Rookies & TraineesCommented on: 17 weeks ago (May 5, 2014)
IMO the WAA program is the best training on the street. Gets you in the office for a significant time before you even need to produce, teaches you the ins and outs of creating a financial plan,...
Prospecting, Marketing and SellingCommented on: 21 weeks ago (April 3, 2014)
If you mail, you fail.
Only time I ever use mailers is if I plan on calling them within the next couple days or if they are follow ups (thank yous, appointment summary, etc.)
Rookies & TraineesCommented on: 21 weeks ago (April 3, 2014)
Jones will tell you not to go for your CFP, AAMS, or any other certifications in the beginning. You need to be focused on bringing them their 82% while buying your own pens and trash cans for the...
What's Up at Firms?Commented on: 23 weeks ago (March 21, 2014)
It is absolutely the case at Edward Jones, along with everyone else. When you were at Jones, you weren't telling your clients about the $4.95 "transaction fee"?
Rookies & TraineesCommented on: 29 weeks ago (February 7, 2014)
Congrats bud. The 66 is a very great accomplishment, can be tough with all the law and wording. Enjoy the beauty of being able to run a fee based business. Your clients will love it!
"Scott Andrew Bell Broker Qualifications: This broker is not currently registered with FINRA"
I think if I tell my clients that, they'll have no problem staying.