Selling to friends/family Commented on: 2 years ago (December 7, 2012)

I wouldnt focus on friends right now. They dont have any money anyways and most young people dont understand the value of investing and saving for retirement. Your friends family, definetly. Your...

Edward Jones Contract Commented on: 2 years ago (December 2, 2012)

They said you cant use your 7 or 66 at another firm?? I understand the non compete, but how can they take your licenses away?? We had a Jones Advisor come to our office a few years ago and there...

Let's Get Inspired for A Change! Commented on: 2 years ago (November 30, 2012)

im with you man. I need some encouragement too. Starting to miss the corporate life. 25 PTO days a year, benefits, guaranteed salary, 401k match. Sorry, thats probably not what you wanted to here...

How to cold call for booking an appointment Commented on: 2 years ago (October 9, 2012)

Frankie, remember the more people you call the more appointments you set. Try to double your calls a day. Few of us have the sale skills of Alex Baldwin in Glengarry Glen Ross (an American movie)...

Fish bowls Commented on: 2 years ago (September 27, 2012)

lol nope. But im a new FA so this is one of the strategies my boss has picked out for me to do. To me its like standing infront of a gas station asking for money. Its hard starting out so im open...

Registered/unregistered...exempt/non exempt...HELP Commented on: 2 years ago (September 20, 2012)

The best way to do it is build like a chart. I took the STC 66 class and the instructor didnt even know a "trick" to remember. I know it can be mind boggling to try to remember but the chart helps...

Hiring a telemarketer to cold-call for me? Commented on: 2 years ago (September 19, 2012)

Theres a company in my area that does this for insurance and financial service businesses in the area. Im the new guy at my office so I have to make my own cold calls, but I dont see why it would...

PASSED the S66: Thanks to YOU + TC (Training Consultants)!! Commented on: 2 years ago (September 19, 2012)

Anthony, I heard that TCs material seems easy but that its because it focuses only the material you need to know. I used STC and was getting low 80s on the exams before I took the 66 and barely...

Passed the series 7 on first try! Commented on: 2 years ago (September 14, 2012)

Are you a computer??

Rock 'n' Roll Train - 1% Commented on: 2 years ago (September 9, 2012)

All the way, new FA here, just wanted to ask, what do you recommend doing to start out and get your first few accounts? My Senior Advisor gave me a cold call list and said to call everyone and...

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