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Aug 17, 2005 3:24 pm

What are the industry averages, or your averages, for number of contacts daily?appointments per week?Do you get new clients with a cold call and product strategy? How much in new assets per month?


Aug 17, 2005 6:21 pm

20 appts a month = 500,000 in new money for me

Aug 19, 2005 4:47 pm

Being new in the industry, I try to make 200 calls per day to yield 7-10 qualified prospects per day.  Appts are secondary goals on callbacks.  I have gotten clients off of cold calls, but it is a slow process.

Aug 23, 2005 3:02 pm

2 hours (1st calls) = 100 dials = 15-20 contacts = 2 apts per day.

8 apts per week = 2 - 4 new accounts for me, avg 1500 per acct.

Call with EIA's and profile on appt.


Aug 24, 2005 3:24 pm

EIA’s?  I would say the most difficult thing for me in the beginning were getting people to commit to an appointment.  Now, when I cold call, I only go for the people who want to talk to me, so appointments are becoming easier.