What's Up at Firms?Commented on: 16 weeks 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: 16 weeks 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: 16 weeks 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...
Rookies & TraineesCommented on: 19 weeks ago (May 27, 2015)
Very difficult to start new-new.
Try to get them to offer you a branch, with assets, in a good part of town. Your friend's dad might be able to help you with that.
I think the Jones...
Rookies & TraineesCommented on: 20 weeks ago (May 18, 2015)
Is this for real?
You are in the wrong line of work if you have anxiety about speaking with people. It will probably be easier to find a job that suits your personality that it will be to...