500 Day War Begins on Tuesday

Stone Cold check out this topic Qualifying My 500 Day WAR!!!!  It will give u some ideas. Read BondGuy (all of his posts) and follow his outline. I too looked at 40 contacts and BondGuy said closer to 75-100 perday. Let's go after this and make it happen!!!

[quote=rogerballs]

Stone Cold check out this topic Qualifying My 500 Day WAR!!!!  It will give u some ideas. Read BondGuy (all of his posts) and follow his outline. I too looked at 40 contacts and BondGuy said closer to 75-100 perday. Let's go after this and make it happen!!!

[/quote]

Wow, that is a lot of contacts per day.  BTW, I just read your thread.  Very motivational.  Are you purely doing a product pitch to small business owners as your only strategy?  I haven't ventured out of state yet in terms of pitching to small business owners so that strategy sort of interests me.  Would love to get your insights since it seems like your plan is solidified already.  I think it will definitely make this ride a little more exciting by having someone else pushing the rock up the hill at the same time.  Lets roll dude!! 

BTW, I am assuming you have generated revenue already so are your stated projections for the end of 2011 (7.2M AUM and $144,000 in T12) based on the $7.2m?  If so, sign me up? 

I am using a BondGuy' s tax free bond pitch, " this BondGuy Jr. at BondGuy Firm the reason for my call you is to let you you know that we've been seeing some very attractive bonds with equivalent yields as high a ____% lately,  I have nothing or you today but the next time I see one would you like to hear about it?

I already have some production that will enable me to pay the bills and survive. The Production for end of 2011 is for new business only. send me a pm with an email and I will share my 500 day war manual. 

The list is one I have had a lot of questions on. As Bill Good says, the best list is your own list. I have a unique list and we'll see how it works.

Let's ger ready to rumble!!!!!   

Excellent stuff, guys. I'm also pursuing a "War" but didn't consider one with such a long time horizon. Typically I work for 90-day surges based on an annual business plan. I am now dreaming bigger and am joining you in the War starting tomorrow!

Awesome!  The more the merrier.  Let's use this or alternatively, start a new thread to continually post our daily work activities to make sure we continue advancing forward.  Activity ALWAYS yields results. 

[quote=StoneColdMutha]Finalizing creative lead sourcing over this holiday weekend for my final niche.  Already have 2000 leads for one corporate niche.  1400 residential DNC leads for a product strategy for evening and late afternoon calls.  Also I have two more niches that I have a common thread with and approaching roughly 1000 thousand leads per niche.  It takes forever to use google, linkedin, association memberships, etc. to match a phone number with a list of names, but it will be worth it.  I have my script as well, so prepare for launch on Tuesday.  I will update this on a semi regular basis, but let's make this interactive.  Give me some contact goals.  The most I have ever done is 40 per day...and that was tough, but this is war so let's do this![/quote]

You say "leads" do you mean records or actual leads? I think list brokers are being very liberal by calling a record a lead. If they are "leads" that's one hell of a pipeline to start out with. If they are simply records you'll burn through that in a couple weeks. I had a database of 17,000+ non DNC numbers to dial from and got some milage out of it. I would get to work at 8 AM and one of two things would happen. I would get 40 new contacts or keep dialing until 8 PM before I would go home. It's my belief if you can get the 40 a day you can't fail.

As for a 'niche' you're going to need to kiss every toad that hops to start getting some order flow.

Gaddock, you are correct. My list of suspects is 63,000+. I will call this list os suspects looking for prospects( people who have been called and qualified for interest in munis). I expect 2,000 suspects will lead to  200 accounts. We'll see. I will be posting weekly numbers Next post is Sunday or Monday of next week!

