email [email protected]

I've used his service in the past and its pretty good, although havent used him in about 2 years.

I have been calling on corporate directories for awhile now, have a question for anyone.

Does it seem to you that people are too busy to talk at work?  Do you find that they have a knee-jerk reaction of "why am I getting called at work?" and quickly hang up? 

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

I would especially like to hear what The Judge has to say on this...

Having been a recruiter at one time in my life, my sense is that the wimps you reach will act as you say. Those with money and position will listen to a short presentation - assume others are hearing what they say, so just make it easy for them to schedule a lunch near their work in response to your rapp.

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

No. " I work with a number of clients, I'm talking to a lot of potential clients every day who mention friends and associates who might have a need or be interested, of course this is all highly confidential, your name came up. "

[quote=GolFA]

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

No. " I work with a number of clients, I'm talking to a lot of potential clients every day who mention friends and associates who might have a need or be interested, of course this is all highly confidential, your name came up. "

[/quote]

Ahh, much better than what I have been saying.  Do you find that some of these people seem too busy to talk at work?

[quote=GolFA]Having been a recruiter at one time in my life, my sense is that the wimps you reach will act as you say. Those with money and position will listen to a short presentation - assume others are hearing what they say, so just make it easy for them to schedule a lunch near their work in response to your rapp.[/quote]

Sorry for the other post, I just saw this.  Thanks GolFa.

Right, and you have to walk the talk, be sincere. In other words, really do talk to a lot of clients, ask them for names you can anonymously contact at work and just send info, basically be on the phone as much as possible, taking notes, making connections.

You can read the business journal or Google companies in your town with execs in the news, mention a little about what's happening with their company and such, in other words, you really are getting your contacts from phone networking, media referrals, maybe supplemented by a list.

Making all of these connections, you have something else valuable to offer besides just mutual funds - you are a connected rainmaker.

For recruiters it is ethical to imply that you generally work by referral and found someone by referral, if it is true.

[quote=wallstreeter]

I have been calling on corporate directories for awhile now, have a question for anyone.

Does it seem to you that people are too busy to talk at work?  Do you find that they have a knee-jerk reaction of "why am I getting called at work?" and quickly hang up? 

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

I would especially like to hear what The Judge has to say on this...

[/quote]

Why is a guy who does $500,000 for EACH $10mm who has averaged 40%/year for 40 years cold calling a bunch of couchbroke SOB's at work? HAve you been entirely honest with us? Here's a hint - you're a liar.

[quote=Bobby Hull][quote=wallstreeter]

I have been calling on corporate directories for awhile now, have a question for anyone.

Does it seem to you that people are too busy to talk at work?  Do you find that they have a knee-jerk reaction of "why am I getting called at work?" and quickly hang up? 

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

I would especially like to hear what The Judge has to say on this...

[/quote]

Why is a guy who does $500,000 for EACH $10mm who has averaged 40%/year for 40 years cold calling a bunch of couchbroke SOB's at work? HAve you been entirely honest with us? Here's a hint - you're a liar.

[/quote]

Because Bobby, whether it is $100,000 account or $1MM, it is all the same when we put in block trades.  10 $100k accounts is just fine, gives us 10 more people who might refer people to us. 

Well, most people you cold call will be "too busy" to talk to you.  Doesn't matter if they're at home, work, whatever.  I hear that all the time no matter where they are.  That's usually just a polite way of saying not interested.  But for me at least, people I call at work are more willing to talk.  Many times, they're bored at work and will give you a minute.  Not the case for business owners, they're genuinely busy and don't have the time. 

[quote=wallstreeter]

I have been calling on corporate directories for awhile now, have a question for anyone.

Does it seem to you that people are too busy to talk at work?  Do you find that they have a knee-jerk reaction of "why am I getting called at work?" and quickly hang up? 

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

I would especially like to hear what The Judge has to say on this...

When I call exec's, I usually do so before 9am or immediately after 5pm. During these times their gatekeeper may not be there...

When speaking with someone for the first time, I quickly mention my name and firm. I then address that I know they are busy and simply wanted to take a moment. After that its my 30 second spiel and take it from there...

On a somewhat unrelated topic... Another tactic I have been using for exec's when trying to get their ear for more than 34 seconds. I always try and close for a meeting, but often times they arent willing to commit. Of late, I have been arranging 15 minute conference calls. They seem to be more receptive to that approach, instead of committing to an hour meeting. This call gives us enough time to convey our value, learn more about their situations, and mutually determine whether it even makes sense to proceed from there...

Blarm, cool idea. What do you do in the 15 minutes? I would think you would want to have them talk as much as possible, to build the relationship and gather hot buttons to keep working on.

How you approach shows how you work - this approach seems ' new age'.

I like this approach, too, though I still kind of mix teleconferences and face-to-face meetings.  (I’m still at the throw it all at the wall and see what sticks phase).  Let me know how your results are.

Like you said, I introduce my team and our services to the exec for about 2 minutes. They already know what we do via an email with attachements before the conf call. If they guy is big enough, I will have one of my partners sit in as well.

