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He is a lost cause...
Starting a new thread doesn't seem to have helped him one bit.
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He is a lost cause...
Starting a new thread doesn't seem to have helped him one bit.
Starting a new thread doesn't seem to have helped him one bit.
I think it has, and I started it to get out of FE and into a new forum.
You guys can sit here and rag on me all you want, it's only giving me reason to keep going
Once he said that he wanted to be a CFP, I knew he wasn't going to go in the direction of FE sales.
Nothing wrong with FE sales... but if someone wants to be a CFP, they're mindset is going in a different direction.
So you've given up on FE again?
I think everyone hopes you succeed...I know I do.
Once he said that he wanted to be a CFP, I knew he wasn't going to go in the direction of FE sales.
Nothing wrong with FE sales... but if someone wants to be a CFP, they're mindset is going in a different direction.
It is not too hard to get a job with EJ, you really have to mess it up. Having said that, if you know they want 25 why not give them more than that?1.) My Overall strategy is to serve middle class families and small businesses achieve financial their desired level financial security. 2.) My tactics and plan to accomplish this will be meeting with people and gaining 25 qualified prospects a day. I will meet with each client and find out what tools I have will best meet their needs and goals. That's basically what I came up with to answer your question and I know EJ wants 25 people to agree to future business when I first start door knocking. I'm familiar with SWOT analysis and have done them before. I'll do one again to be updated for me in the new year
It is not too hard to get a job with EJ, you really have to mess it up. Having said that, if you know they want 25 why not give them more than that? On a different note I was applying to be a broker in Atlanta with a notable firm. They gave a Ben Affleck Boiler Room speech and backed it up with pay stubs and all other kinds of stuff. Then the lead broker went around the room asking about education. Person after person proudly stated they had Bachelor degrees and where they came from. It got to me, I was eager and ready. I'm KGH with an MBA blah blah blah. The manger slammed his hand on the table and the room went quite. He tells me "I don't like to hire people with MBA's. I want ditch diggers, I have never seen an MBA who wanted to dig ditches seven days a week. Why should I waste my time on you." There is more to that story but the point is EJ wants the same thing, people to roll up their sleeves and dig some ditches.
Okay... you have a tendency to ramble and mention things that don't really apply anymore, so you need to work on that. I know what you mean by "advanced" fact-finding for high-level income earners. It's like "Joe Lunchbucket" is too unsophisticated to get help from an agent from agencies like this. And they tend to talk over people's heads only to the person who is "financially clued in". I'm going to give you some homework. Read this article: Where Can You Find and Make The Most Money? And this one for new agents: http://www.insuranceproshop.com/NewAgents/ And read this thread, if you haven't already: http://www.insurance-forums.net/forum/getting-started-selling-insurance/guidance-new-life-agents-t29999.html Watch these video clips: "Trusted Advisor Success Training" https://www.youtube.com/watch?v=5p30UhdUsOA "Be a Real Financial Planner" https://www.youtube.com/watch?v=VwviP-yIuTw If you like what you're reading and viewing... then you need to CALL the Insurance Pro Shop and get some help from these guys. They are MY mentors. They'll help set you straight because you don't just need a system. You need a mentor. They'll either charge you for mentoring later on, or you buy a system and get 3 months of coaching initially. Either way, I think this is the direction you want to head in.