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Feb 8, 2016 5:42 pm

Hi everyone - I'm a new(er) Financial Advisor with MSSB and I'm going to be logging my cold calls and results for all those who are interested, or anyone who also wants to share their numbers as well. Please feel free to comment anything you think may be of value.


Calls - 77 Contacts: 8 Prospects: 4 Appt: 1


Calls: 60 Contacts 13 Prospects: 6 Appt: 1

I am going to be cold calling 3 nights/weeks as well as networking events. I will try my best to keep this log up and rolling!


Feb 14, 2016 11:59 pm

How has this been going the past couple of weeks? I’m going to be starting back tomorrow with calling and will update. My main objective is to be consistent over time with my calling no matter what my day looks like.

Feb 15, 2016 9:07 pm

Unforunately, the first day back was a bust. A lot of ice on the roads and kids at home made calling impossible. Tomorrow will be he start!

Feb 26, 2016 5:23 pm

BTW, I’m working it, but I’m here for a group to do it with me…not interested in posting by myself, so I’m holding off until someone joins here and wants to do it together.

Mar 5, 2016 3:54 pm

Where are you getting your lists?

Apr 8, 2016 6:42 pm

I am cold calling as well. I am happy to share my numbers. I have been hitting a wall lately with the current list I have…


Dials- 197
Contacts- 8
Prospects- 0
Apts set- 0

Apr 14, 2016 6:12 pm

How are you building your lists? or are you buying them?

May 6, 2016 6:57 pm

I’ll join this log

Week 1:
375 dials
61 contacts
8 suspects
0 appointments

Happy Friday

May 17, 2016 1:06 pm

Week 2:
200 dials
25 contacts
6 suspects
4 intro calls set

Didn’t get as many dials in as I wanted to but productive nonetheless.

May 20, 2016 8:22 pm

Week 3:
250 dials
33 contacts
4 suspects
0 appointments

Another hectic week, need to pick up the volume of dials. Had two follow up calls from last week. One was a total bust, second one shows potential but nothing as of now.
Happy my suspect list is starting to fill up.

TGIF - phone was a little heavy this week

Jun 3, 2016 7:58 pm

Week 4:
265 dials
41 contacts
8 suspects
3 appointments set

Pretty quiet forum…no one else dialing anymore?

Jul 19, 2016 7:16 pm

Haven’t posted in a while.

Update: Since last post
New Assets: $1.086M
Assets YTD: $2.186M
Goal: $5.00M

Last two days dialing:
200 dials
14 contacts
5 suspects
1 appointment

Aug 3, 2016 7:57 pm

What kind of list are you calling on? And what is your pitch?

Aug 15, 2016 12:28 pm

BigEatz7 calling on corporate directories only. My pitch is “I manage the financial affairs for a group of individuals and families in the area, wanted to reach out and introduce myself and my team and see if there was any interest?” If they say no…on to the next.

Dial Log last week:
350 dials
31 contacts
9 suspects
3 meetings set

One meeting I had on Friday. Great prospect, early 40’s no kids, no debt, married, household income $300K a year, $100k in savings, $50k annuity. Set a follow up this week.

Another prospect has an $50k annuity he’s held for 15 years, hates the product wants to roll it into something else.

Anybody else dialing and having success? Any big wins?


Aug 22, 2016 7:24 pm


I’m doing literally the same thing. And having pretty similar success. Running into alot of prospects with most of their money tied up in their 401k… No real big wins yet this year.

Also - get alot of “I’m already working with someone”… Any answers for that one? Or do you just let them walk too? I havent been too pushy when I get that response…


Aug 29, 2016 5:33 pm

Eatz - My response to someone with another broker is “Would you ever be open to a second opinion?” Most times they say “I am happy, not right now, no thanks.” If they have been nice on the phone my response to that is “I understand, but how about this, would it be ok if I checked in with you down the road, maybe 6 months to a year to see if you’re still happy with your service?” Most people will always say yes that’s fine, so I put them on the calendar to call them in 6 months. It’s basically a way of building a quality contact list. Again, it all depends on if the person you called is worth staying in contact with.

This month has been an absolute drag…A lot of calls and no one picking up. After Labor Day things will get better. But gotta keep grinding…

Last week stats:
Calls: 375 dials
Contacts: 23
Suspects: 1
No appointments, sent out a ton of emails

I plan to drip on a lot of prospects this week, keeping myself busy.

Aug 29, 2016 8:41 pm

Nice, thanks for passing that along.

Seeing the same thing here though. August has been dead. Been blasting out alot of emails myself to my warm leads/drip list.

Sep 9, 2016 7:52 pm

Better week on the phone:
Calls: 275
Contacts: 35
Suspects: 2
Appointments: 2

It’s been tough getting people to respond to follow up appointments, send paper work, etc. This week was better. A lot more action on the phones. Two quality meetings set for next week. Looking forward to it. Happy hunting.

Oct 4, 2016 11:51 am

I cold call for a living in the financial services industry. I’ve been doing this for over 20 years. If you ever want to discuss strategies feel free to call me. 513-204-7999

Oct 4, 2016 3:48 pm

You said you are using corporate directories, how do you go about getting them, or how did you acquire them in your specific case ?