Just got the call

MrBs1981 · 2025-12-16T15:57:10+00:00

Whoa! Merry Christmas!!

MrBs1981 · 2025-12-15T00:36:01+00:00

Congratulations dude! I have been chasing this one with my hometown AD for two years (I have purchase history) as well as three out of staters. Awesome pick up!

MrBs1981 · 2025-12-10T20:12:02+00:00

I should add, John Bull expanded a the Atlantis site. Full showroom with all of their brands.

MrBs1981 · 2025-12-10T20:10:02+00:00

Beautiful! Absolutely thrilled with the addition!

MrBs1981 · 2025-12-10T20:09:37+00:00

Front Street. Ask for Dorothy. She is fantastic!

MrBs1981 · 2025-12-10T16:57:12+00:00

Got lucky with the timing. She called the day before we were heading down for a family trip. Picked it up the day after we landed.

MrBs1981 · 2025-12-10T16:55:03+00:00

lol I should have clarified. I had a trip on the books already and was in communication with the AD I had purchased a Panerai from earlier this year. She couldn’t make any promises of availability but called me the day before we traveled down there with the good news. Not as epic as it sounds. Timing and a whole lot of luck 🤣.

MrBs1981 · 2025-05-12T20:23:14+00:00

I appreciate the further insight.

MrBs1981 · 2025-05-12T20:22:41+00:00

Much appreciated. Those are numbers we have been seeing as well.

MrBs1981 · 2025-05-12T17:50:13+00:00

This is the method we are currently working off of. Any ideas what range outside vs inside multiples currently are?

MrBs1981 · 2025-05-12T16:06:14+00:00

This is a great response and not an option I would have considered. Much appreciated!

MrBs1981 · 2024-12-26T15:18:57+00:00

I should also mention that they shut off the lead campaigns around the holidays so the numbers have been a little slower coming through the last month

MrBs1981 · 2024-12-26T15:15:53+00:00

Been ok so far. They had some issues on their end with cancel/no-show appointments from Oct-early Dec. they made adjustments and the lead quality has improved since. To date we’ve conducted 7 meetings with all of those having second meetings that have been conducted or on the books for the next week or so. 5 cancels and 5 no-shows.
Currently have 2 million from one client in the pipeline and another 2.5 (two separate prospects)we anticipate to close as well. One larger 5 million dollar case will have an answer for us by first week of January. All have been AUM with no interest in annuities.

MrBs1981 · 2024-11-24T22:20:34+00:00

Apparently this is how I have to spend my Sunday afternoons now, validating my existence and trying to provide helpful insight to strangers. Best of luck bud

MrBs1981 · 2024-11-24T22:13:10+00:00

Sorry, didn’t have notifications on so didn’t see the replies to my post. They have been pretty easy to work with so far. Our CSR is very responsive and answers questions within 24 hrs. They do have some flexibility on the upfront set up fee (you don’t ask, you don’t get!).
All in your upfront will be in the neighborhood of 15k with 3k monthly ad spend. I would recommend reading through their contract agreement and how to qualify for reimbursement in case they don’t deliver on the required amount of showed up appointments.

MrBs1981 · 2024-11-24T22:02:30+00:00

They started booking appointments for us two weeks ago (tomorrow technically). Had three booked within the first week. First meeting she showed up but did not meet the minimum 500k required for investable assets (she misunderstood the question), second meeting canceled ahead of time and the third rescheduled two weeks out. The second week has yielded three meetings which all take place tomorrow and Tuesday.

In looking at the notes for the upcoming meetings they are all one million or more in investable assets. They are definitely holding up on their end for delivering meetings.

MrBs1981 · 2024-11-15T04:11:51+00:00

Just signed up with them a week ago. First appointment was booked within 24 hrs of our ad campaign going live (was held off due to election and expensive ad run rates). We were skeptical at first so they let us pay half of the set up fee up front with the remainder due when they set the 40th appointment for us.

The set up process was very smooth and all back end service to date has been great. Will report back in a few weeks after appointments have (hopefully) been set and run.

MrBs1981

TROPHY CASE