RIAs, IndependentsCommented on: 2 years ago (December 27, 2011)
One advantage of Merrill is to stick around and collect assets from other departed advisers. I know many PMDs who have graudated because of this. Could they raise a dime on their own? I think if...
Prospecting, Marketing and SellingCommented on: 3 years ago (November 2, 2011)
5-10 meetings is quite high. Most people I get tell me to send them something first. Can you share your methodology on how you are getting so many appts?
Prospecting, Marketing and SellingCommented on: 3 years ago (October 13, 2011)
I've been doing plans for awhile, and prospect from 1 to 30 million dollar plans. Last year was a good year for plan conversion since a number of companies had overpriced and older plans. Now that...
Prospecting, Marketing and SellingCommented on: 3 years ago (October 11, 2011)
Congratulations.Question: Selling only munis...don't you have to start from square 1 each year, or are you getting some assets in a wrap account?
Rookies & TraineesCommented on: 3 years ago (June 18, 2011)
A better way to do this business is to join an independant, and get a job at night to support yourself. Build your book getting 80% instead of of the paltry 40%. The B/D don't have a clue on...