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Oct 17, 2016 1:14 pm

amz91: I use a list broker. I won’t tell you who I use. That’s your job to find one. I try to stick to publically traded companies in my area. It can get expensive, but find a guy in the office and split it with him.

Last week with holidays was tough on the phone. Made about 300 dials, a few contacts, no real prospects. It has been difficult acquiring assets the last few months. Realistically, I’d like to try to close on $400k in assets by next month of smaller accounts in the pipeline.

Happy Monday, keep grinding.

Oct 17, 2016 6:20 pm

bullish these are great numbers. You are very consistent with your approach. I’m sure you’ll reap success down the road. Looking forward to here again about this weeks number. I’m also a rookie with about 2M in AUM since 6 months (mostly friends, family and a couple of reference). But like you I want to step up my game a couple of notches higher. I started calling today. I was able to pass through my coldcall reluctance because of your and others thread on this website. great community! Here are my stats:

Calls: 54
Contacts: 14
Emails obtain: 7
Meeting: 1

I call businesse owners and no residentials yet.

Keep grinding bullish! looking forward your next post!

Oct 18, 2016 1:06 pm


That’s a great start. Boost that up to over 100 calls and you’ll see even better results. Best time to call is 8:30-10am. I find those hours to be the most productive times. Personally, I don’t call homes. Too much gray area…DNC list, and people get mad. My experience is calling at work is always best. If you just started calling do not give up, commit for at least 3 months. Most people say it sucks because they give up after a week. Keep it going buddy. Happy hunting.

Oct 18, 2016 5:35 pm

Thanks for the advice bullish. Was pretty pumped up after I showed my list to an older rep who built his book exclusively with coldcalls. He said it was a small world and he knew some people in my list… travelling in helicopter. talk about a low rate of succes and major blowout numbers when you get one! So second day into the books:

Calls: 54
Contacts: 8

Pumped up for tomorrow I got a fresh new list to start the day about 80 business owners with company’s revenu in the range of 10-50M$.

Building my brand and taking names!

Oct 19, 2016 12:36 pm

Good stuff Gritt,

It is hard and it takes a mental toll. Over the summer another broker and I called everyday 150+ calls a day easy…totally dry. It’s all about timing and not giving up. Majority of the time I find a buddy to make calls with because it keeps you accountable.

Business update - NNM for OCT $550k into 529’s and muni’s
$400K+ assets with great potential to close on in the pipeline. Hopefully I can hit $1mm in new assets by end of month. I haven’t done much calls out to businesses but I’m going to mix it in with corporate directories. I made an account at the local library and use the AtoZ database. I did a search of businesses doing $1-5mm in revenue a year within 25 miles of the office. I’ll call on retirement assets and lending. Made 80 calls so far and haven’t gotten anything, but I’m feeling lucky today…pick up the phone and start dialing!

Oct 21, 2016 3:36 pm

Thanks for the advice. Since I have no rookie doing coldcalls with me, I use this blog to keep me accountable. Great numbers for you this month (even though you built it call by call through the past few weeks). There are no overnight success. Congrats. Do you mind sharing your script Bullish? So not the best week for me in terms of numbers. I just finished prepared next week’s calls (about 300–> 75x4days). Wont be too tough to beat my 108 calls for this week. I’ve been watching Glengarry, Boiler room and wolf of wall street to motivate me in picking up the phone. Looking forward next week to build my momentum. Lets reach those numbers. Building my brand and taking names

Oct 24, 2016 1:41 pm

Good work,
My script is basic…“Hello______________, this is Bullish at XYZ Wealth Management, how are you? I wanted to reach out as a courtesy to let you know about a newly issued Cd yielding 1%, that’s more than any savings account, and wanted to know if you’d like me to pass along the information to you.” is for business owners. For corporate calls its “Hello_____________, this is bullish at XYZ Wealth Management. The reason for my call is that I work with many professionals in your industry by helping with personal investments and savings and wanted to know if you were interested in possibly sitting down and hearing more about benefits of an XYZ relationship.”

Simple and to the point.

Nov 7, 2016 2:09 pm

Last weeks stats:

Dails: 300

Contacts: 20

Suspects: 4

Appointments set: 2

Set up a call for tomorrow afternoon with a guy who didn't even know what firm his money was at??? And a meeting Thursday, not sure if either of them have $250K+ but productivity nonetheless. Happy Monday

Dec 5, 2016 5:36 am

Starting in on my calls next week and in a similar situation to Gritt in that I have no other rookie advisors to keep me accountable at the firm, so I'll be posting on here as well. Nice method guys and thanks for sharing, happy hunting.