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
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...




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