Some of the most common events where people seek out a financial advisor occur when people do some of the following.
-Inherit money
-Buy a house
-Have a child
-Get married
etc etc…
aside from the newspaper, are there any lists that are made public online? websites?
I know some are going to cost money, but the majority of this information is on public record, so if you have any success with any of the pay sites, id be more than happy to check them out.
Thanks
-Willy
Drug addiction :tup:
Selling highly modded car :tup:
I would look into those…try rehab and car forums…
honestly, the newspaper is going to be your best lead. inheritance usually is not going to be in public record… but the newspaper will cover your bases for the rest of that stuff.
you could search the buffalo news online as well.
Get a new job
…not him…someone might be looking for advice when they get a new job or change careers.
:bloated:
we looked into a financial advisor for a family issue… and i did not like what they wanted to set up… it was better to hold the $$ and look into a good budget person
i didnt mean that he needs a new one.
getting a new job can make people look for financial advice.
understood :tup:
lol… true, i didnt think about that. I thought you were just being an asshole. When i’m busy, I enjoy my job very much. When its slow, well, i like to remain busy.
Hmmm any other ideas?
Wait…are you looking for one or looking to sell your services?
Looking for leads… to help increase my sales.
hmmm, I’ve been debating working with a financial advisor after getting married recently.
What exactly do you do? Feel free to PM.
You on your own or work for a company?
I work for New York Life, but I am a private contractor/captive agent. So in essence, I’m on their payroll, but I work for myself. lol.
accurint is pretty effective at public record scrubs.
You can narrow by area, age range, etc.
It is a paid service, IDK the cost.
Winning the lotto
Oh, and Jeff has a good point re: new jobs / careers… but IDK of any steady means to monitor that.
Cheking linkedin.com & those sorts of sites…
Ever look into the services that you pay for leads?
I just worked with 2 friends who started a investment company and I just did their online programming and backend but I remember they paying a company for leads and it worked out pretty decent. Also they went to a lot of benefits (usually $50-$100 events) and just socialized and networked with people.
Yea… thats pretty much what I’ve been doing. I just figured instead of blind mailing to keep the company happy with me, It would be more beneficial to get a select target of people. (I hate cold calling, I hate cold callers, I hate pushy sales guys. When i started hear, I established that that would never be a part of my business plan. HOWEVER, If i send a mailer to a group of leads and they follow up with me, I’d be more than happy to sit down with them and go over some options) I deal mainly with referals, I’m a firm believer in “do well with one client and they will recommend your services whenever they get a chance.” So far, so good. Thanks everyone.
I’m looking into the pay sites, I just want to keep it as local as possible.
night crew bump.