Cold Calling War Stories/Successes

228 members
This bowl is for FA's that are true phone pounders. We make it a part of everyday life to pick up the phone.

Best place to buy lists ?

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Anyone have a YouTube channel?

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I’m an FA at a big private bank with a comfy salary ($80k) but minimal training and basically no help to build my book. I got an offer with a competitor for a $60k salary but I’d be inheriting a book

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What’s your pitch when you call a prospect?

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Anyone get the EA designation and doesn’t focus on taxes?

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How much do you think the day you are cold calling matters? I feel like I get a lot more no’s on Monday and yeses towards the end of the week.

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I have come across a solution that has been really successful for our advisors getting in front of business owners and CFOs. Would it be OK to post the details or no?

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What do you do to stay motivated?

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What companies offer the best leads?

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