Prospecting, Marketing and SellingCommented on: 2 years ago (May 30, 2012)
Hey great work madoc, just wanted to ask you a few quick questions.1) What is your pitch? Muni's or Portfolio reviews etc.2) Are you calling businesses, or residentials?3) If you're calling...
Prospecting, Marketing and SellingCommented on: 3 years ago (May 10, 2012)
Day 1 results:Dials 300Connects: 20 (all said owner wasn't there)Decision Makers spoken to: 0Prospects: 0------------------I called out of the yellowbook and used a service that automatically...
What's Up at Firms?Commented on: 3 years ago (May 6, 2012)
Hey anyone have any suggestions
What's Up at Firms?Commented on: 3 years ago (January 28, 2012)
LaFA wrote:Other than knowing a specific FA that is retiring, what's the best way to find a book to buy? Yes Im curious if there is another way
RIAs, IndependentsCommented on: 3 years ago (January 10, 2012)
Otane wrote:Unless you are a well connected PMD you are not bringing in 10 million that will pay you 1% in year one. Even the veteran million dollar producers are not bringing in the 10 million...