Skip navigation

Deal Timing

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Aug 8, 2007 11:50 pm

Can some of you guys share your experiences with the turnaround of deals from initial meeting to close to trading?  Mine turnarounds tend to vary substantially and I think this might be an indication of a more deeply seeded problem with the way I conduct my business.

I am looking at two different prospect types:

The money-in-motion candidate (rollover, cash to invest, etc)

and

the already got a mediocre advisor being ACAT'd

Aug 8, 2007 11:51 pm

Jeesh, please forgive the numerous typos and grammatical errors in the above post.

Aug 9, 2007 1:43 am

forever. keep your pipeline full.

Aug 9, 2007 5:33 pm

[quote=drewski803]

Can some of you guys share your experiences with the turnaround of deals from initial meeting to close to trading?  Mine turnarounds tend to vary substantially and I think this might be an indication of a more deeply seeded problem with the way I conduct my business.

I am looking at two different prospect types:

The money-in-motion candidate (rollover, cash to invest, etc)

and

the already got a mediocre advisor being ACAT'd

[/quote]

Every deal's different.  Keep the pipe full or you'll die.