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Hello! Newly Licenced in the FADP with ML/BofA

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jrayfinancial View Drop Down
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    Posted: Mar/24/2020 at 2:40pm
Hello everyone. Wanted to make a quick intro post. I hate talking about myself, especially in this fashion so I'll just share some basic highlights...

- Newly licensed advisor working at Merrill (series 7/66)
- Life insurance licenced as well
- Currently in pre-production until end of April, meaning i need to get a pipeline going fast
- I live in Kentucky and am registered in a couple of surrounding states
- I have a wife, kids, pets...
- I'm fairly new to the industry overall
- Found this website from another website when I was up past 2am looking for ways to generate leads online (thanks to the coronavirus, my favorite way to prospect - D2D - had to be put on hold)

Okay, that should do it. Nice to meet everyone!


Edited by jrayfinancial - Mar/24/2020 at 2:42pm
I threw away my old list of excuses, but evidently, you must've found it in the trash!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Conrad Dobler Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 2:45pm
Originally posted by jrayfinancial jrayfinancial wrote:

Hello everyone. Wanted to make a quick intro post. I hate talking about myself, especially in this fashion so I'll just share some basic highlights...

- Newly licensed advisor working at Merrill (series 7/66)
- Life insurance licenced as well
- Currently in pre-production until end of April, meaning i need to get a pipeline going fast
- I live in Kentucky and am registered in a couple of surrounding states
- I have a wife, kids, pets...
- I'm fairly new to the industry overall
- Found this website from another website when I was up past 2am looking for ways to generate leads online (thanks to the coronavirus, my favorite way to prospect - D2D - had to be put on hold)

Okay, that should do it. Nice to meet everyone!


Keep your resume updated and handy.
“No, I don’t take responsibility at all.”, leader of the free world, March 13, 2020
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jrayfinancial View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 2:48pm
Originally posted by Conrad Dobler Conrad Dobler wrote:

Originally posted by jrayfinancial jrayfinancial wrote:

Hello everyone. Wanted to make a quick intro post. I hate talking about myself, especially in this fashion so I'll just share some basic highlights...

- Newly licensed advisor working at Merrill (series 7/66)
- Life insurance licenced as well
- Currently in pre-production until end of April, meaning i need to get a pipeline going fast
- I live in Kentucky and am registered in a couple of surrounding states
- I have a wife, kids, pets...
- I'm fairly new to the industry overall
- Found this website from another website when I was up past 2am looking for ways to generate leads online (thanks to the coronavirus, my favorite way to prospect - D2D - had to be put on hold)

Okay, that should do it. Nice to meet everyone!


Keep your resume updated and handy.


Why? ...that bad huh? *sigh*
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Post Options Post Options   Thanks (0) Thanks(0)   Quote helado Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 3:04pm
This industry is hard as hell as it is.  Let alone not being able to meet with people face to face during your first months of production.

Although time will tell, if you don't hit production until late April, it may be a great time to reach people on the phone, and maybe by summertime you can see people face to face after dripping on them.  

Either way, you're certainly being baptized by fire.  
My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 3:36pm
Welcome! 
You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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I miss SometimesNowhere.

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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:00pm
Originally posted by luvindy luvindy wrote:

I miss SometimesNowhere.


AbsolutelyCry
You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:33pm
Thanks helado, and yes that's the plan. Make as many contacts as I can, get as much people plugged into the eCommunication drip plans, and build as big of a pipeline as I can between now and end of April. 

I'm doing a LinkedIn/Sales Navigator strategy of targeting specific industries and reaching out to people who just changed jobs, who are active on the platform, and who are a 1st/2nd degree connection. My goal is to send 100 targeted connection requests a day. My ask is to review their portfolio statements and consolidate assets.

What would help me (I think) is to have access to a large list (1,000+) of "qualified" leads (as in name, phone, & address of people who most likely meet my minimum investable asset level of $250,000). That way I can just call through 200 names a day and play the numbers out. I suck at list building and I don't have the patience to search through a dozen websites just to find a phone, or email, or mailing address that MIGHT be accurate. 
I threw away my old list of excuses, but evidently, you must've found it in the trash!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:33pm
Originally posted by Ron 14 Ron 14 wrote:

Welcome! 

