2011 Prospecting Ideas for a new FA

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Jan 5, 2011 8:48 am

Hello all,

I am a few months in with AXA Advisors in NJ and overall I am having a good experience. My marketing technique has been completely cold market. I spend about 35 out of my 45 hour work week cold calling and building lists.

I was hoping to get some ideas from experienced FA's on other strategies I could use to reach more potential clients and prospects. I have been using little natural market because my family and friends have yet to gain enough trust in me.

Appreciate the help,


Jan 5, 2011 10:18 am

Seminars, expos, door knocking, and asking for referrals from those friends and family.