Why are financial advisers using 1950's sales and marketing tactics Commented on: 2 years ago (July 26, 2012)

I'll say in large advisory firms cold calling is difficult. You aren't provided lists you have to buy them out of pocket from possibly unreputable sources. Scrub them and lose 90% of what you...

Retirement Home Prospecting Commented on: 2 years ago (July 26, 2012)

The problem is that people who have 15-20 years left to work in this town generally do not have the firm $250m minimum to invest. If they do it's in their 403b/401k. I've had plenty of...

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

@all the wayWhat pitches are you using? You seem to be doing very well!

Value Proposition Commented on: 2 years ago (March 26, 2012)

Well what do you say when people ask why you're better than every other rep?

Series 66 TC - HUH? Commented on: 2 years ago (March 13, 2012)

Nobody ever talks about Fire Solutions. For the 7 I don't think there's any better training I scored an 85% on the 7 with minimal effort. I also used FS for the 66. I didn't like the instructor as...

Looking for other Merrill Lynch PMDs! Commented on: 2 years ago (March 12, 2012)

Hacksaw wrote:You might want to delete this thread and/or your post. Anonymity is golden on here. A few years ago there was someone who came on and was "outing" people and posting their personal...

3 minute pitch Commented on: 2 years ago (March 12, 2012)

I give away 60% of my earnings to my corporate master!

ML PMD LOS 2 - Leaving the program Commented on: 2 years ago (March 12, 2012)

I thought the same thing about the whole legal action when you leave. Somone told me that it's only if you go to a different firm. One of our other PMDs got fired a month ago and he didn't have to...

Where's the money? Commented on: 2 years ago (March 8, 2012)

I could really see getting a bunch of $25,000-$100,000 accounts. I'd say about less than 1-2% of people here have over $250,000 to invest. So that's about 3500-7000 people. Getting accounts under...

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