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As I continue my journey of finding my way to where I envision myself (middle class and Small/Medium business) I have found that Northwestern's way didn't work for me when I couldn't talk shop with Doctors' and Lawyers'. Now, I am overly analytic and tend to spend way to much time on "the fence." Not necessarily a new years resolution, but I made a conscious effort to "shoot first and ask questions later" which led to me moving to Memphis, TN and getting my L&H license to work with American Income Life. After 3 months, I found that supplemental insurance wasn't the way for me because I've always wanted to focus on financial plans.
I know the road to becoming a CFP is a long and difficult one, but I will do my best to see if I can make it. This road begins by learning Insurance and investments. Areas that are not necessarily mutually exclusive. I am having trouble at this very moment deciding whether I should focus solely on Insurance for a few years or if I should join a firm like Edward Jones. As many of you know, at the present typing, I am in the middle of the interview process with Edward Jones. However, if this fails, given my knowledge, I plan to be 100% devoted to learning the insurance industry, mainly Life and Health, with a big focus on FE.
After speaking on the phone with some of the most esteemed members on the forum, my goals (as told to them) seem to place me on the independent spectrum, being able to sell to Middle class and small businesses. However, I for some reason, can not figure out how to get a contract, materials, orals, etc. and prospect the right way. I have all these ideas in my head but I guess because I'm sort of autistic, I get paralyzed by the numbers and facts, not able to just start.
I have been reading Door knock scripts, cold call scripts, etc. What are other ways to prospect by walking in to a business on Monday morning?
What are some of companies to contract with as a newbie, that will make it just difficult enough to learn the hard way
E&O check.
Leads? Maybe after I door knock, get in a house, and write an app, to create an income stream.
What am I missing? What am I not doing? Obvious answers should not include "wasting time posting on the forum when you could be doing work" Well it is 11pm on a friday night >=)
I know the road to becoming a CFP is a long and difficult one, but I will do my best to see if I can make it. This road begins by learning Insurance and investments. Areas that are not necessarily mutually exclusive. I am having trouble at this very moment deciding whether I should focus solely on Insurance for a few years or if I should join a firm like Edward Jones. As many of you know, at the present typing, I am in the middle of the interview process with Edward Jones. However, if this fails, given my knowledge, I plan to be 100% devoted to learning the insurance industry, mainly Life and Health, with a big focus on FE.
After speaking on the phone with some of the most esteemed members on the forum, my goals (as told to them) seem to place me on the independent spectrum, being able to sell to Middle class and small businesses. However, I for some reason, can not figure out how to get a contract, materials, orals, etc. and prospect the right way. I have all these ideas in my head but I guess because I'm sort of autistic, I get paralyzed by the numbers and facts, not able to just start.
I have been reading Door knock scripts, cold call scripts, etc. What are other ways to prospect by walking in to a business on Monday morning?
What are some of companies to contract with as a newbie, that will make it just difficult enough to learn the hard way
E&O check.
Leads? Maybe after I door knock, get in a house, and write an app, to create an income stream.
What am I missing? What am I not doing? Obvious answers should not include "wasting time posting on the forum when you could be doing work" Well it is 11pm on a friday night >=)
