So I am thinking of hiring some cold callers to call and generate leads for me. Anyone do this too, and care to share you experience?

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

I have a cold caller who has been with me for about 3 months now. I pay him $10 an hour plus performance bonuses based on calls made, cold call questionaaires he completes and appointments that he sets. He works about 35 hours a week. He calls through a phone tracking system so I can tell if his numbers are bullshit. I end up paying him about $2,400 a month when it is all said and done. Of course in the past two months of calling a particular defense contractor he has opened up 148 new prospects for me. I have met with about 30 of them and am in the process of opening several large AUM cases. I figure in 6 months the production that comes from him will be at least self sustaining if not increasing my net revenue.

like

Wealth Mngt. ADV 1 : where are you pulling list to call from? How'd you end up with a defense contractor? Is he calling w script and just telling what your firm does, or something else?

Thanks, J

like

My friend does this. He pays a 35,000 salary w benefits

like

.

Related Posts

I am starting a new role with a new company and will have 6 direct reports. Although I have managed teams before in a consulting project setting, this will be the first time in industry. Any recommendations on how to sharpen my management skills (books, blogs, etc). Particularly looking at how to delegate effectively and practical examples on how to run day to day.

like

Bain & Company Looking for a referral into one of the major consulting firms … BCG / Accenture Song / Bain ect . My background is in media strategy and project management . Spent the last 3 years focusing on change management and processes development across complex CPG organizations. Overall 11 YOE. DM or comment of any roles you think relevant and are willing to do a referral for.BCG Digital Ventures Boston Consulting Group Bain & Company Accenture

like

Any openings for a frontend developer with 7+ years of experience in React JS?

like

Hi Fishes,

Greetings for the day.

I am jobless from the past 7 months due to the recission. Need help. I am having 13 Years of experience into Internal audit, Internal Controls, SOX Compliance, Financial Risk, Risk Assessment, Risk Management, IT and Operational Risk Management. Kindly do refer me in case of any openings in your organization. I am open for Delhi NCR, Gurgaon, Pune and Bangalore location.

like

I no longer have access to the Microsoft bowl due to the change in work email address, so I thought I'd see if any Microsoft management (former or current) are in here. I'm looking to confirm that when potentially coming back on at Microsoft, the hiring manager will be able to see my previous connects. I had a great experience at Microsoft, and would like to keep that door open in my mind, though my last connect has what I would call unfair characterizations due to a unique chain of events.

like

Kindly DM for referral to below opportunity in LTI.

Post Photo
like

Anyone know a good company that is hiring in Dallas or remote? Looking for consultant, Product/Project Manager, Integration Specialist/developer or similar roles!

like

Anyone got the skinny on Alix consulting?

Got pinged by a recruiter for an MD role in digital transformation

He claims they compete with MBB and Alvarez.

Thoughts?

like

Salaries have really been spiking. I am curious what the salary for a Principal/ Junior Partners would be in a mid-sized accounting firm now. In January I was approached for $200K for a senior manager role. Now a head hunter has approached me with $225K.

like

What has been the best role introduction you have heard from someone?

like

Can anyone provide referral to Amazon? Thank you!

like

Deloitte USI is hiring for its SAP practice.
Let me know if you’re interested, I can help you with a referral! 🙂

Post Photo
like

My BGV in Oracle has been completed on 8th March. I have received offer letter but it doesn't have joining date. Hiring Manager has given me verbal joining date of 17th March. Is there any portal where I can check my joining date?

like
like

Hi Fishes! I am searching for an opportunity in Financial Planning and Analysis role (Finance) with 7.7 years of experience. Any leads ? Appreciations in advance !!

like

Has anyone worked in marketing at Dropbox? They have an interesting role open. I’m hoping to gain some insight and network if possible

like

Anyone know if any of the MBBs are hiring experienced hires in India?

