Archie
Your feedback is gold and thanks again.Yes we are accountants by design. Our internal clients are our first targets then we move to cold calling other businesses who may need financing as well. Sometimes we will find a prospect that doesnt need accounting but needs financing and vice versa. I questioned this business model initially but you have confirmed Im on the right track. Ive just got to put in the numbers and build a pipeline. I currently have a pipeline (solid leads) with loans totaling $1.2mm. They are comprised of (3) real estate (3) working capital and (1) MCA type loan. Im thinking of bringing on an appointment setter to do the front end contact and I will work on getting the prospect closed. I also work Phoenix exclusively which I know limits my prospects but its where I think its best to start.