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Hello from Edward Jones

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CTheWorld View Drop Down
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    Posted: Apr/05/2020 at 8:22pm
I'm a stereotypical Edward Jones career changer: I was a middle school science teacher for 10 years and computer trainer before that. I've also coached people on goal setting/time management/prioritizing. I'm a teacher at heart. And when I think about the role of Financial Advisor, I think "teacher" (just MUCH better paid and teaching people that WANT to be there)

I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do??

So I'm here for advice/ideas.  Thank you so much in advance!!
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Ron 14 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/05/2020 at 8:26pm
Welcome!
You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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Ron 14 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/05/2020 at 8:28pm
Originally posted by CTheWorld CTheWorld wrote:

I'm a stereotypical Edward Jones career changer: I was a middle school science teacher for 10 years and computer trainer before that. I've also coached people on goal setting/time management/prioritizing. I'm a teacher at heart. And when I think about the role of Financial Advisor, I think "teacher" (just MUCH better paid and teaching people that WANT to be there)

I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do??

So I'm here advice/ideas.  Thank you so much in advance!!

Listshack - $50 a month, cancel at any time, enter parameters, smile and dial introducing yourself to those in the area with a subtle offer to keep in touch with them with ideas from time to time
You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Apr/05/2020 at 9:38pm
I hear your sales quotas will be reduced. Take it easy . Dont stress Yourself out. Trust the process. You'll be a yuge success!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote mindtech Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 9:24am
Originally posted by CTheWorld CTheWorld wrote:

I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do??


Once you burn through your network, press your BOA hard for her friends and family.
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bc2051 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 10:04am
Originally posted by mindtech mindtech wrote:

Originally posted by CTheWorld CTheWorld wrote:

I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do??


Once you burn through your network, press your BOA hard for her friends and family.




EJ is now the same as the whole life companies. Every interaction should be awkward because you’re hitting her hard for her sisters phone number
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Ron 14 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 10:57am
^ this and the way the life companies do it is absolutely disgusting
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CTheWorld View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote CTheWorld Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 11:18am
Originally posted by bc2051 bc2051 wrote:

Originally posted by mindtech mindtech wrote:

Originally posted by CTheWorld CTheWorld wrote:

I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do??


Once you burn through your network, press your BOA hard for her friends and family.




EJ is now the same as the whole life companies. Every interaction should be awkward because you’re hitting her hard for her sisters phone number

Ummm...NO. Not really my style. I'm probably going to buy a call list and work that angle just until doors are open again. 
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 1:19pm
Originally posted by CTheWorld CTheWorld wrote:

Originally posted by bc2051 bc2051 wrote:

Originally posted by mindtech mindtech wrote:

Originally posted by CTheWorld CTheWorld wrote:

I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do??


Once you burn through your network, press your BOA hard for her friends and family.




EJ is now the same as the whole life companies. Every interaction should be awkward because you’re hitting her hard for her sisters phone number


Ummm...NO. Not really my style. I'm probably going to buy a call list and work that angle just until doors are open again. 


It was a joke dude, but you’re in trouble either way

Serious pointer - don’t make those cold calls from your office phone. I recommend google voice
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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 1:51pm
Pick up the phone !!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote mindtech Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 2:52pm
Originally posted by bc2051 bc2051 wrote:


It was a joke dude, but you’re in trouble either way

Serious pointer - don’t make those cold calls from your office phone. I recommend google voice


To CTheWorld listen to bc2051. He knows his shit. Also, I too recommend google voice. If FSD finds out your cold calling, you will dragged to the gulag 
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Post Options Post Options   Thanks (0) Thanks(0)   Quote mindtech Quote  Post ReplyReply Direct Link To This Post Posted: Apr/08/2020 at 3:06pm
Originally posted by mindtech mindtech wrote:

Originally posted by bc2051 bc2051 wrote:


It was a joke dude, but you’re in trouble either way

Serious pointer - don’t make those cold calls from your office phone. I recommend google voice


To CTheWorld listen to bc2051. He knows his shit. Also, I too recommend google voice. If FSD finds out your cold calling, you will dragged to the gulag 


Oh wait. If FSD finds out your using google voice, its still off to the gulag....

..... get back to door knocking
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apelila View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote apelila Quote  Post ReplyReply Direct Link To This Post Posted: May/26/2020 at 4:18pm
Am I missing something? Why is no one talking about creating relationships with COI's or about creating an online prospecting process that starts with...you guessed it...creating relationships?

Do they count approaches/attempts or only successful add's to the pipeline toward your Field Foundations completion?


Edited by apelila - May/26/2020 at 4:19pm
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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: May/26/2020 at 4:31pm
Originally posted by apelila apelila wrote:

Am I missing something? Why is no one talking about creating relationships with COI's or about creating an online prospecting process that starts with...you guessed it...creating relationships?

Do they count approaches/attempts or only successful add's to the pipeline toward your Field Foundations completion?



Introduce yourself first! We all want to welcome you Lila.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote apelila Quote  Post ReplyReply Direct Link To This Post Posted: May/26/2020 at 5:35pm
Pardon my poor manners. Been registered here for years but rather quiet for a long time. I've been in and around the FinServ industry for nearly 3 decades (did I say that?). I love love love the hardworking people in our industry. I do get frustrated with what can sometimes be antiquated teachings on how to be successful in it. 

I've been a licensed producer in the past and keep my fingers on the pulse of what's going in our every day FinServ world. I'm quite opinionated at times yet it's because I firmly believe we can create companies in a way that ensures we have a lifestyle and a business we love. {end of soapbox}


Edited by apelila - May/26/2020 at 5:56pm
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Post Options Post Options   Thanks (0) Thanks(0)   Quote skikab Quote  Post ReplyReply Direct Link To This Post Posted: May/27/2020 at 5:23pm
Originally posted by bc2051 bc2051 wrote:

Originally posted by mindtech mindtech wrote:

Originally posted by CTheWorld CTheWorld wrote:

I'm starting Field Foundations (5 weeks of prospecting and trying to build a list of people to call once I get licensed) and am very nervous since we are not able to go door-to-door or really talk to strangers. I have to rely on my own network of friends and family. I do have a few networking friends to call on but only enough to have me on the phone for a week. After I burn through those lists, what to do??


Once you burn through your network, press your BOA hard for her friends and family.




EJ is now the same as the whole life companies. Every interaction should be awkward because you’re hitting her hard for her sisters phone number

This is too real...
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