Fairly new in the Financial Services business. Didn't start at a wire house, starting as an independent. What's the best way to build a book of business. Anyone?

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Do as much networking as possible also, try for 2 nights a week at an event. Just any way you can meet people. Contact sport.Starting out all that matters is that you meet a lot of people and tell them your story. Networking will bring results if you stick with it but it takes time. Sometimes years, before it really brings meaningful results. In the meantime thats why you have to call, it will be a lot of grunt work but if you stick with it you will get results faster (not overnight - takes time to develop a good pipeline of prospects, and these days, more time to close them.

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Don't spend a lot of time thinking up a strategy it is a waste. If you speak with enough people you will see results. Whatever you are comfortable with. Call businesses and ask for the owner. (get names first).You can call on a tax free bond if you are comfortable with that, or you can call for an appointment. If you want to call for appointments there is a book titled "Cold Calling That Really Works". Don't remember the author, just google it or find it on Amazon. Track your dials, contacts, results with each script, so you know what works for you or not.

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Just get on the phone and call, call, call. If I was starting out and needed to just open accounts today, thats what I would do. Doesn't matter what you call on, only matters that you call.

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If you are new, the phone is the only way to do it. I have a renewed committment to the phone that has paid dividends. A couple of weeks ago I started calling in a makeshift bullpen with another rookie in my office. Literally doubled my pipeline in the last two weeks. The energy from calling someone else, and the sheer volume of activity has been invaluable to my 1. survival 2. hopeful prosperity.

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