can I use my own sources to call

Modified on Tue, 15 Jul at 11:24 AM

EVERY FINANCIAL professional is in the dialer as the dialer contains EVERYONE with a license  to sell investments or life insurance products


Because everyone with a license is in the dialer, we may have already contacted these folks so they will be annoyed if you contact them again by using another source. If we have not contacted them, we WILL contact them as they are in the dialer


We "clean" the list before adding to the dialer.  For example, calling people who work at banks is worthless (these people are not suited to our service) so we have eliminated, chase/JP Morgan and a whole bunch of other banks.  We have also eliminated many others

--those who have used our service before

--those over age 68 (they are not suited to our service as they are ready to retire)

--those who work at specific companies that are not suited for our service
and a dozen other criteria that we use to eliminate those who are not a fit for our service


Therefore, just getting names from chatgpt (or any other source) is not useful and has zero advantage over using the dialer.  Please use the dialer and not other sources as these sources have not been "cleaned."

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