[quote=Gaddock]

[quote=StoneColdMutha]Finalizing creative lead sourcing over this holiday weekend for my final niche.  Already have 2000 leads for one corporate niche.  1400 residential DNC leads for a product strategy for evening and late afternoon calls.  Also I have two more niches that I have a common thread with and approaching roughly 1000 thousand leads per niche.  It takes forever to use google, linkedin, association memberships, etc. to match a phone number with a list of names, but it will be worth it.  I have my script as well, so prepare for launch on Tuesday.  I will update this on a semi regular basis, but let's make this interactive.  Give me some contact goals.  The most I have ever done is 40 per day...and that was tough, but this is war so let's do this![/quote]

You say "leads" do you mean records or actual leads? I think list brokers are being very liberal by calling a record a lead. If they are "leads" that's one hell of a pipeline to start out with. If they are simply records you'll burn through that in a couple weeks. I had a database of 17,000+ non DNC numbers to dial from and got some milage out of it. I would get to work at 8 AM and one of two things would happen. I would get 40 new contacts or keep dialing until 8 PM before I would go home. It's my belief if you can get the 40 a day you can't fail.

As for a 'niche' you're going to need to kiss every toad that hops to start getting some order flow.

[/quote]

That list is creatively sourced leads.  In other words, they are leads that are for hard to get numbers...not something I purchased (outside of the residential numbers).  So let's hope I get a little mileage (i.e. success) out of them.  I can get an endless amount of small business leads so that isn't a problem.  We will see how things pan out, but I am definitely shooting for a high volume of daily contacts.

Best of luck to you guys.

[quote=rogerballs]

Gaddock, you are correct. My list of suspects is 63,000+. I will call this list os suspects looking for prospects( people who have been called and qualified for interest in munis). I expect 2,000 suspects will lead to  200 accounts. We'll see. I will be posting weekly numbers Next post is Sunday or Monday of next week!

[/quote]

AWESOME!!!!   I've posted this before and may be off by a digit or two but;

My averages while cold calling.

367 dials =

15 Leads (not very qualified but agreed to listen to a 'good idea' from time to time) =

1 customer, after NINE contacts (HUGE difference than a client or partner. A customer simply bought something from me).

The ruffly 35,000 dials I made in year one are worth about $70 a dial in gross production. A great and motivational way to think about it. Every dial you make will bring in $70 down the line.

I was half in the bag when I started a thread and the next morning a read it, for me, it was a huge mental turning point. I began to totally tear the phones up in a big way. If you search for the thread it may be worth the read.

Simple changes that brought big returns   link

[quote=StoneColdMutha] That list is creatively sourced leads.  In other words, they are leads that are for hard to get numbers...not something I purchased (outside of the residential numbers).  So let's hope I get a little mileage (i.e. success) out of them.  I can get an endless amount of small business leads so that isn't a problem.  We will see how things pan out, but I am definitely shooting for a high volume of daily contacts. [/quote]

Again, just my very humble opine is, using the word 'record' for something that is a number that has not been contacted is a misleading practice used by those selling lists. A lead is  a result from an actionable event creating interest in a potential future relationship anything less is simply a record.

I hope you both hit it out of the park. At the end of the day and looking back the Polk directory is just as good as anything else. Please know the 'lead brokers' lists are in my experience garbage. I've never bought a 'lead' that could hold a candle to one I created.

Rock on guys make your luck!!!!!! The harder you work the luckier you get!!!!!!

Oh yeah ... the local library can be a huge resource for databse info for free you would have to pay big bucks for otherwise i.e. SalesGenie etc etc.

Where do you get the Polk Directory?

[quote=Gaddock]

[quote=StoneColdMutha] That list is creatively sourced leads.  In other words, they are leads that are for hard to get numbers...not something I purchased (outside of the residential numbers).  So let's hope I get a little mileage (i.e. success) out of them.  I can get an endless amount of small business leads so that isn't a problem.  We will see how things pan out, but I am definitely shooting for a high volume of daily contacts. [/quote]

Again, just my very humble opine is, using the word 'record' for something that is a number that has not been contacted is a misleading practice used by those selling lists. A lead is  a result from an actionable event creating interest in a potential future relationship anything less is simply a record.

