Hello from Edward Jones |
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CTheWorld
Rookie Joined: Apr/05/2020 Location: Littleton, CO Status: Offline Points: 5 |
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Posted: Apr/05/2020 at 8:22pm |
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I'm a stereotypical Edward Jones career changer: I was a middle school science teacher for 10 years and computer trainer before that. I've also coached people on goal setting/time management/prioritizing. I'm a teacher at heart. And when I think about the role of Financial Advisor, I think "teacher" (just MUCH better paid and teaching people that WANT to be there)
I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do?? So I'm here for advice/ideas. Thank you so much in advance!!
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Ron 14
Gold Member Licensed Teller Joined: May/12/2010 Status: Offline Points: 19385 |
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Welcome!
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Ron 14
Gold Member Licensed Teller Joined: May/12/2010 Status: Offline Points: 19385 |
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Listshack - $50 a month, cancel at any time, enter parameters, smile and dial introducing yourself to those in the area with a subtle offer to keep in touch with them with ideas from time to time
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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I hear your sales quotas will be reduced. Take it easy . Dont stress Yourself out. Trust the process. You'll be a yuge success!
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mindtech
Member Joined: Feb/18/2012 Location: Canada Status: Offline Points: 433 |
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Once you burn through your network, press your BOA hard for her friends and family.
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EJ is now the same as the whole life companies. Every interaction should be awkward because you’re hitting her hard for her sisters phone number |
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Ron 14
Gold Member Licensed Teller Joined: May/12/2010 Status: Offline Points: 19385 |
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^ this and the way the life companies do it is absolutely disgusting
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CTheWorld
Rookie Joined: Apr/05/2020 Location: Littleton, CO Status: Offline Points: 5 |
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Ummm...NO. Not really my style. I'm probably going to buy a call list and work that angle just until doors are open again.
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It was a joke dude, but you’re in trouble either way Serious pointer - don’t make those cold calls from your office phone. I recommend google voice |
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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Pick up the phone !!
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mindtech
Member Joined: Feb/18/2012 Location: Canada Status: Offline Points: 433 |
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To CTheWorld listen to bc2051. He knows his shit. Also, I too recommend google voice. If FSD finds out your cold calling, you will dragged to the gulag
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mindtech
Member Joined: Feb/18/2012 Location: Canada Status: Offline Points: 433 |
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Oh wait. If FSD finds out your using google voice, its still off to the gulag.... ..... get back to door knocking
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apelila
Rookie Joined: Jul/14/2016 Location: USA Status: Offline Points: 8 |
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Am I missing something? Why is no one talking about creating relationships with COI's or about creating an online prospecting process that starts with...you guessed it...creating relationships?
Do they count approaches/attempts or only successful add's to the pipeline toward your Field Foundations completion?
Edited by apelila - May/26/2020 at 4:19pm |
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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Introduce yourself first! We all want to welcome you Lila. |
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apelila
Rookie Joined: Jul/14/2016 Location: USA Status: Offline Points: 8 |
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Pardon my poor manners. Been registered here for years but rather quiet for a long time. I've been in and around the FinServ industry for nearly 3 decades (did I say that?). I love love love the hardworking people in our industry. I do get frustrated with what can sometimes be antiquated teachings on how to be successful in it.
I've been a licensed producer in the past and keep my fingers on the pulse of what's going in our every day FinServ world. I'm quite opinionated at times yet it's because I firmly believe we can create companies in a way that ensures we have a lifestyle and a business we love. {end of soapbox}
Edited by apelila - May/26/2020 at 5:56pm |
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skikab
Rookie Joined: May/27/2020 Status: Offline Points: 8 |
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This is too real...
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