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8 Replies Last post: Jan 15, 2009 9:51 AM by Wappahso

Just went independent....

Jan 7, 2009 9:50 AM

Click to view miami535i's profile Professional miami535i 2 posts since
Jan 7, 2009

Good Morning Everyone!

Just to give a little bit of an introduction, I am a Financial Advisor that just went independent. Thank God, no more corporate drama! Never the less, I am looking to grow my book of business. I was wondering does anybody know a good source of where I can obtain qualified leads? or what are some marketing strategies to promote myself to qualified investors? Any thoughts would be appreciated.
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Click to view LUCKIEST's profile SCORE LUCKIEST 7,935 posts since
Aug 6, 2007
1. Re: Just went independent.... Jan 7, 2009 10:53 AM
Just went independent, Welcome

Good for you for going independent. I also went independent (on my own) many years ago and have not looked back. One of my better decisions.

I would be happy to share both good sources and marketing strategies with you once I figure out who you are and where you are going. Would also like to know more about your business.

SCORE can also help and hopefully you know that SCORE is FREE.

Good luck, LUCKIEST
Click to view rappadappa77's profile Mogul rappadappa77 21 posts since
Dec 25, 2008
2. Re: Just went independent.... Jan 7, 2009 10:58 AM
in response to: LUCKIEST
Hello Luckiest,

I contacted you quite a few times about my business plan if you had reviewed it and haven't received any reply whatsoever.

Kind Regards
Howard
Click to view miami535i's profile Professional miami535i 2 posts since
Jan 7, 2009
3. Re: Just went independent.... Jan 7, 2009 5:15 PM
in response to: LUCKIEST

Luckiest, I have not the slightest clue what score is. Never the less, I'm an independent broker. I have my series 7, series 66, Florida Health, Life, and Variable Annuity Licenses. I am registered to solicit business in my home state, Florida. I have some clients that I'm bringing over from my previous firm but I have no prospects or marketing in line to continue to grow my book of business. So far, I'm using the local white pages to solicit potential clients and really have no capital to spend on marketing as of yet. If there's anything else I can answer, please let me know.
Click to view LUCKIEST's profile SCORE LUCKIEST 7,935 posts since
Aug 6, 2007
4. Re: Just went independent.... Jan 7, 2009 5:37 PM
in response to: miami535i
Just went independent

*SCORE "Counselors to America's Small Business" is a nonprofit
association dedicated to educating entrepreneurs and the formation,
growth and success of small business nationwide.*
Click to view BrassJmes's profile Mogul BrassJmes 35 posts since
Dec 8, 2008
5. Re: Just went independent.... Jan 8, 2009 6:51 AM
For starters I'd suggest building yourself a web presence, lets call it you online calling card. if you're an advisor then what you're really selling out there is yourself. This is why I suggest you Brand Yourself (And I capitalized that for a reason).
Take some time, a few hours perhaps and dedicate them about getting your name and your face out there
Create a web page, if you do not have the knowledge on how to do that then hire someone, or use an exisiting service (take LookupPage http://www.lookuppage.com for instance, professional online profile in minutes)
Build your presence. Join business networking services like LinkedIn (www.linkedin.com) and Naymz (www.naymz.com). Better web dominance and another way people could get in touch with you

After that I'd work on my marketing, how you gain and approach new clients.. this would need a further looking into perhaps

Hope i helped
Jmes
http://www.lookuppage.com/users/jamesbrass
brassjmes@gmail.com
Click to view Yellowcaret's profile Professional Yellowcaret 6 posts since
Oct 20, 2008
6. Re: Just went independent.... Jan 13, 2009 12:41 PM
Hi This is Andy from Callbox, we are a Telemarketing Firm based in Encino, CA and we specialize in Lead Generation and Appointment Setting. We're currently working with other brokers and iso's of the same Industry and we've been helping them increase their sales and client base thru our Telemarketing Campaigns. If you're interested into this kind of Marketing Strategy just give me a ring at 310-424-2367 or thru our toll free number: 888-810-7464 at ext 1541. I'm available from 10 AM- 7 PM EST. Thanks and looking forward to talk with you.

Andrew Leech
Inside Sales Account Executive
Callbox Sales and Marketing Solutions
4924 Balboa Blvd., #353 Encino,CA

310-424-1267 Direct
888-810-7464 x1541
andrewl@callboxinc.com
http://Callboxinc.com/1541 HotConnect©

Optimizing sales performance.
http://callboxinc.com
Click to view mkting's profile Professional mkting 3 posts since
Jan 14, 2009
7. Re: Just went independent.... Jan 14, 2009 9:36 PM
What is a qualified investor these days? It has been a while since I knew. Is it $1MM in liquid assets? (or is that certified investor?)

If you want to meet qualified investors, you need to go where the money is - golf, yacht club. Every shark swims those waters though. Where else can you bump into money?
Click to view Wappahso's profile Authority Wappahso 14 posts since
Jan 15, 2009
8. Re: Just went independent.... Jan 15, 2009 9:51 AM
way to go girl, I have said good bye to the corporate world yet as I am trying to build my client base first to be able to survive on my own especially witht the way the economy is... It's great to be independent though... I am an insurance broker... Good luck