I hope you both hit it out of the park. At the end of the day and looking back the Polk directory is just as good as anything else. Please know the 'lead brokers' lists are in my experience garbage. I've never bought a 'lead' that could hold a candle to one I created.

Rock on guys make your luck!!!!!! The harder you work the luckier you get!!!!!!

Oh yeah ... the local library can be a huge resource for databse info for free you would have to pay big bucks for otherwise i.e. SalesGenie etc etc.

[/quote]

Thanks Gaddock.  Finished the day at exactly 300 dials.  150 in the morning and 150 after lunch.  In the morning I was calling small business owners and my contact ration sucks for calling them.  Called my creatively sourced leads (i.e. records where I used linkedin, google, etc. to put the number together with a name) and my contact ratio  impoved dramatically to 1 in 6.  One in ten is typical for me when I call small businesses.    Two appointments with "money in motion" from the afternoon calls.  Midsized rollovers, but I will take 'em because it gets me access to other people who are my "marks" coworkers.   

Btw, I know what resource you are talking about with respect to the library and I can get a seemingly endless supply of small biz names, but I am just not that effective with them since everyone calls them all of the time.  My creatively sourced names are barely even touched/targeted by others making it easier for me to make the sale...plus my increased contact ratio allows me to talk to more of them!!!  If I could replicate the contact ratio with the small businesses, maybe it wouldn't be so bad.  Go figure.  

Gaddock,

BTW, do you think your AGE pitch is still a good pitch given the environment we are in (for that matter, does the pitch even matter or is success a product of talking to a certain amount of people every day over an extended period of time?)  Also, did you mean 35,000 dials X $70 equaled $2,450,000 in revenue or did I read that wrong?  Thanks again for all of the advice.

[quote=Gaddock]

[quote=rogerballs]

Gaddock, you are correct. My list of suspects is 63,000+. I will call this list os suspects looking for prospects( people who have been called and qualified for interest in munis). I expect 2,000 suspects will lead to  200 accounts. We'll see. I will be posting weekly numbers Next post is Sunday or Monday of next week!

[/quote]

AWESOME!!!!   I've posted this before and may be off by a digit or two but;

My averages while cold calling.

367 dials =

15 Leads (not very qualified but agreed to listen to a 'good idea' from time to time) =

1 customer, after NINE contacts (HUGE difference than a client or partner. A customer simply bought something from me).

The ruffly 35,000 dials I made in year one are worth about $70 a dial in gross production. A great and motivational way to think about it. Every dial you make will bring in $70 down the line.

I was half in the bag when I started a thread and the next morning a read it, for me, it was a huge mental turning point. I began to totally tear the phones up in a big way. If you search for the thread it may be worth the read.

Simple changes that brought big returns   link

[/quote]

My stats are 98 calls to an appointment, 431 will bring me a closed account (normally between 100 and 500k) within a month.  I average 4 leads per hour of calling, 50 calls per hour business 75+ residential, but the ratio is about the same.   Last call session was 212 dials, 4 leads, one of them a well qualied prospect who agreed to meet before the end of October. 

High touch after the call does result in better closing ratios.

I normally ask for an e-mail address. Since I call on campaigns I then codify people by campaign (Seminar, Annuity, Bond, etc) and create 24 person e-mail distribution lists to be able to get under the 25+ needs pre approval hurdle in my wirehouse environment. Then, once a day, I hit a distribution list of 24 people (I have literally hundreds of these at this point) and include something that that campaign is interested in. 401k info, research report, market info on specific interest, etc.

Hope that helps.

Takingnames,

Do you mind sharing your pitch (it sounds like you may have several based on the type of campaign).  Thanks!

