GeneralCommented on: 8 years ago (February 21, 2007)
Almost all vendors will take small plans it really just depends on the cost. These days basically everybody is open platform and you can buy almost every mutual fund out there.
GeneralCommented on: 9 years ago (January 25, 2007)
Any more detail on how they approach CPAs and Estate guys? Is this somthing you wirehouse people try and do?
Rookies & TraineesCommented on: 9 years ago (December 27, 2006)
Right but with life insurance (in their mind) they are not risking their life savings with you because its with a big insurance company. I suppose you could call for an insurance review, but...
Rookies & TraineesCommented on: 9 years ago (December 20, 2006)
What about the Do Not Call List? Are you calling people at home or at work? Are you selling a product or an appointment on the phone?
Rookies & TraineesCommented on: 9 years ago (November 12, 2006)
Do you guys think that it is easier to get clients if you work in UHNW at GS, MS, or CSFB than at a major wirehouse? I guess the question is do you get warm leads to work?<?:namespace...