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Financial Planner- Sales
#6

Financial Planner- Sales

Quote: (08-18-2017 04:44 AM)BelyyTigr Wrote:  

2)I also think that the distribution system can be improved. If someone cold called me, I'd put the phone down in milliseconds.
To me, the solution is an "organic" type distribution network. Perhaps people here, us included could develop one?

Personally I don't like buying from salespeople.

I think the same way...however, I built my entire book on cold calling, as did my boss at the time, with around $4 billion in AUM.

Cold calling is still the most effective way to build your book; if you're not marketing online by targeting high-net-worth individuals.
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