Advisorheads Homepage
Forum Home Forum Home > Home > The Lobby
  New Posts New Posts RSS Feed - The Definitive Prospecting Thread
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

The Definitive Prospecting Thread

 Post Reply Post Reply Page  <1 345
Author
Message
ricky32478 View Drop Down
Senior Member
Senior Member
Avatar

Joined: Jul/28/2011
Status: Offline
Points: 650
Post Options Post Options   Thanks (0) Thanks(0)   Quote ricky32478 Quote  Post ReplyReply Direct Link To This Post Posted: May/26/2020 at 7:06pm
Dude this is money.... I never thought driving to the prospect house to drop off the information. Could also try to find something personal about them and bring something of relevance to drop off.

I usually qualify assets saying I have 3x of information packets and to get you the most relevant price of information to your personal situation They are each Taylored to a specific asset level. Was have one level at 50-100k , 100-250k, and one for over 250k ( if they say use to this I say I have a millionaire and above one as that should I sent it to you?)

This usually works really good to get them to tell you how much investable assets They have without being pushy. These are for all cold prospects
Back to Top
helado View Drop Down
Senior Member
Senior Member
Avatar
The Resource

Joined: Jun/17/2013
Status: Offline
Points: 20499
Post Options Post Options   Thanks (0) Thanks(0)   Quote helado Quote  Post ReplyReply Direct Link To This Post Posted: May/26/2020 at 10:07pm
Originally posted by apelila apelila wrote:

Originally posted by helado helado wrote:

Apelila,

Are you a financial advisor? 

No Helado. But I was. 
My first job in college was in the industry. My roots go way back. 

So my question would be, what made you post in this thread?  What do you do now?  
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.
Back to Top
B_Champ View Drop Down
Groupie
Groupie
Avatar

Joined: Jul/22/2020
Status: Offline
Points: 12
Post Options Post Options   Thanks (0) Thanks(0)   Quote B_Champ Quote  Post ReplyReply Direct Link To This Post Posted: Jul/26/2020 at 12:43am
Fantastic thread!
Back to Top
 Post Reply Post Reply Page  <1 345
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 11.04
Copyright ©2001-2015 Web Wiz Ltd.

This page was generated in 0.141 seconds.