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Jun 10, 2007 10:42 pm

OK, Thats it.

I almost forgot why I came to this board in the first place. That is, to get good ideas, maybe help some newbies, and find new ways to grow my business.

I RESOLVE: I will never ever again respond to the posts of one multi named troll who provokes bashing and arguing on these boards. I will use these boards for their intended endgame, which is to help and be helped. The troll (s) can say anything they want about me or to me, I will ignore it.

Lets all try to renew this community as a mutually helpful one!

Take the example of the Judge. We all have a lot to offer each other. End the horseh#t.

What is the one idea you are currently using to grow your business?

Jun 10, 2007 10:52 pm

Beg your pardon...who is doing the promoting here?

Here's your true colors:


I came here looking for constructive comments, and I found them:

That is Bobby Hulls comment: Please go kill yourself!


Jun 10, 2007 11:07 pm


What is the one idea you are currently using to grow your business?


Waiting for low producers in my branch to go indie then calling their clients.
Jun 10, 2007 11:26 pm

Now hear this: Reggin’s big business building idea is “waiting”. Let no man doubt his business acumen. He has so much to teach us all.
 Sorry all, I’m so starved for pertinent info affecting my business that I’ve sunk to officially trolling.

Jun 10, 2007 11:40 pm

I’m well above 100MM AUM.

Maybe you should do a little more waiting and a little less gum flapping.

Way to derail Pratoman’s honest attempt at making this place more


Jun 10, 2007 11:45 pm

You’re right. Waiting for attrition is so much better that hosting seminars, cold/warm calling, networking and proactively gathering referrals (as I do). You are truly a font of wisdom not only for Pratoman, but for the rest of us as well.

Jun 11, 2007 12:28 am

I’m focusing on developing CPA relationships. During tax season, I sent out a letteer with a returnable form asking clients to sign giving me permission to take the load off them by forwarding their gain/loss to their CPA. I then called the CPA’s letting them know it was gcoming. After tax season i held a CE Credits seminar and invited them all. Now I’m contacting them one on one to get together and learn about each others practice.

Jun 11, 2007 12:34 am

pratoman, For what it’s worth, I think you’re on the right track. CPA networking is very effective, but it takes time. Keep up the relationships, but don’t expect immediate referrals. The only other insight I have is BE YOURSELF. Don’t try yo become some salesman character. Talk to your prospect, clients and network the same way you talk to your family and friends. Lastly, when in doubt, do SOMETHING. Either schedule a seminar venue and begin preparing a presentation, pick up the Hill-Donelly directory and the phone, or invite a CPA out to lunch. 

Jun 11, 2007 12:35 am

Please read his ORIGINAL question over again. I have it here for you:

"What is the one idea you are currently using to grow your business?"

one idea - Obviously not ALL of the things that I am doing. It’s just ONE.

currently - For the next couple weeks. Hence the word currently. I think our

branch will lose a few people, nothing wrong with taking advantage of this


Once again please refer to my last post to you, the part about gum flapping.

Jun 11, 2007 12:37 am

You nailed it, Reggin. That’s the one idea he was looking for. You whining like a failing trainee.

Jun 11, 2007 2:54 am

Whatever. It’s an idea, one I am currently using. You don’t have to like it

nor does he. Did you have any IDEAS of yours to contribute or would you

like to continue hijacking this thread?

Jun 11, 2007 3:15 am

Reggin, old pal. Go back and re-read every post on this thread. Who is the only contributor of ANY sales ideas? Good luck to all who care about their business enough to look for sales ideas here on a weekend. To someone who accuses anyone of “hijacking” this thread, you’ll get exactly what you’ve earned, a bigger chip on your shoulder and an inadequate paycheck. P.S. My current, most successful idea is to invite my best clients and a friend(s) of their choice to be my guests on a fishing trip aboard my 30" center console to a day of offshore fishing locally, or, if the prospect is big enough, to a long weekend big game fishing in the Keys, also on my boat. I thought this was too specific to be of use to some, so I tried to give sound, non-specific advice.

Jun 11, 2007 8:22 pm

" trip aboard my 30" center console..."

You have a 30 incher? WOW that's big even by internet standards! (ever notice how everybody in porn has such small hands?)

I guess you could use it to fish with (You could jump rope with that thing! We'll never fit it on the record jacket!) if you're into that sort of thing! Put a bobber on the knob!

What's working now? Munis.

But also what Reggin said, except I don't have people leaving my firm, I have people looking to join it. I get the fun of picking off clients of the other firms in the area that are in a state of flux (like Smith Barney, but if I were elsewhere then the AGE clients would be getting a soothing message of stability in an age of turmoil!). If you don't work for/with WB or AGE and there is an office around you, you should be shaking off all that low hanging fruit!

If you are and AGE broker, you should be spending all your time cooing "serenity now" into your client's ears! 

Jun 11, 2007 8:35 pm

Whomitmay, You missed your true calling as a middle school typing teacher. Haha.

Jun 12, 2007 12:59 am

I'll ignore all the stupid drivel and stay constructive.

Broker010 - good advice. I have one CPA I've been working with and he consistently sends me the best referrals I get