[quote=Takingnames]

My stats are 98 calls to an appointment, 431 will bring me a closed account (normally between 100 and 500k) within a month.  I average 4 leads per hour of calling, 50 calls per hour business 75+ residential, but the ratio is about the same.   Last call session was 212 dials, 4 leads, one of them a well qualied prospect who agreed to meet before the end of October. 

High touch after the call does result in better closing ratios.

I normally ask for an e-mail address. Since I call on campaigns I then codify people by campaign (Seminar, Annuity, Bond, etc) and create 24 person e-mail distribution lists to be able to get under the 25+ needs pre approval hurdle in my wirehouse environment. Then, once a day, I hit a distribution list of 24 people (I have literally hundreds of these at this point) and include something that that campaign is interested in. 401k info, research report, market info on specific interest, etc.

Hope that helps.[/quote]

I rarely, in the true sense, cold call now as I don't have the time and I run the money in my book myself. One day I think I'll become an SMA using the hedging strategy I employ. The numbers I'm creating are pretty OK, kicking off double digit alpha with a beta of under .6. FINRA prohibits me from more detail than that, here. When I call now it's typically very warm and or a referral. My call now is short and powerful, IMHO...

Hello Mr. Schmoe, this is X with X got your info from X ...

IF I can hedge your account from further loss will you open an account with me?

I say it with huge confidence and in a manner to say no makes you almost sound like a moron.

If they say no I say OK I appreciate a simple and real answer more than you know. Before you go can I ask you one simple and honest question? They will say yes almost always and then I say ....

WHY?  and then SHUT UP no matter how long it takes. he he he Talk about uncomfortable silence.

Then there will be some lame excuse. I'll say something like, Mr. Schmoe I know it's a scary world these days. Close your eyes and imagine your portfolio going from a buy and hang in there to an active strategy designed to STOP LOSSES FIRST that still makes a very good return ... It's a no brainer ... STICK YOU TOE IN THE WATER AND GIVE IT A TRY. The money I make on your account is nothing, IF what I'm telling you is true the money you make will CHANGE YOUR LIFE. IF this is true a year or two from now I'll ask you for all of your business and the names of people want the same ... fair enough?

Been working well, on a warm call I'll get ink on paper from eight of ten.

[quote=StoneColdMutha]

Gaddock,

BTW, do you think your AGE pitch is still a good pitch given the environment we are in (for that matter, does the pitch even matter or is success a product of talking to a certain amount of people every day over an extended period of time?)  Also, did you mean 35,000 dials X $70 equaled $2,450,000 in revenue or did I read that wrong?  Thanks again for all of the advice.[/quote]

I think it is timeless. That's why it was taught to countless classes of new AGE folks. AGE was the finest firm in the biz, Bagby will burn in hell for selling out a 120 year old firm to a piece of shit like WB.

Hello Mr. X I'm X with AGE here in town X ... I was calling you to see if you are an investor and IF SO ... would you be open to good ideas from time to time?

Timeless and it works in all markets.

7:02 A.M. and I have been here for 32 minutes already.  A little more prep work and I start dialing at 8 a.m.  Let's see what I can create today!!

1st call block done.  50 dials in 40 minutes...3 contacts.  Horrible!  Taking a 15 minute break and starting call block number two shortly.  I WILL NOT BE STOPPED!!! 

Go Bro GO! GOT 1st propsect. WHooOOOO  

WTH...!?!? be realistic... that isn't horrible.... DO this 5 more times today @ a minimum and let us know the final results.

[quote=StoneColdMutha]

1st call block done.  50 dials in 40 minutes...3 contacts.  Horrible!  Taking a 15 minute break and starting call block number two shortly.  I WILL NOT BE STOPPED!!! 

[/quote]

Another 50 in the books.  It seems that today is a Jewish holiday and a lot of people have taken the day as vacation.  One good 3 month prospect for the pipeline in this call block and one appointment out of only 4 contacts...so not bad.  Sipping a glass of water, eating a few pretzels, and about to go live again at around 10:15 for another call block.  I will be thumping my chest if I can score the same stats for the next call block.  Booyah!!

