Skip navigation

Business vs Residential

or Register to post new content in the forum

 

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.
May 22, 2007 9:43 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 9:48 pm

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

May 22, 2007 9:54 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 3:37 pm

[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?