RIAs, IndependentsCommented on: 40 weeks ago (March 22, 2014)
Finance Logix paired with Genworth / AssetMark portfolios.
Prospecting, Marketing and SellingCommented on: 2 years ago (June 17, 2012)
Business owners are different. Do not try to sell to them over the phone on first contact. Goal on first call is to get a meeting - in person if possible, on the phone if not, when it is...
What's Up at Firms?Commented on: 2 years ago (January 6, 2012)
Prospecting, Marketing and SellingCommented on: 3 years ago (October 10, 2011)
wont stop wrote:Whats your difference between a contact and a prospect? I would say a contact is someone you talked to and they showed slight interest, and a prospect showed much more...
What's Up at Firms?Commented on: 3 years ago (June 6, 2011)
There is not a huge amount of difference - small producers at most indy shops are gonna pay between 15 and 25 per cent off the top (depending on the OSJ structure) then all their own local...