Prospecting, Marketing and SellingCommented on: 4 years ago (May 24, 2012)
Pitch some taxable bonds right now. I don't know what your inventories look like, but we have an A rated corporate (financial) bond a little over 2 years with a yield of 4%. For the same return...
Prospecting, Marketing and SellingCommented on: 4 years ago (May 23, 2012)
"every 90 days they roll on and off".
Not sure what you mean here. You have 90 days to comply with them being on the list (not get fined). You do not get off the list unless you request to...
What's Up at Firms?Commented on: 4 years ago (May 16, 2012)
"they" don't charge a large fee. Most of the fee you pay is going to the firm and your broker.
Trak is okay as it was the original fee-based platform. But there are better options within...
Prospecting, Marketing and SellingCommented on: 4 years ago (May 9, 2012)
Murdoc wrote:BobbyCan't close over the phone need to be in person. Selling the muni is fine but prefer to get an idea of entire asset picture
Can't close over the phone? I know that...
Rookies & TraineesCommented on: 4 years ago (May 1, 2012)
Elusive leads (or something like that)
Post on craigslist looking for one (have not done it, but heard it works)