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DuckHookPar View Drop Down
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    Posted: Mar/06/2024 at 2:40pm
Good afternoon.  I found this forum through searching for a particular topic and it's refreshing to see a good ol' phpbb forum again.

I'm a 15 year high school teacher and coach in the Midwest who's working to make a change in my career to financial advising.  I have an MBA and have run a lot of small side businesses and made a fair bit off of one pre-covid.  I'm 3/4 of the way through the hiring process for a firm that will sponsor my FINRA testing. 

I've got a lot of practical sales funnel experience and have studied marketing pretty heavily.  I'm hoping I can use my knowledge and experience to build a book of business that sets me up for financial success that education doesn't. 


Edited by DuckHookPar - Mar/06/2024 at 2:59pm
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RIArules View Drop Down
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In first!!
“We are all Antifa” - Hacksaw 9/12/2025
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DuckHookPar View Drop Down
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I'm sure a few are already salivating over fresh meat to troll.  I've read quite a few posts here lol
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BullishT View Drop Down
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Nice username. 
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CFLRS View Drop Down
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Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.
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DuckHookPar View Drop Down
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Originally posted by BullishT BullishT wrote:

Nice username. 

By necessity, I'm an excellent scrambler.

Edited by DuckHookPar - Mar/06/2024 at 2:55pm
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DuckHookPar View Drop Down
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Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

Edited by DuckHookPar - Mar/06/2024 at 2:54pm
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Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

Female teachers are targets for many of us here...

Which firm you going to? The mean green machine? 
Bring back Helado!
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CFLRS View Drop Down
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Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

So what's the sales angle, then? 
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luvindy View Drop Down
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Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

Nice.
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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DuckHookPar View Drop Down
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Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 
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freebird View Drop Down
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Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Luvs comment about to happen here too LOL
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Originally posted by freebird freebird wrote:

Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Luvs comment about to happen here too LOL

On demand is right...
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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CFLRS View Drop Down
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Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Not bad. Pension education is a good angle to generate interest, because teachers generally don't a freaking clue about their own pensions.

Your angle is to try to get the husband's assets also. Obviously, there's going to be a huge variety of backgrounds, but teachers are often married to "upper class blue collar" and "lower class white collar" men. Many of these people suck at saving for retirement, so they might not have a ton of assets, but they likely won't have an advisor either.
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DuckHookPar View Drop Down
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Originally posted by CFLRS CFLRS wrote:


Your angle is to try to get the husband's assets also. Obviously, there's going to be a huge variety of backgrounds, but teachers are often married to "upper class blue collar" and "lower class white collar" men. Many of these people suck at saving for retirement, so they might not have a ton of assets, but they likely won't have an advisor either.

Exactly.  I know the struggles of education and can relate to people who have been in it for a long time. The goal is to make myself an attractive character in a way where I can help solve their problems and guide them through the next big change in life.

I've got other markets I'm looking at as well and I'm not opposed to door knocking.  As a former wrestling and wrestling coach I don't have a lot of quit in me.
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Chips View Drop Down
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Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Don’t know about other states, but CA has a website where you can find all district employee salaries. If you can figure out the email configuration for the district, you can blast an email to the highest earners for seminars. Easy way to build a list and drive attendance for basically free. 
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missionshooter View Drop Down
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You will be a great success at Jones.  Great to have you!
Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.

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freebird View Drop Down
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Originally posted by missionshooter missionshooter wrote:

You will be a great success at Jones.  Great to have you!

This!  You should ask for a goodknight 
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freebird View Drop Down
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Originally posted by luvindy luvindy wrote:

Originally posted by freebird freebird wrote:

Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Luvs comment about to happen here too LOL

On demand is right...

lol 
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Does the firm you are talking to have a payroll slot for the 403b plans in the area already?
I response to my post:

Helado Posted: 13/Jan/2023 at 11:11pm

"I stand corrected."
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