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What to cold call on?

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Sep 27, 2009 2:43 pm

I have been cold calling some with little success and have decided to dedicate more to it. I have called on statement reviews and financial planning, but I think I need to call on something else.  But, not yet having my Series 7 limits me. What about variable annuities? Or, does it even matter what I call with as long as I do the numbers?

Sep 27, 2009 5:05 pm

I think I know my problem now, because I have read this post a few times and I still don’t see anything costructive or helpful. Obviously that means there is something amiss with cognitive skills.

Sep 27, 2009 6:00 pm

Fred, I call strictly to set an appointment and don’t talk product.    I would not do it this way if I was putting insurance through a grid.  If that was the case, I would qualify people financially and probably use a product approach.

  That being said, all that matters is that you call. 
Sep 27, 2009 7:06 pm

Hello Mr. & Mrs. Schmore This is Gaddock with yada yada here in jellystone.

  I was calling to see if you're an investor and if so are you open to new ideas from time to time?   Ta daaaaaaaaaaa   When I have a new call I want to try I call the local ghetto an d work the kinks out and get it smooth.
Sep 28, 2009 12:25 am

Thanks Gaddock. I’m going to give it a try.