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Alternatives to cold calling

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Jul 22, 2011 1:42 am

I recently registered with an independent firm that does not allowing their financial advisers to cold call.  Most brokers in the firm are already established cpa's and tax professionals.

I was wondering what are other alternative ways are there to get new prospects other than cold calling?

Jul 22, 2011 2:59 am

Not trying to be a jerk however I have to ask...why would you register with a firm that doesn't allow cold calling without an alternative plan already in place on how to grow your business.

Jul 22, 2011 5:22 am

Just wondering... I think compliance said it is a California State Law.

Jul 23, 2011 4:06 am

[quote=nasdaqsuperstar]

I recently registered with an independent firm that does not allowing their financial advisers to cold call.  Most brokers in the firm are already established cpa's and tax professionals.

I was wondering what are other alternative ways are there to get new prospects other than cold calling?

[/quote]

Cold walking

Seminars

Networking

Begging friends and family

Getting recruited onto a team

Local print ads

Sandwich board signs stating: "Will work for IRA rollovers"

Churing your IRA for commissions

and, unemployment

Jul 25, 2011 11:56 pm

I haven't heard of a CA state law prohibiting cold calling. Are you thinking about the do not call list?

Jul 26, 2011 12:24 am

no such law exists against cold calling.  The DNC on the other hand... yea, that's no good.

Aug 1, 2011 12:40 am

Call businesses for an appointment instead?