Prospecting, Marketing and SellingCommented on: 11 weeks ago (July 1, 2014)
Get a subscription to infofree.com. It will run you about $300 p/y and you can get plenty of lists. Look for a discount code online to get it down to the $300 price.
Prospecting, Marketing and SellingCommented on: 1 year ago (February 9, 2013)
Belovedkid, your approach and script seems extremely solid. Leverage the firm's expertise, your obvious intelligence, and the fact that while you may be 25 you have hundreds of years of expertise...
Legal and Compiance IssuesCommented on: 2 years ago (October 7, 2011)
Look, I think some of the comments with the moralizing "you knew what you were doing" and "pay your debt scumbag" insinuations are uninformed and unhelpful. I was an attorney prior to my...
This guy is a schmuck. Only a loser seeks to win business by maligning the current advisor. What a value proposition.
Comment re: 100k retiree being more nervous losing 10% than a $3 Million account losing 10% doesn't make sense to me or my experience. HNW clients losing 300k are just as nervous.