It can work. Google you local company execs (in the business news). Control the database using something like ACT. Send out something unusual about tax exempt investing. Attach a short note written on a sticky, include your bio.

Follow with a call - leave a message on voice mail if you likely don't get through. Just invite them to a nice one on one lunch right near their work.

Mail and call the same people every six weeks.

Implementation is everything. This works, if you choose to make it work. Consistency is the key, as it builds credibility.

I don't handwrite anything beyond a sticky note. With as many mailings as I do, simply signing my name is time consuming enough. Plus, I have terrible handwriting, so...

You can make time. Sometimes I bring a list of people to write notes and do it for a half hour at home. Between commercials of a game or whatever. Sometimes I like sititng on my A$$ on the couch and doing it then…

Off topic - I see pop up ads at the top of this thread advertising, “we sue stock brokers.” That really gives me a warm, fuzzy feeling. Who are these lawyer ads for?

[quote=planrcoach]Off topic - I see pop up ads at the top of this thread advertising, "we sue stock brokers." That really gives me a warm, fuzzy feeling. Who are these lawyer ads for?[/quote]

Yeah, I saw that, too. I think the person who sold the ad space, for this kind of ad, on this kind of forum would be a killer broker. Ya' know, like sellin' a fridge to an Eskimo.

That's funny, even global warming may have benefits,the way things are going, Eskimos may need fridges at some point in time. Maybe the ad salesman here knows something we don't.

What Farm boy was generally saying about the registered rep. getting squeezed, basically, by the suits (and the media), and now this ad banner "chop from the top", we gotta stick together more than ever.

[quote=planrcoach]

That's funny, even global warming may have benefits,the way things are going, Eskimos may need fridges at some point in time...[/quote]

I could use some global warming in South Georgia, right now. It's going to be 20 degrees in the morning and I've got to walk the dog...YIKES!

Well, the nice thing about freezing is it kills the fleas. Fido should be happier. I'll bet you can golf in South Georgia in the winter, just like I did in Oregon yesterday.

There is a nice article in the 2007 Farmer's Almanac about all the potential benefits of global warming - just for fun, I guess. I believe it may cause even more rain in the Pacific Northwes. Oh well.