Hello from Edward Jones
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=17013
Printed Date: Mar/27/2026 at 12:00am
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Hello from Edward Jones
Posted By: CTheWorld
Subject: Hello from Edward Jones
Date Posted: Apr/05/2020 at 8:22pm
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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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Replies:
Posted By: Ron 14
Date Posted: Apr/05/2020 at 8:26pm
| Welcome! |
Posted By: Ron 14
Date Posted: Apr/05/2020 at 8:28pm
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
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CTheWorld wrote:Posted By: missionshooter
Date 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! |
Posted By: mindtech
Date Posted: Apr/08/2020 at 9:24am
Once you burn through your network, press your BOA hard for her friends and family.
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Posted By: Guests
Date Posted: Apr/08/2020 at 10:04am
 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 |
Posted By: Ron 14
Date Posted: Apr/08/2020 at 10:57am
| ^ this and the way the life companies do it is absolutely disgusting |
Posted By: CTheWorld
Date Posted: Apr/08/2020 at 11:18am
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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Posted By: Guests
Date Posted: Apr/08/2020 at 1:19pm
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 |
Posted By: missionshooter
Date Posted: Apr/08/2020 at 1:51pm
| Pick up the phone !! |
Posted By: mindtech
Date Posted: Apr/08/2020 at 2:52pm
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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Posted By: mindtech
Date Posted: Apr/08/2020 at 3:06pm
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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Posted By: apelila
Date Posted: May/26/2020 at 4:18pm
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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?
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Posted By: missionshooter
Date Posted: May/26/2020 at 4:31pm
Introduce yourself first! We all want to welcome you Lila. |
Posted By: apelila
Date Posted: May/26/2020 at 5:35pm
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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}
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Posted By: skikab
Date Posted: May/27/2020 at 5:23pm
This is too real...
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