ClientsCommented on: 6 years ago (December 22, 2009)
Thats fine to treat higher assets accounts with special services but assets alone is not a good way to classify "top shelf" clients. Mind you I only have commission based accounts but some...
Prospecting, Marketing and SellingCommented on: 6 years ago (December 17, 2009)
I sell mine on Craigslist.
Rookies & TraineesCommented on: 6 years ago (December 17, 2009)
Hey, I resemble that remark! I mean..
Prospecting, Marketing and SellingCommented on: 6 years ago (December 13, 2009)
I would just go as if you're 5 friends hanging out. Ask questions to get to know them and keep the conversation going but keep it away from investments unless they ask. Even then I'd...
RIAs, IndependentsCommented on: 6 years ago (December 7, 2009)
$2650 I think broken up quarterly. I'm at large Indy.