Leaving Financial Advising Commented on: 3 weeks ago (November 8, 2015)

wild guess: A previous employer cannot prevent you from working.
Being an analyst would not be competing with EJ. Changing from salesman from one company to another company and trying...

CFP Exam Commented on: 1 year ago (April 7, 2014)

If a person is looking for financial planning help there is only one type person to contact; a CFP. Certainly a CPA, CFA, or lawyer does not have the background to do financial planning. I...

Is this guy a LIRP candidate? Commented on: 1 year ago (April 6, 2014)

What's a LIRP ??

Prospecting in a Shopping Mall? Commented on: 1 year ago (April 6, 2014)

I would like to do something like this, but I would not expect to meet good prospects in a shopping mall. I am looking for HNW investment management clients. Where is a venue to meet HNW...

Trying something new Commented on: 1 year ago (March 25, 2014)

Seminar where you buy them a meal is what I avoid. I prefer to present seminars to a club/organization, where the organization find the attendees, not me. Mailing invitations to hundreds is...

Google AdWords Commented on: 1 year ago (March 25, 2014)

BigSwingingDick wrote:
I don't know why more people don't use this.You can target to within a mile of your office, you can target any...

Mailing Commented on: 1 year ago (March 25, 2014)

I have mailed out 100's postcards twice. I've had 0 zero response. I will try again, but I will change my narrative; make it shorter, less words. My target client is HNW old ladies in 2 zip...

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