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Whatever ever you do pay him well
46mm in revenue or new aum?
Either way, I'd love to know his script!
Would also love to know his script, think I can probably get a few pointers haha
He brought the cpa $46 mm in revenue,not aum. Was a large firm and he(cold caller) focused on selling tax credits, primarily to oil/gas guys with large tax burdens. Owner of cpa firm would pre-buy the credits(at a discount), then sell (w/ a mark-up) but still attractive enough to the bus. Owners. Ultimately the cpa also ended up earning much of their Corp. Business as well. (Book keeping,pay roll, returns,etc. ) the guy cold calling made the cpa a small fortune. Cpa became greedy, and ended up losing the employee after several years.
I'm not sure what his script was. He built a "system" he used. I asked him back then what he was doing and he just held up his black planning book.lol Was pretty secretive about his "system." Would just say, I've developed a system overt my years of cold calling." Anyway, just a thought. I'd ordinarily not consider highering a cold caller,but knowing what he did for that CPA firm, and that he left them....maybe it was something to consider.