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May 13, 2014 7:47 pm

This is an excellent thread.
I find myself under the gun after my first year of selling at EDJ; in a similar place All The Way was in when he first started this thread. Starting from scratch, I had success doorknocking in the beginning, but this form of prospecting as an end all became stale quickly. Not that it isn’t incredibly effective, I just need some variation. I recently purchased a list and will be supplementing with some ideas that I’ve gleaned from the regulars on this post and will be conducting a blitz of my own starting tomorrow. I’m going to start at the EDJ prescribed 25 contacts and ramp up to 40-50.
I would be very happy with 5M AUM in 6 months… and ATW proved it can be done…(shout out with the ellipses).
It’s time to start hunting or hang it up. Who’s with me?

Jun 25, 2014 3:22 pm

ATW - about to start same campaign for rest of the year. What did your results turn out to be for your June deadline?

Jun 30, 2014 6:22 pm

hi everyone im from santiago of chile and i am fp since 2008,i need a advise of how you self motivate with cold calling ( so much time that i dont cold calling with strenght i think i cold call like 10-20 times per week), i am desmotivated since december of 2013 =/

thank you very much =)

Mar 2, 2015 1:33 pm

A few days ago it was nothing to do, began to look for how to make money on the internet and came across this seven WebMoney purse
Number: Z272096239460
Said that the need to put 77 to 7777 dollars and come back at 7 times more! I thought it was just another divorce, but $ 77 was not sorry to go.
Already thought lost money, but in 7 hours by going to the page I saw that I had 539 dollars! Sent a second time, it’s over. Sent a third, also came. But only 7 times a day, you can send money

Dec 1, 2015 10:55 pm

Hello Top Gunners,
Anyone still using the phone to bring in business???..its incredibly quiet out there…maybe a little 50 contact a day Blitz to help keep things moving. I’ll be back.
All The Way

Dec 2, 2015 10:14 pm

Hey All The Way,

I’m new to this side of the business. I’ve read all kinds of stuff on these forums (I’ve read through this thread several times in he past couple of months) and have been procrastinating for quite some time with picking up the phones. I started dabbling last week, made some calls yesterday and officially started a 500 day war of sorts today.

I’m independent and am going to start a thread because I could sure use motivation and pointers! But today’s #'s were 278 dials, 14 contacts 2 leads.

Dec 22, 2015 7:01 pm

I’m on production starting in 2016. Spent the last week reviewing this thread as I am in search of the best possible way for me to get my business off the ground. I will be mining through the bottom of my partners books to try to bring in more assets but have become convinced that I need to get myself in front of more people. It sounds like some guys out there are still having success dialing the phone.

I want to join anyone in 2016 that will be making a conceded effort to pound the phones. I can sacrifice about 2.5 hours a day for this. Just need a direction in terms of a list. ATW - How are you creating these lists from scratch? I know you’re using residential areas 20-25 min within your office location… But where are you getting this info in the first place? Phone books? Online?

Dec 30, 2015 2:06 pm

Hi BigEatz,
Your plan looks solid. 2.5 hours a day will get you there. I’ve made some changes in how I build my business and will start a new thread on the weekend to focus on the prospecting activities that I’m doing, mainly seminars and 1 on 1 meetings. Yes, the phone still works and I look forward to following your progress. Be active, call 4 days a week and post often as it can get a bit lonely out there.
All The Way

Jan 3, 2016 4:54 am

ATW, Looking forward to reading about your updated prospecting strategies. I will keep you updated on the calling.

Jan 3, 2016 2:56 pm

I’m about to embark on an aggressive cold calling campaign myself. 100 Contacts Per Week until August 1st. I’m hoping to bring in 1 million per month in new assets. I have a funnel that is ripe from calls last year, just need to start bringing in the assets.

I’m on board for posting stats, results and sharing ideas. I’ve been calling on general wealth management, specifically asking them to let me review their portfolio. I’m interested in hearing about how and what products people are calling on.

I call small businesses and corporate directories

Jan 4, 2016 3:16 am

Browndog, where are you getting your lists? Do you send out any mailers prior?

I’m going to focus on general wealth management as well as financial/retirement planning.

