What to cold call on?
I have been cold calling some with little success and have decided to dedicate more to it. I have called on statement reviews and financial planning, but I think I need to call on something else. But, not yet having my Series 7 limits me. What about variable annuities? Or, does it even matter what I call with as long as I do the numbers?
I think I know my problem now, because I have read this post a few times and I still don’t see anything costructive or helpful. Obviously that means there is something amiss with cognitive skills.
Fred, I call strictly to set an appointment and don’t talk product. I would not do it this way if I was putting insurance through a grid. If that was the case, I would qualify people financially and probably use a product approach.
That being said, all that matters is that you call.Hello Mr. & Mrs. Schmore This is Gaddock with yada yada here in jellystone.
I was calling to see if you're an investor and if so are you open to new ideas from time to time? Ta daaaaaaaaaaa When I have a new call I want to try I call the local ghetto an d work the kinks out and get it smooth.Thanks Gaddock. I’m going to give it a try.
Source URL:https://www.wealthmanagement.com/forums/prospecting-marketing-and-selling/what-cold-call