Blockbuster day so far.  Ditched the small business calls and called on one of my creatively sourced lead campaigns.  One call yielded an appointment for a review of the prospects personal account as well as that of the organization they run.  Another call yielded an appointment for a large personal retirement account.  Creatively sourced leads (a list I built) are so much more effective than reference usa business leads that anyone can get.  Getting ready to suck down another free wholesaler lunch in a few minutes!!!

1st success from the campaign yesterday evening in terms of money in.  Smallish account (only $40k), but we set up a draft to DCA $2k a month into the account.   

[quote=StoneColdMutha]

1st success from the campaign yesterday evening in terms of money in.  Smallish account (only $40k), but we set up a draft to DCA $2k a month into the account.   

[/quote]

Thats great... can you give us some more info? Did you set up the account over the phone?

No...didn't set up the account over the phone.  That isn't my business model.  I sell the value of "me" and I need to meet with the prospect to display that value.  So, I met with the guy, signed paperwork and funds are being ACAT'ed as we speak. 

[quote=StoneColdMutha]

No...didn't set up the account over the phone.  That isn't my business model.  I sell the value of "me" and I need to meet with the prospect to display that value.  So, I met with the guy, signed paperwork and funds are being ACAT'ed as we speak. 

[/quote]

He was a cold call from yesterday?

bump

Ist week of the war is in the books.  Got a small account on the books.  Set several good appointments for this week so it is going to be a busy week.  Had one appointment already this morning (money is about a year away) and set two more for later this week.  One thing is for damn sure...building your own list yields much better results than calling a standard list of small business owners that anyone can get.  It takes a heck of a lot of time to do it, but it is well worth it in my opinion!!  I am hungry though, I still want more!!!

[quote=StoneColdMutha]

No...didn't set up the account over the phone.  That isn't my business model.  I sell the value of "me" and I need to meet with the prospect to display that value.  So, I met with the guy, signed paperwork and funds are being ACAT'ed as we speak. 

[/quote]

IF they guy wants to set up an account over the phone DO IT! You'll have an asset landing zone ready and waiting.

[quote=StoneColdMutha]

Takingnames,

Do you mind sharing your pitch (it sounds like you may have several based on the type of campaign).  Thanks!

[/quote]

Will PM you with some later. 

[quote=Takingnames]

[quote=StoneColdMutha]

Takingnames,

Do you mind sharing your pitch (it sounds like you may have several based on the type of campaign).  Thanks!

[/quote]

Will PM you with some later. 

[/quote]

Awesome!! Thanks in advance!

bump

Great stuff!

Can you tell me about these "Creatively Sourced Leads"?  How do you compile these lists?  Where do you get the names?  Why are they so much better?

Keep up the great work!

[quote=IndyBDguy]

Great stuff!

Can you tell me about these "Creatively Sourced Leads"?  How do you compile these lists?  Where do you get the names?  Why are they so much better?

Keep up the great work!

[/quote]

You don't really "get" them anywhere, you have to target groups, then figure out how to get the phone numbers.  Anyone can buy a DNC residential name.  Anyone can download or purchase a list of business owners.  It still doesn't mean anyone is going to call those leads because most people don't cold call in large volumes in general, but if a lead is easy to get, it is likely that more than just you is calling that lead.

I have organizations/groups that I share a common trait or past with so I look for people within those niches then i go to work matching phone numbers with those names.  Takes a lot of time, but if you allocate time everyday to continuing to build your list, in no time you will have a decent sized list of creatively sourced leads in addition to free business leads and non-DNC residential leads that you can buy for 8-10 cent per lead.  This then allows me to run multiple "campaigns" which breaks up the monotony of saying the EXACT same thing on the phone 250 to 300 times per day! 

