First contact

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Jul 15, 2009 10:59 am

With reference to EDJ's rules; if your BOA is not allowed to make first client contact, how do they feel about privately hired associates with scripts and quotas, or even a call center? I know of a few RJ individuals who do just this with no compliance issues.

Jul 15, 2009 11:08 am

Ha, I thought this did seem like a rather critical bunch. No, first post, I've followed the forums to an extent for a while but never particularily had a question to ask until now. The forum seemed like childish banter for the most part, although this is actually a serious question. Anyone have experience with doing this at EDJ?

Jul 15, 2009 12:46 pm

userfaname,

 
Don't re-invent the wheel or think you can find an easier way.  Pick up the phone, knock on a door, stop by a business and introduce yourself or hold a seminar are the main ways to develop relationships.  This is a relationship business so you need to do the work and talk with people to sell them on why they should do business with you. 
Jul 15, 2009 4:03 pm

I have to agree....I thought about hiring college interns to do my door-knocking (you know, this summer there's many who will work for free). But, I realized that it takes more than a warm body to get someone to hand over their money.

Jul 15, 2009 4:41 pm
userfaname:

With reference to EDJ's rules; if your BOA is not allowed to make first client contact, how do they feel about privately hired associates with scripts and quotas, or even a call center? I know of a few RJ individuals who do just this with no compliance issues.

 
Don't know Eddie J's rules about this but I've known a couple of FA's that have done this and the purpose isn't to get them to commit to an appt right then and there but to find out if they'd be interested in a visit or ideas.  The FA's would then take the names that showed some interest and start contacting them.  A way not to do the cold-prospecting and a way to reach more people. 
Jul 15, 2009 5:30 pm
jkl1v1n6:
userfaname:

With reference to EDJ's rules; if your BOA is not allowed to make first client contact, how do they feel about privately hired associates with scripts and quotas, or even a call center? I know of a few RJ individuals who do just this with no compliance issues.



Don't know Eddie J's rules about this but I've known a couple of FA's that have done this and the purpose isn't to get them to commit to an appt right then and there but to find out if they'd be interested in a visit or ideas. The FA's would then take the names that showed some interest and start contacting them. A way not to do the cold-prospecting and a way to reach more people.





Precisely, although yet to receive an answer to the question. None the less, more contacts is better than less contacts regardless of how you shake a stick at it; I would hardly call this reinventing the wheel, simply adding a motor and ditching the horse.