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Pre-Set Appointments and Buying Books

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Nov 20, 2006 5:27 am

I have two simple questions that I hope someone can help me out with.

1) Does anyone have any experience with pre-set appointments?  I have heard of one success story, but the problem is, it's the only story I've heard.  Supposedly this individual was slammed with appointments pre-set by a marketing company.

2) Does anyone have any experience with buying a brokers book of clients?  Once again, I've heard only one story. Seems very intriguing though, as it was stated to me that it costs about $1000 per $1,000,000 in assets.  Sounds true?  How many clients usually stay is the buying broker meets them with the selling broker and is recommended by him/her? 

Any info on these subjects would be greatly appreciated.  Until then I'll keep on smiling and dialing. :)

Nov 20, 2006 5:30 am

Sorry about the should have said "*Sound* true?" and "How many clients usually stay *if*..."

Thanks again.

Nov 20, 2006 3:45 pm

I'd be careful of the "Appt Setting" companies.  I've tried a couple (who were actually the same) and heard stories about a number of others.

Here's an interesting story:  Sign up for 40 preset appointments, cost was about $1500.  First appt: no show.  Second Appt: No show.  Third Appt:  "I thought you were coming to insure my TV" (no joke), Fourth appt: "I told that man on the phone I DID NOT want to see anyone". Fifth appt: "I told the guy on the phone to leave me along and put me on his DNC list" (through the door).

I know about 10 people who signed up for this program (it was called American Marketing Insurance Leads) and everyone had essentially the same responses.  Everyone tried to get their money back and most of us got nothing.  One of my friends drove up to their office in Bev Hills, to find there was no office at that address.  He wandered around the complex for a while and found them in another office w/ no sign out front (he just checked door after door).  4 guys sitting at desks making phone calls.  The "boss" was a guy with spiked purple hair, black fingernail polish and punk dress.  He got about half of his money back.

A year later I get a phone call from someone offering me guaranteed annuity appts.  I can't remember the name of the company.  The gal who called sounded familiar.  The address of the company was in Santa Monica, which if you know CA is as close as a block away from Bev Hills.  It was the same company, they just changed addresses and phone numbers.  SCAM.

I reccomend hiring someone to make calls for you and let them set appts from your office.  That way you stay in control.  Good Luck!

Nov 20, 2006 6:26 pm

Try this website:

It might give you some more insight as to pricing.

Nov 20, 2006 6:32 pm


Try this website:

It might give you some more insight as to pricing.



I just tried the website.  It looks like they are requiring you to be a member to view the practices for sale and calculating tools.  (these items we free to view in the past)

Nov 20, 2006 8:25 pm

Thanks for the input.  Keep it coming if possible!  How about buying a book?

Oct 18, 2008 8:27 pm

If I could buy a $1MM account / clienet for $1,000 tell me where to look?

Oct 19, 2008 3:17 am

One place to look would be the date of the thread you are responding to. It’s almost two years old.