What's Up at Firms?Commented on: 4 years ago (October 26, 2010)
I am in year 2 of the PMD program and while there are negative aspects to the program, I can't help but think this same routine goes on else where. I smile and dial each and every day for...
Rookies & TraineesCommented on: 4 years ago (October 1, 2010)
I took the 66 a bit over year ago and passed with a 77%. I used Fire Solutions, my company's choice, and found them to be extremely useful. Each and every question...
Prospecting, Marketing and SellingCommented on: 4 years ago (September 21, 2010)
Perfect, flawless record still intact and got 18 more dials in with 1 contact and 1 call back, all while worrying. Thanks
GeneralCommented on: 5 years ago (August 31, 2010)
ML requires all incoming FAs to get licensed in insurance and securities.
What's Up at Firms?Commented on: 5 years ago (August 31, 2010)
The avg AUM formula you have is correct. The revenue includes revenue that an FA is geeting off all lines of business. Most FAs have clients with lines of credits, mortgages and etc...