Rock 'n' Roll Train - 1%

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Nov 18, 2011 2:39 pm

AllTheWay:

Thanks for the feedback. I will do exactly what you are suggesting. Since you are calling residential, I am assuming you are having better luck reaching folks in the early evening?

Nov 18, 2011 2:54 pm

MadMatt,

I don't call in the evenings, mainly mornings from 10-12pm, then more after luch......that's pretty much it. Talk to retirees, home business owners, .....a lot of good people.....

Nov 18, 2011 3:20 pm

Anybody know how we stop notifications for a specific thread only? Checking the box below does not seem to work.

Nov 21, 2011 8:21 pm

Got the 50 contacts done...lot's happening....should be a very exciting week.....can't wait to open up an account from these calls......should be soon

Nov 25, 2011 7:12 am

Recap Week 3/6: Monday November 21 to November 25

For the week:

Contacts: 200+ Prospects: 15 Meetings Booked: 3 Meetings completed: 2

 Total to date (3 weeks)

600 + contacts Prospects founds: 44 Prospects eliminated: 14 Active prospect pool: 30 Meetings booked: 6 Meetings Completed: 3 AUM: 0

 Good week, got statements and files to work on and present proposals next week. Looks like accounts should be opened within a week or so. Been getting meetings and also purging the pipeline of dead wood.  Been a challenge keeping the 200 contacts going but definitely creates activity and opportunities. Will continue posting results from cold calls.

 The goal is to get 500K-1M wrapped up from these cold calls before Xmas and have good meetings and prospects lined up to drop the hammer hard second week 2012.

 

Good weekend to all….

 

All The Way

Nov 29, 2011 7:58 pm

Can't beleive this is already the fourth week of the  blitz....man time flies. Did 2 new meetings yesterday, been working on statements and portfolios, more meetings tommorow.......all good, and all from 3 weeks of 200 plus contacts......but.........trouble......falling behind in my contacts this week. As soon as the mornings meeting is done, back on the phones to catch up........

Dec 2, 2011 5:35 pm

Recap Week 4/6: Monday November 28 to December 2

For the week:

Contacts: 200+ Prospects: 14 Meetings Booked: 5 Meetings completed: 3 New accounts: 1 AUM: 100K

 Total to date (4 weeks)

800 + contacts Prospects founds: 58 Prospects eliminated: 18 Active prospect pool: 40 Meetings booked: 11 Meetings Completed: 6 New Accounts: 1 TOTAL AUM: 80K

 *** opened a slice on a new account. Going back in 2 weeks for more.

Best of all, got in front of some excellent potential clients, and kept the ball rolling. Also picked up 2 referrals from this week’s meetings.

 

The meetings booked for next week look great, got  around 800K of potential business so pretty confident on getting  1M in new assets by Christmas  from these cold calls.

 

Next couple of weeks are crucial.  Thanks to DashOver for his post this week…..really kept me fired up…….well worth checking out.

 Good Weekend to all

Dec 3, 2011 2:16 am

Go! Go! Go!

Dec 3, 2011 3:26 pm

What's your closing question and how many times were you able to get to your closing question out of those 800 plus contacts so far?

Dec 7, 2011 6:58 pm

On track with this weeks contacts, Got a new account today...did 315 in AUM, so got about 400K since starting the Blitz. Also got a good 400K lined up for next week, and a pending 80K who needs new ID!!! whatever....anyways, need to keep going because there's a strong chance to get 1M done by Xmas....and then.......Phase II....really need to book some more good meetings this week for the next 2 weeks to hit the target.......next 2 days.....CRUCIAL!!!!!!!

All The WAY

Dec 9, 2011 4:21 pm

Recap Week 5/6: Monday December 5 to December 9

For the week:
• Contacts: 200+
• Prospects: 12
• Meetings Booked: 4
• Meetings completed: 3
• New accounts: 1
• AUM: 315K

Total to date (5 weeks)
• 1000 + contacts
• Prospects founds: 70
• Prospects eliminated: 27
• Active prospect pool: 43
• Meetings booked: 15
• Meetings Completed: 9
• New Accounts: 2
• TOTAL AUM: 395K

Overall, good week….out of new names so building a few lists this weekend. Got good meetings for next week. Fingers crossed, could get 500K more in AUM….would get pretty near the 1M…..really helps logging results weekly to see how fast time flies and how important daily activities are.

Good weekend to all

All The Way

Dec 9, 2011 6:48 pm

Wow great work, I am assuming you are getting accounts of 100K+ right, 401k's and things, not small time mutual funds investments and stock accounts with 25k+ investments

Dec 12, 2011 9:53 pm

AAArrrgg.what a day!!!!!! Is it Xmas yet?????

Dec 14, 2011 5:12 pm

400K done today.....back on the phones in the morning to wrap up this month/year.

Dec 14, 2011 5:32 pm

^^^^^ Nice goin!

Dec 14, 2011 7:39 pm

Hey King,

Thanks.....

Dec 14, 2011 11:08 pm

Ok, started these 50 contacts a day / 200 a week thing on November the 7th.....got just under 800K done in assets.....could get another 250K just after boxing day, which would bring me to the goal of 1M. It's encouraging....names on a sheet of paper.

I will over Christmas make sure I got enough names lined up to start dropping the hammer hard come 2012, and between now and the 23rd of December will try and contact all past prospects. Thanks to all of you for your ecouragement....it helps.....bit on a lonely part of the job doing cold-calls and keeps me fresh reading comments and posts of others.....

2012 belongs to us cold callers.....let's set our sights high....'cause here we come  R-I-N-G...R-I-N-G

Dec 14, 2011 11:09 pm

Ok, started these 50 contacts a day / 200 a week thing on November the 7th.....got just under 800K done in assets.....could get another 250K just after boxing day, which would bring me to the goal of 1M. It's encouraging....names on a sheet of paper.

I will over Christmas make sure I got enough names lined up to start dropping the hammer hard come 2012, and between now and the 23rd of December will try and contact all past prospects. Thanks to all of you for your ecouragement....it helps.....bit on a lonely part of the job doing cold-calls and keeps me fresh reading comments and posts of others.....

2012 belongs to us cold callers.....let's set our sights high....'cause here we come  R-I-N-G...R-I-N-G

Dec 14, 2011 11:11 pm

mmm look at that....double entry....oh well....

Dec 15, 2011 8:36 pm

Well, there goes Blitz #1.

Ended on a good note, did the contacts, got some business and a handful of decent prospects to start next year. All in all, got to just shy of 800K in new assets from the calls.

 

Going to start up Blitz # 2 next week, kind of want a little heads start going into 2012…….seems that momentum is key so might as well get going on the phones and aim higher this time around.

 

The way I figure it, best to keep the 50 contacts a day, 200 contacts a week going. Some of the assets picked up this time round were from those calling days where it’s miserably dark out, energy is running low, list of names looks a mile long, and then somehow…..the activity of that day led to the assets…so best to keep on the wave.

 

Blitz # 2 is going to go down like this. Overall goes is to get 10-15M by June 23rd, so I kind of work short sprints to keep it within reach.

 

Blitz #2

Monday December 19th to Friday March 1st

Contacts: 1,800 (call it 9 weeks) Prospects: 180 New Account: 10 Average account size: 300K AUM: $3M

 So, best to get started next week……..hit hard, then a week off in Mexico….but first….R-I-N-G…R-I-N-G

 

Good weekend to all

 

All The Way