 2010 9:42 am

1982

Mar 13, 2010 9:59 am

[quote=OkieMSSB]

In your best year cold calling, how much did you add to your book (AUM, production, largest account)?

Mine are: 32MM AUM, 270K in prod, 12MM

[/quote]

I think you are full of crap...3 months ago you were looking to join a team(and said you closed some small stuff).. now you are saying you brought in $32MM, with $270production and $12MM largest acount(if that is small i can't even imagine what you think big is)....

Mar 13, 2010 10:12 am

They are 401K plans.  Big difference.

Mar 13, 2010 10:28 am

yeah how do you know....?

Apr 1, 2010 5:32 pm

Squash, easy big fella. I have done some solo stuff (about 7MM) and joint business up until the point where I did decide to join the team. All in, myself and joint efforts w/ the team, we brought in about 35MM year to date (12 months will be end of April). One was a 10MM account (personal) and another was a company with about 12 mil 401k. We are still working on the rest of the relationship - owners personal assets, 401k plan etc...

This post wasn't trying to measure anything, but fire up the rookies who might be struggling. The money is out there...

Apr 1, 2010 5:36 pm

People always lie about three things, how much money they make, how big their d--k is, and how smart their kids are. Just human nature I guess.

Apr 1, 2010 9:54 pm

[quote=OkieMSSB]

Squash, easy big fella. I have done some solo stuff (about 7MM) and joint business up until the point where I did decide to join the team. All in, myself and joint efforts w/ the team, we brought in about 35MM year to date (12 months will be end of April). One was a 10MM account (personal) and another was a company with about 12 mil 401k. We are still working on the rest of the relationship - owners personal assets, 401k plan etc...

This post wasn't trying to measure anything, but fire up the rookies who might be struggling. The money is out there...

[/quote]

See that makes a difference... You never mentioned your team before.. How many guys on a team?

Apr 2, 2010 9:31 pm

[quote=OkieMSSB]

In your best year cold calling, how much did you add to your book (AUM, production, largest account)?

Mine are: 32MM AUM, 270K in prod, 12MM

[/quote]

What was your script?

Apr 3, 2010 10:32 am

[quote=blackheart]

[quote=OkieMSSB]

In your best year cold calling, how much did you add to your book (AUM, production, largest account)?

Mine are: 32MM AUM, 270K in prod, 12MM

[/quote]

What was your script?

[/quote]

He started asking teams in his office if he could join them...

"His" numbers were actually the team numbers....and by that measure kind of sad..

Apr 5, 2010 12:06 pm

Blackheart - script is nothing fancy - "Hi Joe, this is Okie  with MSSB here in Springfield. I am calling today to see if you are an investor and if so, would you be interested in sitting down with me and discusing some ideas for your investment situation?" I am a firm believer that the script really doesn't matter, it's the delivery.

Squash - the team that i joined added just over 85mil in net new money this year. About 35 mil was from my efforts (money that I had closed and then joint business once I joined the team. I am the third member on the team and we have 2 CA's. Good luck pal. A guy like you is going to need it in life with an attitude like yours.

Apr 5, 2010 2:05 pm

[quote=squash2]

yeah how do you know....?

[/quote]

See his follow-up posts.  Doesn't take a rocket scientists to figure it out.  I will admit, I missed the fact that most of that production was born by the team he was on.  2 accounts totaled $23mm AUM, one was a 401K, and most of the rest was joint team business.

Apr 5, 2010 5:04 pm

[quote=OkieMSSB]

Blackheart - script is nothing fancy - "Hi Joe, this is Okie  with MSSB here in Springfield. I am calling today to see if you are an investor and if so, would you be interested in sitting down with me and discusing some ideas for your investment situation?" I am a firm believer that the script really doesn't matter, it's the delivery.

Squash - the team that i joined added just over 85mil in net new money this year. About 35 mil was from my efforts (money that I had closed and then joint business once I joined the team. I am the third member on the team and we have 2 CA's. Good luck pal. A guy like you is going to need it in life with an attitude like yours.

[/quote]

Wasn't trying to insult but you go from not making it in your earlier posts, to pulling in $32MM in one year... suspicious to say the least(I don't care, but dont' offer up advice to new people with out giving them the nugget that you joined a team).. That is like those magazines who show top producers at 33(yeah some are good, but other inherited a business and just babysit all day, wouldn't take advice from that guy unless it was how to inherit a bokk)...