After the chit chat we basically open it up and ask them probing questions. "Where is your current relation ship?" "How is the service? Investment returns?" The typical spiel to get them talking...

In reality, the most important thing is to have them COMMIT to taking that conf call. Baby steps in the beginning... Also, make sure that at the 14 minute mark you mention that you respect their time and want to end on time. 95% of the time, you will continue talking, but they will respect that and you earn points for your attnetiveness...

[quote=wallstreeter][quote=Bobby Hull][quote=wallstreeter]

I have been calling on corporate directories for awhile now, have a question for anyone.

Does it seem to you that people are too busy to talk at work?  Do you find that they have a knee-jerk reaction of "why am I getting called at work?" and quickly hang up? 

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

I would especially like to hear what The Judge has to say on this...

[/quote]

Why is a guy who does $500,000 for EACH $10mm who has averaged 40%/year for 40 years cold calling a bunch of couchbroke SOB's at work? HAve you been entirely honest with us? Here's a hint - you're a liar.

[/quote]

Because Bobby, whether it is $100,000 account or $1MM, it is all the same when we put in block trades.  10 $100k accounts is just fine, gives us 10 more people who might refer people to us. 

[/quote]

You're such a f**king liar. You should have referrals coming out the ass. Your sperm donor should be making trillions of dollars at 40% compunded for 40 years.

[quote=Bobby Hull][quote=wallstreeter][quote=Bobby Hull][quote=wallstreeter]

I have been calling on corporate directories for awhile now, have a question for anyone.

Does it seem to you that people are too busy to talk at work?  Do you find that they have a knee-jerk reaction of "why am I getting called at work?" and quickly hang up? 

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

I would especially like to hear what The Judge has to say on this...

[/quote]

Why is a guy who does $500,000 for EACH $10mm who has averaged 40%/year for 40 years cold calling a bunch of couchbroke SOB's at work? HAve you been entirely honest with us? Here's a hint - you're a liar.

[/quote]

Because Bobby, whether it is $100,000 account or $1MM, it is all the same when we put in block trades.  10 $100k accounts is just fine, gives us 10 more people who might refer people to us. 

[/quote]

You're such a f**king liar. You should have referrals coming out the ass. Your sperm donor should be making trillions of dollars at 40% compunded for 40 years.

[/quote]

Oh Bobby, I know, I am a HUGE liar.  I lie so much it makes you look almost truthful.  You are the one who is blowing this way out of proportion.  I am so glad you are here to point out my obvious flaws.  Maybe one day I can get my license and really be a broker...I can't wait to be just like you.  I just figured I would hop on some financial advisor site and see if I could impress some older brokers that would like to hire me on as an intern.  Thank you for allowing me to set the record straight so that I do not waste anyone else's time here.  When I do get into the business though, should I just offer annuities, maybe the JNL 5, and then post on this board just to let off steam by making wisecracks at every message posted, then claim to give advice on a subjects on which I do not know anything about since, well of course, it isn't about an annuity?  If not, could you please, ever so kindly, steer me in the right direction?  Thanks in advance Mr. Hull.

[quote=wallstreeter][quote=Bobby Hull][quote=wallstreeter][quote=Bobby Hull][quote=wallstreeter]

I have been calling on corporate directories for awhile now, have a question for anyone.

Does it seem to you that people are too busy to talk at work?  Do you find that they have a knee-jerk reaction of "why am I getting called at work?" and quickly hang up? 

They are somehow mystified that you have their number and ask "how'd you get this number" to which I reply "Your name and number is on my list of qualified investors.

I would especially like to hear what The Judge has to say on this...

[/quote]

Why is a guy who does $500,000 for EACH $10mm who has averaged 40%/year for 40 years cold calling a bunch of couchbroke SOB's at work? HAve you been entirely honest with us? Here's a hint - you're a liar.

[/quote]

Because Bobby, whether it is $100,000 account or $1MM, it is all the same when we put in block trades.  10 $100k accounts is just fine, gives us 10 more people who might refer people to us. 

[/quote]

You're such a f**king liar. You should have referrals coming out the ass. Your sperm donor should be making trillions of dollars at 40% compunded for 40 years.

[/quote]

Oh Bobby, I know, I am a HUGE liar.  I lie so much it makes you look almost truthful.  You are the one who is blowing this way out of proportion.  I am so glad you are here to point out my obvious flaws.  Maybe one day I can get my license and really be a broker...I can't wait to be just like you.  I just figured I would hop on some financial advisor site and see if I could impress some older brokers that would like to hire me on as an intern.  Thank you for allowing me to set the record straight so that I do not waste anyone else's time here.  When I do get into the business though, should I just offer annuities, maybe the JNL 5, and then post on this board just to let off steam by making wisecracks at every message posted, then claim to give advice on a subjects on which I do not know anything about since, well of course, it isn't about an annuity?  If not, could you please, ever so kindly, steer me in the right direction?  Thanks in advance Mr. Hull.

[/quote]

I think telling the truth would be a move in the right direction. So is setting yourself on fire. Pick one.

I vote for the fire option.