like

More Posts

Persistent is forcing to wfo, though I have genuine reason for wfh. Currently being a fresher I don't have much options, what should I do.
Thanks in advance for any feedbacks.
Persistent Systems Limited

like

Struggling with chronic headaches and jaw tension. Any recommendations for specialists in Toronto?
Also curious if anyone has tried botox for those as I’ve heard of it but cautious..

like

How do I get out of pharma?! I feel like the only people reading my resumes are pharma recruiters

like

Does BOA provide welcome kit to new joiners?
If yes, what's that?

like

What is the best way to search for remote job openings in the IT sector in Canada provided you already have a PR and everythg is legal

like

12 years ex- Accenture. Certified Scrum Master, Product Owner and Salesforce Certified. In Kolkata (preferred), Open for Bangalore. Currently in Notice period. DM me for open roles.

like

Hi fishes,

I am looking for a job opportunity, please find the details below and let me know if any one has any suitable openings.

Role - Project Manager, PMP cert. (Agile, JIRA, etc)
YOE - 9.2
Company - Valeo (Automotive SW development)
Serving notice period
Offer in hand - Bosch and Born Group

Hi good people of this community! Anyone working in the ESG/ climate impact space? I have 6+ pm work experience in deep tech/ emerging tech, looking to pivot to this green tech/ climate tech space! If there is anyone who knows someone else I could or should reach out to via networking platform, i can DM as well for such suggestions

like

So took FAR today, felt good about it. For the most part I felt questions were from stuff i ready and felt was easy. Now am not sure if I got everything of it but I also know1/2

like

International tax senior associate- Deloitte

I have an interview with Deloitte next week for senior associate Internacional tax in California. How much salary I should expect? I am sure this question will come up and I don't want to underbelly myself. Currently I am a senior at other Big4.

like

Hi All, I have an urgent query regarding TCS BGC process. My issue is that I have worked in X, Y and Z companies.
In X company I worked for 26months but my pf account is there for last 13months, before that my salary was very low so sometimes I got salary in hand or in pay cheque. I do have salary account statement for most of the months except 3-4 months in between my tenure. Will I face any issue for this?
Note: I do have good relationship with X company.
Please give your valuable suggestions.

like

Iam Icu RN
Working at Abington memorial hospital.
I have more than 10 years experience overseas and two years as a clinical supervisor at home care.
I am searching remote job.

like

Home for the weekend, and I'm find it more and more difficult to relate to my old high school friends. Anyone else feel this way?

like

What is the value in professional certifications? ACCA, CFA, CIPD, etc.

like

Can anyone describe the overall competitive landscape of strategy consulting firms in SEA region?

When did you know you were falling out of love with your partner? Did you fix it, or break things off and why?

In search of stories to hopefully understand a phase in my own long term relationship.

like

What's the variable % for an Associate Director role at LTI?

like

Thinking about joining EY's FSO Process Excellence group. Does anyone have any insight into whether Process Excellence / Operational Excellence would be a career limiting move?

like

Additional Posts in Financial Advisors

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

like

What’s your definition of good work ethic? How important is it to you?

like


CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

like

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

like

What is a deeply held truth that you believe?

like

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

like

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

like

If you are coughing every 5 minutes during flu season in the office.. please go home

like

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

like

Is it me or did they just scrap the DOL law?

like

Best technology to use that LPL has?

like

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

like

Looking to transfer into a client associate role (unregistered at the moment, but willing to obtain). Currently have ~1.5 YOE in valuation (financial statement analysis, modeling, etc.) I get that those skills could be unrelated to a CSA role, but I think there could be some similarities. Does anyone happen to have a referral or can anyone give DM me some insight into what a CSA role would look like? I appreciate it.

like

I met someone and their son is a director at Morgan Stanley. He told me to give him a call and potential have a talk about working there . How are Morgan Stanley advisors compensated. I ask because I left another firm and they have tried to charge me charge backs on commissions that have come back.

like

Booyahh, landed hedge fund number 2 for IPOs.

like

If you have an attorney who you're friends with and a doc who has a practice in the same town, what are the best ways to work with these guys to bring in clients if you're a rookie in the business?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
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

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download 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

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal