What is your close ratio with walk ins/call ins?

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Walk in? Call in? What are these mythical things that you speak of?!

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Hard to measure because half the walk ins and call ins I send down the road because they don’t fit my ideal standard. Few and far between plate lickers and tire kickers I even want to close. For those that actually sit down and have a reasonable account 100k-500k the close ratio is very high. 500k + seems to drop off because they do a whole lot more due diligence and typically fall for an insurance agent selling some indexed annuity promising no market loss that sounds too good to be true. I’d say I’m closer to 50% on 500k+ but it’s rare I have someone kicking the tires with higher balances.

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