Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - New EDJ advisor
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

New EDJ advisor
 Post Reply Post Reply
Author
Message
  Topic Search Topic Search  Topic Options Topic Options
spaten View Drop Down
Rookie
Rookie
Avatar

Joined: Jun/26/2023
Status: Offline
Points: 5 		Post Options Post Options   Thanks (0) Thanks(0)   Quote spaten Quote  Post ReplyReply Direct Link To This Post Topic: New EDJ advisor
    Posted: Jun/26/2023 at 10:50am
Hey all, 

I’m a new EDJ advisor. Received ~20mil in Gk assets and 6 months in have brought in about 2mil in new assets. My goal for the first year was 5mil new aum. I feel behind schedule but I am finally feeling confident with client interaction and my appt process (getting better at sales as well). I’m looking for any sort of helpful insight on most efficient prospecting activities (not go knock 100 doors a day to get 10 phone numbers lol). Also I’m 24yo, anyone else start this young and how did it go for you? Cheers!
Back to Top
CFLRS View Drop Down
Senior Member
Senior Member
Avatar

Joined: Nov/07/2020
Status: Offline
Points: 1027 		Post Options Post Options   Thanks (0) Thanks(0)   Quote CFLRS Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 11:18am
First!

Edit: Let me see if I can hit some of the classics.

-You're going to fail (probably true).

-24 y/o? Are you hot? Pics?

Real advice - Door knocking isn't bad. Cold calling isn't bad. At 24 you're going to need to find a way to consistently and relentlessly do the really annoying stuff like door knocking and cold calling until you build your own client/referral base. 

There's some other folks here who may be able to give you some pointers more specific to The Green Machine.


Edited by CFLRS - Jun/26/2023 at 11:43am
Back to Top
spaten View Drop Down
Rookie
Rookie
Avatar

Joined: Jun/26/2023
Status: Offline
Points: 5 		Post Options Post Options   Thanks (0) Thanks(0)   Quote spaten Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 11:59am
My wife’s boyfriend said I am above average looking, so you could ask him. 

I haven’t really touched door knocking yet, I’ve been trying find more effective alternatives but sounds like it’s probably essential given my starting point. 
Back to Top
I Miss Jim View Drop Down
Member
Member


Joined: Aug/01/2022
Status: Offline
Points: 273 		Post Options Post Options   Thanks (0) Thanks(0)   Quote I Miss Jim Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 12:15pm
Originally posted by spaten spaten wrote:

Hey all, 

I’m a new EDJ advisor. Received ~20mil in Gk assets and 6 months in have brought in about 2mil in new assets. My goal for the first year was 5mil new aum. I feel behind schedule but I am finally feeling confident with client interaction and my appt process (getting better at sales as well). I’m looking for any sort of helpful insight on most efficient prospecting activities (not go knock 100 doors a day to get 10 phone numbers lol). Also I’m 24yo, anyone else start this young and how did it go for you? Cheers!

I started with Jones at 26. Still here 15 years later.
Back to Top
BullishT View Drop Down
Senior Member
Senior Member
Avatar

Joined: Dec/05/2017
Location: Midwest
Status: Offline
Points: 2111 		Post Options Post Options   Thanks (0) Thanks(0)   Quote BullishT Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 12:39pm
This is what I would do if I were you. 

Go through your book and find all the clients that are employed. Make a list of those employers. Then, use LinkedIn sales navigator to message everyone who works at those companies. Tell them you work with people at (Acme Inc.) managing investments and planning for retirement. Request a phone call to introduce yourself. Ask good open ended questions and whatever their answers are, recommend that you meet to create a retirement plan for them. 

For people who do not respond on LinkedIn, call the company directory and find their direct line. Cold call them. Say you’re just following up as you weren’t sure they saw your message on LinkedIn. And then same pitch. 

 Do that until you’ve gotten a “no” from every single person at every single company. 
Back to Top
Hacksaw View Drop Down
Platinum Member
Platinum Member
Avatar

Joined: Mar/27/2010
Status: Offline
Points: 31021 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 1:13pm
Originally posted by spaten spaten wrote:

My wife’s boyfriend said I am above average looking, so you could ask him. 

I haven’t really touched door knocking yet, I’ve been trying find more effective alternatives but sounds like it’s probably essential given my starting point. 

Does he sell window's?
I response to my post:

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

"I stand corrected."
Back to Top
spaten View Drop Down
Rookie
Rookie
Avatar

Joined: Jun/26/2023
Status: Offline
Points: 5 		Post Options Post Options   Thanks (0) Thanks(0)   Quote spaten Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 1:33pm
Originally posted by BullishT BullishT wrote:

This is what I would do if I were you. 

