What's Up at Firms?Commented on: 2 years ago (September 14, 2012)
pro: front/back end check (loan)
con: tied to them for 8-9 years
con:clients won't understand the fancier products
What's Up at Firms?Commented on: 2 years ago (August 3, 2012)
60-75% of T12 for bank... 100%+ for Finet (independent)
Rookies & TraineesCommented on: 3 years ago (February 22, 2011)
I'm at Chase and make more than 50k ;)I work every Saturday, go to every call night, and show up at 830 am and leave at 620pm. I cover 3 branches and flip CDs into funds all day long... 401k...
Prospecting, Marketing and SellingCommented on: 4 years ago (January 25, 2011)
I use a spreadsheet to track daily activities. The columns are: clients, phone, ID (acct number or ssn or other), amount of $$ uncovered, contact frequency, etc. First column is the...
What's Up at Firms?Commented on: 4 years ago (January 10, 2011)
At a bank. You'll meet a ton of people, make external contacts, get to know the basic products... who knows, you might like the support and stay there for your entire career.