EDJ Field Foundations- My Experience thusfar
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I hit my pdp goal by about week 6. I tripled it by the end. There are many that have done a lot better, but I was pretty happy with that.
I bought a list. Not one of the goofy, "we have 120 investors who want help with their 401k" list, but a standard list for my zips that fit a certain demographic.Nice work on the cold calling, that is pretty good for day 1! I am curious, what was your talk track for these initial calls? Also, who did you use for your lead list? Do they scrub it for DNC or do you have to do that yourself?
Good luck to you - and great job with tripling the PD number!Script- Hi, I'm MsBroker with Edward Jones. I'm moving my office over from .... so I wanted to introduce myself and let you know I'm going to be in the neighborhood...
The majority of the people in my area have brokers, so when they tell me that, I say, "fantastic. I'm glad to hear you are currently investing. Let me ask you this, is your advisor taking care of your tax-free investments?" If yes- Great, so you have bought tax-free bonds before, well, I'll tell you what I do, when I get an attractive rate on a tax-free bond, I will give you a call... If no- I probe a bit about what investments they are using. And whatever it is, tell them I will give them a call with an idea. For leads, I'm using Aaron and associates. The list is scrubbed, all DNC numbers are marked as such.Thanks for your reply. Is that a basic Jones script or is this your approach? It sounds basic - but in a “good way”, very straight forward. Glad it is working for you and that you are getting the contact numbers you mentioned. From reading other posts like the 500 Days War, Cold Calling if done consistently really seems to pay ample dividends. Good luck to you!
Do you happen to have a link for the list company you used? I tried to google them but couldn’t find them. I am familiar with Sales Genie as well but want to look into a few of these companies, especially the ones that people are pleased with.
Tripled the PDP number? Thats awesome. Can I ask why you are straying away from what has been working so well for you up till now... the door knocking? Why change gears when you still have time this early in your career to actually leave the office and knock on doors?
fa09- Because I have doorknocked maybe once in the last month. I am a wuss and it was/is too flipping cold. I like the cold calling, because I get some indication of interest, then I will doorknock them.
Curious- I’ll try to get you the info. Don’t know if they only cater to Jones. That script I pretty much made up as I went along. I stumbled through about ten calls spewing crap, and finally hit a groove with that one. We’ll see how effective it really is when I go to follow up.
That Ms. and good lck to you. It sounds like perhaps a combination of the calls and face to face door knocks might be a good way to help build your pipeline and hopefully produce some new accounts.
Still trucking.
Really doing a mix of the cold calling and doorknocking right now. I’ve had some very nice successes with both.
I’m not doing as much production as I would like to be, but it is starting to turn around.