Financial Advisor Cold Calling

I'm very interested in financial advising, but I don't want to have to hassle and annoy people to get clients. Is there any way to be a financial advisor but not have to build a client base from the ground up?

you could buy existing clientele from a retiring advisor. Contact advisors in your area and see if you can shadow them or assist them and then their clients will become familiar with you if you take over.

2007-03-13 07:46:25 by Lauren M

www.FinancialAdvisorMarketingP rogram.com Financial Advisor Marketing Program founder Seth Greene shares Secret #4 to Highly Effective Financial ...

I like working with people and money, but I don't want to call people and bug them to try to get their business. I would like to work as a financial advisor, but their main job is calling people and tring to sell insurance to them.

I work as a banker for a large financial institution and all I do is work with incoming clients and internet leads, no "cold calling" but there is still alot of phone selling, but I like it a lot and make a ton of cash doing it.

2007-01-26 08:03:00 by chadh80

Price: $44.95

I received an e-mail for a position as an advisor. I've read about what the position is for. What I'm wondering, is if this a " cold calling" position, call center, do clients call you for appoitments? Is it salary + commision? I'd like to know from anyone working there or that has worked there before. Specifically in the downtown Los Angeles location.

A financial adviser is a recognized tittle by US law that says you need a license to get paid to give advice.
..A series 6 or 7 is needed to be legally paid.

good luck

2006-08-27 11:44:41 by J R

Price: $42.50

I am a financial advisor with a really great firm. The name of the game is contunuious prospecting. I think my self-esteem gets in the way....it is low, always has been.

Practice makes perfect.

Practice with someone on a daily basis and youll be good at it in no time!

1] never back -down when some gets rude YOU act calm and do your job, beign polite also. If they cut off it aint your fault.

2] If it helps keep your fingers busy - twist / twiddle something in your hands / with your fingers like a paper clip or pencil or something.

2008-06-18 06:32:18 by Tony

And what are the differences with the other major financial services companies?
How much can you make in one year working with cold calls and canvassing?

I know someone that works at Edward Jones and they are very happy with their business. However, he's been there several years and his practice is established.

If the answer that you are looking for is "You can make six figures during your first year", then you are going to be disappointed. Beginning work on your own, no matter what the business, will require tons of pavement pounding. A friend of mine started his own construction business recently. How do you think he gets his customers? Sales approach, referrals, word-of-mouth, etc.

Unless you know several high net worth individuals, the first year will be lean. However, if you can get through with decent income, the subsequent years will continue to build on that first year. Renewals will take affect, your existing clients will be building wealth, you will keep getting referrals, and you will continue getting new business. Those are the key reasons being on your own is better than collecting a corporate paycheck - and a mediocre one at that.

If you think this is a pep-talk, it is. I am transitioning to the business because I am tired of pay caps for salary positions. Being your own boss is the ultimate paycheck. Not to mention, the business you are getting in is NUMBER 2 on the most satisfying jobs list.

One additional point - to get some credibility, get an education (if you don't have a degree). Nobody will trust you with their money if you have less education than they do.

Ron, ChFC

2007-06-21 14:00:21 by imgoingcucu