Jan 4, 2016 5:55 pm

Business owner lists come from a public database, corporate direct dials are purchased

Jan 6, 2016 9:36 pm

Browndog, just got my hands on a local corporate dial list. Are you getting anyone asking you how you got their business number? What is your response for that?

Jan 7, 2016 1:14 am

I just tell the truth, “I work with a company that creates direct dial lists for companies in the area that I’d like to work with”. I figure that if you are trying to build someone’s trust, it’s best not to lie to them in the first conversation.

Also, if you are saying that you work with select employees of XXXX Company… be prepared for someone to ask you who you work with. If you don’t have a reference it can put you in a bad spot. I got called out on that one before.

Jan 7, 2016 1:16 am

bigeatz are you calling on product?

Jan 11, 2016 5:50 pm

browndog - I’m calling on financial planning and portfolio reviews. If they’re not interested, I ask them if they would be interested in attending a seminar (running one first week of may) or if I can send them some more information.

What are you calling on?

Feb 6, 2016 6:27 pm

Hi Vortex,
I see you want to do biz owner seminars. I run them on a regular basis and have a check list of what and when to do it. Let me know if you want it uploaded. it may seem a bit overloaded at first but once you’ve done a couple it’s pretty much…easy going.
I got one planned for this Thursday, so far 15 people in.
Go get them Big Man.
All The Way

Feb 18, 2016 10:10 pm


Been following your posts for years now, but just now registered for the site. Great Stuff. I’d like to take a look at that checklist if you’re offering.

Feb 22, 2016 6:16 pm

Hello Indy,
It’s a bit exhaustive but once you’ve done it 2-3 times, its pretty much second nature. good luck.
Seminar Planning Checklist

5 Weeks before your Seminar:
Select the message for your seminar and the target audience (geographically or by profession)
Determine the number of guests you and the venue can service comfortably.
If appropriate, invite a guest speaker and verify dates available.
Select the date and time of seminar (preferable not conflicting with important sport games and/or holidays).
Choose location. Make sure you have seen or know the location. If needed, inquire as to parking or valet parking services available
Reserve location and reserve guest speaker.
Get logo of who is co-sponsoring.
Get logo of restaurant who will be hosting event. If including menu in your invitation, have restaurant send you choices with the restaurant logo on menu.
Have a short bio ready of yourself, presenter and special guest.
Send your seminar invitations to compliance & marketing for invitation set up and approval.
Reserve your companies Seminar Banners.
Ensure the office has enough envelopes for mailing.
Ensure the office has enough labels for envelopes.

4 weeks before your Seminar:
Update your web site and LinkedIn to announce seminar date, topics and location.
Make arrangement for pens, note pads, and gifts. (Wholesaler)
Prepare seminar feedback form.

3 Weeks before your seminar
Wash all residential phone numbers through the Do-Not-Call
Have invitations printed.
Mail all invitations.
Reconfirm with venue and guest speaker that all is set.
Practice your part of the presentation.

2 Weeks before your seminar
Begin calling all the people you have sent invitations to.

1 Week before your seminar
Determine room set up.
Make arrangements for any refreshments,
Discuss with your team plans for greeting and registering guests.
Practice your presentation again.
Go to venue and check lighting, audio-visual and sound equipment

1 DAY before your seminar
Reconfirm by phone all attendees and keep a list of all guests attending.
Practice your presentation again.

Seminar Day
Arrive at restaurant/ venue early
Place welcome banners
Set up registration table if needed
Check lighting, audio-visual and sound equipment
Check heating /air conditioning
Set out pens, pads, marketing material, seminar feedback form, etc
Prepare water for guest speakers.
Do not drink alcohol before event.

At the end of event.
Thank attendees and personally talk to each and every one of them.
Explain the importance of filling in the feedback form
Clearly explain the next steps; you will be getting a call.

2 Days after event.
Start calling attendees.

Feb 22, 2016 6:21 pm

By the way, did a seminar 2 weeks ago, had 13 people which is fine. so far 11 booked into meetings and follow up on the 2 stragglers this week. For biz owners, I just cold called and then emailed Pdf of invitation, then followed up. Once in a while I’ll do a large residential mailing but prefer professionals and owners of business.
All The Way