Stone, you are on to something. Calling in huge numbers, doesn't do you much good if you don't do what you are doing. You absolutely save time, make more money, by putting some sweat equity into WHO you are calling upon. Connection, available funds, motivation.... If you can find two, great, but if you got 3, you are 90% of the way there.

I agree. The hardest part about starting cold calling is to get your numbers up. You've first got to work hard. Then you refine your script, product, who you call, which is working smart.

Most people, myself included, started by working incredibly smart. Calling about the absolute best bond out there. What you thought was the perfect script. But you call 17-25 people a day before you say the hell with it.

Then you take a little hiatus, determine wtf you're actually doing and why you're even in this business (reading both of Bill Good's in a weekend is what did it for me), and you go back to the phones. And you're going back working hard and smart. It's hard to lose at that point.

My office has 3 lines. Yesterday there was a point in time where all 3 lines where lit up with prospects, P-R-O-S-P-E-C-T-S calling me back and asking for more info on the bond I called them about. I even heard "How many bonds are left? 265? Can I buy all of them?" I've called with much better bonds earlier in my career and heard the dial tone before I could utter which firm I was with. Now they're calling back. And they're hot and ready to buy.

This business really throws you through the wringer. Love hate love hate love hate. You just can't quit.

GHGR, good going, keep fighting it out.

I reached a point where I kind of wanted to get fired. Didnt like this job. And when you couldnt care less about whether or not a prospect buys from you is when they start buying. They can sense you're not hungry (even though you're starving). They think you were just giving them a courtesy call about the best bond out on the market. And for the love of god say they sell in incriments of 25 bonds. This was the game changer for me. I went from "The minimum is $5,000" to "These bonds sell in incriments of 25 bonds"

"M/M? This is ____ with ____ here in ____. I realize I'm calling out of the blue so I'll be brief. The reason for my call is we had one of the best __(state)__ tax free bonds that I've seen in quite a long time. It is insured. Would you like to hear about it?"

Bond buyers are real clients. And if it's a bond buyer who picked up the phone, they will ask to hear about it.

Prospect - "Wow that is a pretty good rate"

"Most of my clients who have bought this bond use their CD or MM money, because right now the banks really aren't paying anything. I mean they're lucky to get 1%."

Prospect- "Haha yeah no kidding."

"These bonds are selling in incriments of 25. We've only got about 250 bonds left."

 The soft sell > Boiler Room style any day. Especially when you're calling people 2 generations older than you.

And people have no loyalty when it comes to bonds. Anything with an interest rate attached. They want the best one out there. And they'll buy from you even though they've been with Joe Blow for 30 years.

Come to think about it, this business is exactly like getting girls. The less you get, the more desperate you are. And it's a downward spiral from there. Then you land a hottie. And for some reason all the others start lining up at your door. Because they can sense you just dont give a #$%. And they love that.

I'm a young gun and I realize the avg FA age is 49 and most of you are married. But you know how it goes

Get, when I was younger and getting started, I was already married but a hottie FA was telling me how selling is like sex. (For her it was.)

Later, I came to realize that in the book " Think and Grow Rich", Napolean Hill talks about how sexual energy transforms into new energy, where some of the most creative people have "kicked in" using this transformation.

Somehow, all of this relates to Tantric Yoga. Just kidding.

You should consider viewing the movie Apollo 13 over the weekend. Just keep telling yourself, "failure is not an option".

You obviously have what it take to be successful in this biz.

[quote=gethardgetraw]

I agree. The hardest part about starting cold calling is to get your numbers up. You've first got to work hard. Then you refine your script, product, who you call, which is working smart.

Most people, myself included, started by working incredibly smart. Calling about the absolute best bond out there. What you thought was the perfect script. But you call 17-25 people a day before you say the hell with it.

Then you take a little hiatus, determine wtf you're actually doing and why you're even in this business (reading both of Bill Good's in a weekend is what did it for me), and you go back to the phones. And you're going back working hard and smart. It's hard to lose at that point.

