For those of you that work/have worked in a branch setting Commented on: 27 weeks ago (March 13, 2014)

I have worked in a bank setting. All depends on the quality of the bank you are at. It can be a very good deal. Get in good with the bankers and branch managers and they will refer you clients. It...

Funding new RIA startup Commented on: 28 weeks ago (March 7, 2014)

DO it

Prospecting in a Shopping Mall? Commented on: 28 weeks ago (March 7, 2014)

No.

Someone please share your stock presentation? Commented on: 35 weeks ago (January 16, 2014)

Do people still cold call to pitch a single stock? Im not trying to be a smart ass.

Join Father who is financial advisor? Commented on: 35 weeks ago (January 16, 2014)

You will end up with your Dad, trust me. People kill for a book of business like that (assuming your Dad is successful). It may seem nice to go out on your own and stake your claim but in this...

PLEASE SHARE CC SCRIPT Commented on: 1 year ago (February 13, 2013)

The script is important but ive called people with a script I worked really hard on and then ive called people with a script I kind of just "winged", they get about the same results as far as...

Cold Calling Motivation/Call to Action Commented on: 1 year ago (February 9, 2013)

You guys should be in real estate. WIth all the effort you put into making calls and prospecting you would be killer real estate agents. My mother is a realtor made 100k last year and works...

Jobs @ Bank Branch? Commented on: 1 year ago (January 16, 2013)

At the company I work for the branch "financial consultants" we call them, are fully licensed advisors that work with the banks clients. They basically do not do much prospecting. Some do more...

Qualifying and Sales Process Commented on: 1 year ago (January 11, 2013)

If you are a rookie your qualification process should be to make sure the person has a pulse.

Retirement Home Prospecting Commented on: 1 year ago (January 3, 2013)

my last boss wanted me to hold fish bowl lunches and speak at retirement homes to old people. Could not do it. Felt like I should just slick my hair back, get a pin striped suit, a gold tooth and...

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