{ "media_type": "text", "post_content": "Cold emailing vs. Cold calling? Which has better success for prospecting?", "post_id": "5a610e41f1e5020013089e07", "reply_count": 6, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

Cold emailing vs. Cold calling? Which has better success for prospecting?

likesmart
Posting as :
works at
You are currently posting as works at

Calling is better. But both are low yielding.

like

Cold calling for sure. Emails are easy to ignore. The only time I could email is when I can’t get through the gatekeeper after multiple attempts

like

Email but you end up having to call them afterwards to schedule it

like

Personally I prefer to send an email to give my initial call some substance and direction. I include a compelling reason why he should take my call.

like

No products or specialty services are ever mentioned

like

Such as, Prudential 1???

Additional Posts in Financial Advisors

Anyone interviewing at BNY Mellon digital? Thoughts about the business?

like

How do I know whether the offer is from PWC India/PWC AC?

funnylike

Do appraisers have more access to Sold Comps then agents? Everything that I’ve seen around my house varies so much and I don’t have interior pictures from the units to view the quality. How would an appraiser do this (looking at a refi)?

like

Anyone came across good perspectives on online grocery delivery companies. (Delivery hero, door dash etc). I am helping a start up figure whether it's better to just get bought out by a retailer or continue to run are funding.

like

Any lawyers out there go to law school for a specific practice area and end up in (and loving another) and how do you reconcile this with yourself?

like

How do y’all deal with depression during your cycle? I used to deal with depression pretty heavily, but it has become more manageable & not as all consuming in the past...except for when I’m on my period/pmsing. I become down for no reason and feel the same way I felt during the most challenging times of my depression.

like

A recruiter mentioned to me the possibility of a down payment assistance loan - does anyone have experience getting this from their employer and willing to share a bit of insight?

like

I am leaving with 1 YOE due to mental health reasons and just something more aligned with my goals. Is it realistic to apply for financial analysts roles? I heard from a recruiter that going from audit to analyst doesn't normally happen and that I should stick with Internal Audit/Accounting roles. TIA

like

Anyone work on a tough client for a long time? Like 7-8-10 years or more? What keeps you going?

like

What would be in hand please.Capgemini

Post Photo
like

Is the job title “Executive Recruiter” still a common title for a recruiter who hires for high-level roles in an organization or is there something new?

like

Question and confession: I am wondering …If abortions are illegal, will “stealthing” become a crime?

like

Is McKinsey’s salary negotiable at the time of accepting offer?

like

Anyone willing to refer me to Accenture. I am currently at Deloitte

like

Posted a larger version for easier reading . God bless each of you!

Post Photo
like

Do you remember the first Anime you watched?

like

Based of socal. How’s everyone’s staffing in the surrounding areas and what’s your management doing to ease staffing? How’s your retention rates and what are you guys doing to keep the staff nurses happy and retain them?

like

I’m currently a midlevel in big law hoping to switch to an in-house role. My work focuses primarily on antitrust and labor & employment, but My in-house searches are more industry focused (entertainment, sports, marketing type fields). Given how competitive those areas are, does anyone have any advice on how to stand out or what I should be doing before/while applying?

like

Anyone else here biking to work? On a local project and looking for good ideas for work outfits that are also bike friendly!

like

Additional Posts (overall)

What number would be considered a good, realistic annual new asset goal that you would be pleased with?

like

Has anyone used professional counseling support or a coach to help manage extreme stress and anxiety from burnout? Have gone from confident to operating constantly from a place of fear and worry...

like

Have you guys had any success managing client's expectations of future returns? I struggle explaining it without getting too technical and sounding too negative.

like

Do you believe that economic inequality is as bad a problem in the US and gloabaly as we are led to believe, and is a wealth tax a viable solution to the problem?

like

What do you use for billing? We have Black Diamond but it’s pricy.

like

Anyone successfully tap into your college’s alumni for business? How did you approach them?

likesmart

I’m feeling drained. Unmotivated, uninspired, & bored. My job takes all of my mental energy, but I can’t start looking for anything new yet.

like

I’ve usually been a pretty work oriented person but getting to a point where I don’t want work to be the only thing that defines my life. Can any one recommend interesting hobbies. Thanks.

like

MoneyGuidePro or E-money? I currently use MGP and wonder if e-money is any better besides the client vault?

like

I'm looking into the option of putting together a seminar. Does anyone know if wholesalers help cover mailings? Wheres the best place to get a mailing list for target audience?

like

What's something you believe in, that other people deem absurd?

like

Best direct mail marketing company?

like

Anyone using google adwords? My custom site is done and have about $150 in google adword credits... Thought about exploring that option..

like

Considering advertising on a website that is locally specific and gets tons of traffic (3,000,000/month). I was wondering if anyone has done anything like this, and if you have had any success.

like

I dont feel the "hunger" that every advisor should have. If I do 100-200k in business in a single day I then start to relax, slack off, etc. What do I do to build that hunger in me?

like

How do you all keep track of your personal finances/budgeting and what is the best way to do so?

like

Have any of you gone from WFA to Finet? Advice and comments please.

like

Why do people go to CPA's for investment and insurance advice? It drives me insane. I don't give tax advice even though I'm a CFP.

like

I know it’s been repealed, but I’m curious to hear what other advisors thought of the fiduciary rule. I’m new to the industry and think it makes sense frankly. Prevents bad FAs from ripping off their clients.

Thoughts on the stock market? Feels like we are flying too close to the sun.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy.

Already have an account? Log in

New to Fishbowl?

image with Fishbowl logo and arms reaching out for a handshake

Already have an account? Log in

By continuing you agree to Terms of Use and Privacy Policy.
Messaging rates may apply

For account settings, visit Fishbowl on Desktop Browser or

General

Legal