What to cold call on?
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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?
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.
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.
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.