Business vs Residential

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May 22, 2007 5:43 pm

any rookies about a year in have an opinion --

with the high AUM goals for new advisors, can someone starting from scratch make it without calling households or must it be part of your sales plan?

May 22, 2007 5:48 pm

call business during the day, and homes at night & sat mornings.

May 22, 2007 5:54 pm

Call Exec's and businesses during the day, sprinkle in some residential retiree calls, and then make residential calls in evenings and on Sat. mornings...

May 23, 2007 11:37 am

[quote=blarmston]

Call Exec's and businesses during the day, sprinkle in some residential retiree calls, and then make residential calls in evenings and on Sat. mornings...

[/quote]

Are we selling something to these execs on the first call or setting up a meeting to stop in and introduce ourselves?