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How will being let go affect my U4 and future job prospects Commented on: 4 years ago (October 24, 2012)

This is a legal question. The best answer will come from an attorney specializing in RR issues.

Most who start this career find it is not for them, so you have lots of company.


Hiring a telemarketer to cold-call for me? Commented on: 4 years ago (October 9, 2012)

I've used callers off and on throughout my career. The payoff is leverage. However, to get there is work. The callers have to be trained and have to be supervised.

My best success using...

Edward Jones (EDJ) vs. Morgan Stanley (MSSB) Commented on: 4 years ago (October 8, 2012)

For future candidates considering EDJ

I don't work for EDJ, and never have. So i apologize up front if i've any part of this wrong.

EDJ isn't the horrible place some make it out to...

career switch to FA Commented on: 4 years ago (October 8, 2012)

First, I disagree with the posted comment that 80% of senior FAs would trade places with LL. From my vantage point senior FAs all are established producers well beyond survival stage making in...

How to keep track of dials? Commented on: 4 years ago (August 20, 2012)

I made a sheet with dials, contacts, prospects, pitches, new accts.

Straight forward - pitches were second.third.forth calls going for a close. Close could be closing on a product or...

Cold Calling Statistics - What is Good, Bad, Great, etc? Commented on: 4 years ago (August 20, 2012)

I've always counted a contact as reaching the person I dialed. Even if they tell me to crawl in a cave and die, it's a contact. I call'em again in three months and hope they are in a better mood...

Why are financial advisers using 1950's sales and marketing tactics Commented on: 4 years ago (April 11, 2012)

I wish i had a marketing department giving me leads. Your naivety is irritating. You have passed judgement on something you know nothing about. Let's get the time frame and history of cold calling...

Muni Bonds You Pick to Cold Call Commented on: 4 years ago (January 11, 2012)

One criteria - High yield.  Nothing else matters. You are trying to catch their attention, it's a conversation starter, nothing more. Believe me, if they are serious bond buyers they...

Rock 'n' Roll Train - 1% Commented on: 4 years ago (January 5, 2012)

ATW - great thread!!!!  A new must read for anyone looking to build their business!Good luck in 2012. I'm looking forward to reading as your adventure continues.

Cold Calling Journey Commented on: 4 years ago (December 19, 2011)

BR, hat's off for trying to train yourself to sell bonds. Wires are useless!!!! Lots of layers of know nothing managment. Ok a few things. 1. Shorten your script. Use BG as a template but don't...

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