RIAs, IndependentsCommented on: 3 weeks ago (August 30, 2016)
-- I think online helps with existing clients, but doesn't help attract new clients.
-- Sorry to say this, but if you are having trouble dealing with people as Treasurer, that could speak to...
Rookies & TraineesCommented on: 5 weeks ago (August 18, 2016)
Get your finance degree. In two years you'll be making good money and have a secure job and you can go anywhere.
Only work at Jones if you have a guarantee you will move into an existing...
What's Up at Firms?Commented on: 1 year ago (June 17, 2015)
The job is to meet with a Fidelity client, roll them into a managed platform and then promise to call them in a year. There's not much relationship building or money managing. ... I'm pretty sure...
Rookies & TraineesCommented on: 1 year ago (June 17, 2015)
A million a month after six months to get rolling would be doing very well, imo.
If you can do that in years 2 and 3 you would set yourself up for a great career.
GeneralCommented on: 1 year ago (June 17, 2015)
I would market vertically rather than horizontally. Another way to say that is that I would look to prospect in a niche market.
It's easier to get referrals if you have a niche and it's...