Newby's Lunch Meeting

[jdeasy]

I'm going to rat on Newby for one today. I called a lady on Monday this week from a lead card. I was calling to set up appointments on Tues. She told me that Tues was not good for her because she did her dialysis on Tues, Thurs and Sat. But, she did want to talk to somebody about life insurance.

Since I don't write any GI stuff I set it aside to give to Newby for Vantis. I emailed it to him last night and asked him to call her. She lives just a few blocks from his second office.

He asked me when I was going to be in Evansville because he needed to catch me up on some referrals that I had already sent him. I told him that I would be in Evansville today as I had some appointments. I was no showed at my first scheduled one,{my fault, but that's another story}. I went to my next one early but that lady wasn't home yet, so I have some time to kill. I didn't set many appointment for today as I was already well over my weekly goal and was just going to wing it and do a little doorknocking if the fancy hit.

I call Newby at about 11;30 and tell him I'm on his office street and have some time. he said, "great, I have this lunch meeting at the Black Buggy that they need some seat fillers for and you can come by my guest, get a free lunch and listen to a short preneed presentation". I agree and meet him at the restaurant.

The most boring speaker droned on for an hour and 15 minutes. The meal might have been free, but we sure paid for it!

That must pass for excitement for those preneed types?

Anyway, Newby did reward me handsomely for those referrals afterward and I thank him for that, but I'll pass on the next preneed meeting.

 

[Newby]

JD that wasn't a Preneed meeting. That was a NAIFA meeting and that room was full of NorthWestern Mutual, Prudential, and MDRT producers. In fact pretty much every high producing agency in southern Indiana was represented there.

Everyone in that room other than us guests paid $15 as members or $30 as non-members of NAIFA.

The speaker was talking about how financial advisors should interact with clients after the death of. Family member. He was a national,y know speaker and I assume they paid him quite a bit of money to speak to us.

Yes, he was VERY uninteresting and in my opinion had no information of value to me. But I work around that all the time.

You got a free lunch! And you got to meet some nice people.

 

[jdeasy]

JD that wasn't a Preneed meeting. That was a NAIFA meeting and that room was full of NorthWestern Mutual, Prudential, and MDRT producers. In fact pretty much every high producing agency in southern Indiana was represented there.

Everyone in that room other than us guests paid $15 as members or $30 as non-members of NAIFA.

The speaker was talking about how financial advisors should interact with clients after the death of. Family member. He was a national,y know speaker and I assume they paid him quite a bit of money to speak to us.

Yes, he was VERY uninteresting and in my opinion had no information of value to me. But I work around that all the time.

You got a free lunch! And you got to meet some nice people.

Yeah, I know. I was just busting you. No wonder the preneed people are so grouchy all the time.

 

[Newby]

Yeah, I know. I was just busting you. No wonder the preneed people are so grouchy all the time.

Preplanners don't have meetings like that. If that room would have been full of preplanners and/or funeral directors you would have enjoyed the conversations.

But that speaker was DRY. (or what some people would call...a buzzkill.)

 

[GreenSky]

Meetings are much easier to attend if you smoke a bit of week before you go.

Also makes the food taste better.

Rick

 

[senior-advisor-indiana]

Meetings are much easier to attend if you smoke a bit of week before you go.

Also makes the food taste better.

Rick

Week? That must have been before my time. Is that what you guys you to smoke in the 1920's?

 

[rapidrobert]

LOL- maybe he meant "leeks" in olden times they smoked Leeks before weed was available.

 

[Norwayguy]

Week? That must have been before my time. Is that what you guys you to smoke in the 1920's?

Nope its what boosters today with an autocorrecting phone calls weed.

 

[senior-advisor-indiana]

Nope its what boosters today with an autocorrecting phone calls weed.

I understand what you are talking about. You must not know Rick very well though. He does not make enough money to own a smart phone, let alone one that auto corrects.

 

[Norwayguy]

I understand what you are talking about. You must not know Rick very well though. He does not make enough money to own a smart phone, let alone one that auto corrects.

Point taken. (my phone tried to change both words of this post, this getting crazy)