Leads

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Jan 10, 2008 11:48 am

For those who first started out as telemarketing stockbroker trainees, are leads just handed to you by a senoir broker and then call on them all day?  Or are you expected to source your own leads? (i.e. D&B)

Jan 10, 2008 8:07 pm

if you want to stay a trainee, let the senior broker give you leads. If you want to be a regular broker, source your own leads. You can find leads anywhere, without paying for them: local newspaper, homeowners in certain neighborhoods, business owners, etc. After a few weeks, you've built a leads list that otherwise would have cost you several hundred dollars and probably consisted of old data.

 
Take the initiative now and work for yourself sooner.  
Jan 10, 2008 8:13 pm

...am I confusing stories...I thought you were working in a tax practice and were exploring starting with HD Vest?

Jan 10, 2008 8:36 pm
doberman:

if you want to stay a trainee, let the senior broker give you leads. If you want to be a regular broker, source your own leads. You can find leads anywhere, without paying for them: local newspaper, homeowners in certain neighborhoods, business owners, etc. After a few weeks, you've built a leads list that otherwise would have cost you several hundred dollars and probably consisted of old data.

 
Take the initiative now and work for yourself sooner.  
 
 
I think thats some of the best advice you could give someone starting out.  Nice post!