Rookies & TraineesCommented on: 3 years ago (December 25, 2012)
Prospecting, Marketing and SellingCommented on: 3 years ago (September 25, 2012)
I call 5-10 existing clients a day, 10 pipeline, 5 new... that's it. The rest is walk in traffic at the bank.
ClientsCommented on: 3 years ago (July 12, 2012)
at current firm: Mr Client, there may be a time when I'm no longer working for XYZ...
Mr Client: Are you leaving XYZ?!
Advisor: Did I say that? I'm just saying you're a valuable...
Rookies & TraineesCommented on: 3 years ago (July 12, 2012)
Chase investment services corp is rebranding to JP Morgan Securities, clearing through JP Morgan Clearing Corp. The advisors will be working under the Chase Private Client umbrella.