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Glad I didn't cancel that seminar!

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Sep 6, 2010 8:58 pm

I scheduled a small seminar on bonds back in August and didn't have a great response.  I only had 4 prospects respond so I decided to get on the phone and invite a few clients so I didn't have to cancel and the small number of people didn't feel strange in such a small meeting.  So I had a total of around 12 people come to the seminar.  I thought it was a wash at first since I didn't set any appts, but  last week I followed up again with the attendees and set an appt with one of the prospects.  I met with her last week and she showed me her Fidelity statements and asked for suggestions.  The assets there totaled about 1MM in her IRA's.  I asked her how much she had outside of her IRA's and she said over 3MM.  After some discussion and reccs she set a second appt and said she just needed to decide if she was transferring everything to me or just the IRA's.  I meet with her again around the 15th

Sep 7, 2010 11:32 am

Great work...! and good luck

Sep 7, 2010 6:38 pm

Legend, how often are you doing your seminars?

Sep 7, 2010 9:31 pm

Monthly from Oct-April.

Sep 7, 2010 10:07 pm