Thanks for the Welcome! I hope all is well your way!
I threw away my old list of excuses, but evidently, you must've found it in the trash!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:35pm
Originally posted by luvindy luvindy wrote:

I miss SometimesNowhere.


LOL What is "SometimesNowhere"?
I threw away my old list of excuses, but evidently, you must've found it in the trash!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:38pm
Originally posted by jrayfinancial jrayfinancial wrote:

Thanks helado, and yes that's the plan. Make as many contacts as I can, get as much people plugged into the eCommunication drip plans, and build as big of a pipeline as I can between now and end of April. 

I'm doing a LinkedIn/Sales Navigator strategy of targeting specific industries and reaching out to people who just changed jobs, who are active on the platform, and who are a 1st/2nd degree connection. My goal is to send 100 targeted connection requests a day. My ask is to review their portfolio statements and consolidate assets.

What would help me (I think) is to have access to a large list (1,000+) of "qualified" leads (as in name, phone, & address of people who most likely meet my minimum investable asset level of $250,000). That way I can just call through 200 names a day and play the numbers out. I suck at list building and I don't have the patience to search through a dozen websites just to find a phone, or email, or mailing address that MIGHT be accurate. 

Keep in mind this site has good information and good guys, but you will have to dance around 95% nonsense to get there. 

LinkedIn strategy sounds solid. Keep us informed. 
You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:38pm
Originally posted by jrayfinancial jrayfinancial wrote:

Originally posted by luvindy luvindy wrote:

I miss SometimesNowhere.


LOL What is "SometimesNowhere"?

A member who hasn't been around a while

You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:39pm
Listshack will get you that cheap. They changed names but google it. Unlimited for 50 bucks or something crazy low

I actually think it’s a good time to get started with a name behind you like ML. I’ll get blasted for this too, but no is sending statements to b24 advisors or Moraen financial right now with no F2F interaction if they are not a warm lead, but they just might at ML
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:40pm
Originally posted by Ron 14 Ron 14 wrote:

Originally posted by jrayfinancial jrayfinancial wrote:

Thanks <span style="font-size: 11px; : rgb248, 248, 252;">helado, and yes that's the plan. Make as many contacts as I can, get as much people plugged into the eCommunication drip plans, and build as big of a pipeline as I can between now and end of April. 

I'm doing a LinkedIn/Sales Navigator strategy of targeting specific industries and reaching out to people who just changed jobs, who are active on the platform, and who are a 1st/2nd degree connection. My goal is to send 100 targeted connection requests a day. My ask is to review their portfolio statements and consolidate assets.

What would help me (I think) is to have access to a large list (1,000+) of "qualified" leads (as in name, phone, & address of people who most likely meet my minimum investable asset level of $250,000). That way I can just call through 200 names a day and play the numbers out. I suck at list building and I don't have the patience to search through a dozen websites just to find a phone, or email, or mailing address that MIGHT be accurate. </span>


Keep in mind this site has good information and good guys, but you will have to dance around 95% nonsense to get there. 

LinkedIn strategy sounds solid. Keep us informed. 


Case in point 🤷‍♂️
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:49pm
Originally posted by Ron 14 Ron 14 wrote:

Keep in mind this site has good information and good guys, but you will have to dance around 95% nonsense to get there. 

LinkedIn strategy sounds solid. Keep us informed. 

Roger that. Thanks Ron, will do.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 5:51pm
Originally posted by bc2051 bc2051 wrote:

Listshack will get you that cheap. They changed names but google it. Unlimited for 50 bucks or something crazy low

I actually think it’s a good time to get started with a name behind you like ML. I’ll get blasted for this too, but no is sending statements to b24 advisors or Moraen financial right now with no F2F interaction if they are not a warm lead, but they just might at ML


Listshack, never heard of that. Will look that up now, thanks!

...and shoot man, don't get my hopes up LOL I'll keep everyone posted on my progress - good or bad.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 6:13pm
What did you do before coming into this industry?
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jrayfinancial Quote  Post ReplyReply Direct Link To This Post Posted: Mar/24/2020 at 8:45pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

What did you do before coming into this industry?

I was in direct sales and marketing. I sold cable-tv/internet, merchant processing, and business supplies and solutions...then did marketing/branding work for American Express. Lot's of transactional, one-and-done stuff. 
I threw away my old list of excuses, but evidently, you must've found it in the trash!
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