Skip navigation

School directory

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Oct 14, 2008 11:00 pm

I have my son’s grade school directory – 499 families in an affluent district so they are all qualified.
How would you prospect this list?
I’m thinking the usual:  letter … phone call … get involved at school events.
Is there a specific approach or idea that would get a conversation started. Any potential pitfalls. (Should I doorknock them on Saturday afternoons?)
I have a few clients in this general age and demographic – doing 401k rollovers, college savings accounts, life insurance, sending them to estate attorneys.

Oct 15, 2008 12:21 am

Ferris, that’s what a wholesaler told me. Damnit.
Still hoping there is some potential here. Tired of doorknocking and cold calling. Let’s face it - those people hate to be solicited, too.

Oct 15, 2008 12:28 am

You definitely want to solicit these people, but you don't want to be using the grade school directory.  Get involved, but it has to be because you want to be involved and not for business purposes. 

The more involved that you are, the more people that you will meet.   Because of my insurance background, I'm scared to not solicit everyone with whom I have any type of relationship.  

I meet people.  I solicit them.  It's pretty simple for me.  My point is that I would solicit these people when I could do it warm, but not cold.  You can either call them all now cold or you can have a little patience and call them warm. 
Oct 15, 2008 12:52 am

Bottom line, everyone hates being prospected. One alternative is seminars that target this group.

Oct 15, 2008 4:26 am

Just pick their children up after school and then call the parents to see if they will meet you at the neighborhood park. Works every time.