My office has 3 lines. Yesterday there was a point in time where all 3 lines where lit up with prospects, P-R-O-S-P-E-C-T-S calling me back and asking for more info on the bond I called them about. I even heard "How many bonds are left? 265? Can I buy all of them?" I've called with much better bonds earlier in my career and heard the dial tone before I could utter which firm I was with. Now they're calling back. And they're hot and ready to buy.

This business really throws you through the wringer. Love hate love hate love hate. You just can't quit.

[/quote]

I am at this point right now reading Bill's books after calling fo 2 weeks and getting my ass handed to me. First I used the TF bond script generic, last three days used AGE Script a little better, by a hair.

Next week will try with GHGR script on bonds. 

Roger.. If a call program generates zero results  in 2-5hrs of calling:

1. Change script (shorter is better)(remember to memorize your script, reading it isn't good enough)

Then if that doesn't make a difference

2. Change time calls are made

Then if still nothing

3. Change the list

Then if .....

4. Record yourself and see if you need to change your sound..

Then if...

5. Change product or service you are offering

Roger.... Ok, you need to find something that works, but then you have got to stick with it. You can't just try one thing for a little while and keep switching. Trust me, it's a natural instinct, but it's the road to ruin. Take a look at GHGR's comments. He gets it, and even he doesn't realize, yet, just how right he is. ghgr, like Ten says, needs to quit thinking about other options, or failure. You must absolutely be too stupid to quit, in order to succeed at this. 

I heard a story, that Alexander the Great had his ships burn their boats at shore, so they never thought about retreat. Roger, burn the boat... 

I would also stop calling people 9 states over... start with your metro area and then branch out..

Thanks all for the Ass whipping! 

I am calling my area and a radius of 200 miles from my home, just in case there is a whale (Gordon Gekko)that would like to meet face to face. So thanks for the input Squash.

  BIG the boat is in flames as we speak.

Monday morning will be using this from GHGR

"M/M? This is ____ with ____ here in ____. I realize I'm calling out of the blue so I'll be brief. The reason for my call is we had one of the best __(state)__ tax free bonds that I've seen in quite a long time. It is insured. Would you like to hear about it?"

Bond buyers are real clients. And if it's a bond buyer who picked up the phone, they will ask to hear about it.

Prospect - "Wow that is a pretty good rate"

"Most of my clients who have bought this bond use their CD or MM money, because right now the banks really aren't paying anything. I mean they're lucky to get 1%."

Prospect- "Haha yeah no kidding."

"These bonds are selling in incriments of 25. We've only got about 250 bonds left."

  I'll let you know how it goes!

Good week last week.  Lots of appointments, but one biggie on Friday.  A close to seven figure portfolio once I get all of the pieces (pre-retiree).  The guy is completely dissatisified with his current advisor and their firm (broker has moved multiple times) and his wife is retiring as well.  He also said he feels like he needs more insurance as well.  He basically gave up everything in our first meeting.   SWEET!   I know, I know...the ACATs haven't gone out of the door yet, but I am meeting them at their house to gather all of the docs and do the preliminary's this Wednesday evening.  All from a cold call off of a list I built!!!  The trick is to continue to get more and more of these each week!  Let's see how things pan out this week.   

Good week last week.  Lots of appointments, but one biggie on Friday.  A close to seven figure portfolio once I get all of the pieces (pre-retiree).  The guy is completely dissatisified with his current advisor and their firm (broker has moved multiple times) and his wife is retiring as well.  He also said he feels like he needs more insurance as well.  He basically gave up everything in our first meeting.   SWEET!   I know, I know...the ACATs haven't gone out of the door yet, but I am meeting them at their house to gather all of the docs and do the preliminary's this Wednesday evening.  All from a cold call off of a list I built!!!  The trick is to continue to get more and more of these each week!  Let's see how things pan out this week.