Go through your book and find all the clients that are employed. Make a list of those employers. Then, use LinkedIn sales navigator to message everyone who works at those companies. Tell them you work with people at (Acme Inc.) managing investments and planning for retirement. Request a phone call to introduce yourself. Ask good open ended questions and whatever their answers are, recommend that you meet to create a retirement plan for them. 

For people who do not respond on LinkedIn, call the company directory and find their direct line. Cold call them. Say you’re just following up as you weren’t sure they saw your message on LinkedIn. And then same pitch. 

 Do that until you’ve gotten a “no” from every single person at every single company. 

This is really solid advice. Thank you! I will do this and let you know how it goes 
Back to Top
CashFlow View Drop Down
Senior Member
Senior Member


Joined: May/04/2011
Status: Offline
Points: 1498 		Post Options Post Options   Thanks (0) Thanks(0)   Quote CashFlow Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 1:37pm
Originally posted by spaten spaten wrote:

My wife’s boyfriend said I am above average looking, so you could ask him. 

I haven’t really touched door knocking yet, I’ve been trying find more effective alternatives but sounds like it’s probably essential given my starting point. 

Wait a minute….”My wife’s boyfriend…”.  What???

Started at EJ at age 21.  I’m mid 50’s and still in the business.  Why??   I kept my head down and just focused on talking to people.  Get rid of the noise and all the other fluff and just build relationships with people who become clients.  It really is that simple.  Everything else you will learn later on and is just noise.  

Listen to the “experts” on here to learn the business and start planning your EJ exit.  You don’t work for them they work for you. Ok that advice is a bit early. 
Back to Top
spaten View Drop Down
Rookie
Rookie
Avatar

Joined: Jun/26/2023
Status: Offline
Points: 5 		Post Options Post Options   Thanks (0) Thanks(0)   Quote spaten Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 1:52pm
Originally posted by Hacksaw Hacksaw wrote:

Originally posted by spaten spaten wrote:

My wife’s boyfriend said I am above average looking, so you could ask him. 

I haven’t really touched door knocking yet, I’ve been trying find more effective alternatives but sounds like it’s probably essential given my starting point. 

Does he sell window's?

No but he is from Sawcon, which is interesting 
Back to Top
DucatiSportGT View Drop Down
Gold Member
Gold Member
Avatar

Joined: Jul/16/2013
Status: Offline
Points: 13771 		Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 2:28pm
They gave a 24 year old 20 million? 
Self appointed leader of the I like to shit on my own face when I jerk off. .
I hate being right. It's not a badge of honor for me. Most of the time I wish I was wrong.
Back to Top
knuk View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/20/2010
Location: Canada
Status: Offline
Points: 7178 		Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 3:19pm
Watch the video that Alex Hormozi posted on Social Media for Retards today. Do that.
Insert signature here
Back to Top
knuk View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/20/2010
Location: Canada
Status: Offline
Points: 7178 		Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 3:19pm
Originally posted by knuk knuk wrote:

Watch the video that Alex Hormozi posted on Social Media for Retards today. Do that.

Sorry posted on t w i t t e r
Insert signature here
Back to Top
B24 View Drop Down
Moderator
Moderator
Avatar

Joined: Mar/09/2010
Status: Offline
Points: 25300 		Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 3:39pm
Originally posted by Hacksaw Hacksaw wrote:

Originally posted by spaten spaten wrote:

My wife’s boyfriend said I am above average looking, so you could ask him. 

I haven’t really touched door knocking yet, I’ve been trying find more effective alternatives but sounds like it’s probably essential given my starting point. 

Does he sell window's?

window's
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18
Back to Top
I Miss Jim View Drop Down
Member
Member


Joined: Aug/01/2022
Status: Offline
Points: 273 		Post Options Post Options   Thanks (0) Thanks(0)   Quote I Miss Jim Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 5:29pm
Originally posted by DucatiSportGT DucatiSportGT wrote:

They gave a 24 year old 20 million? 

Yup. Pretty much everyone starts with $20mm to $30mm now. Not uncommon to be significantly more. 
Back to Top
Iamlegend View Drop Down
Platinum Member
Platinum Member
Avatar

Joined: Mar/09/2010
Status: Offline
Points: 22267 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 8:11pm
Originally posted by DucatiSportGT DucatiSportGT wrote:

They gave a 24 year old 20 million? 

Are you suggesting that they should practice age discrimination? LOL
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.063 seconds.