GeneralCommented on: 2 years ago (August 29, 2012)
Mallach strategy is a great way to get dialogue going with prospects.
The LoungeCommented on: 2 years ago (August 14, 2012)
If all you are doing is indexing then you should go to fee only financial planning. Otherwise, you have no business charging fees based on AUM. Leave it to the advisors that have a strategy to buy...
Rookies & TraineesCommented on: 2 years ago (July 30, 2012)
Agree with Ulairi. Work hard and see what happens. Build a book even if it means opening up accounts below $250,000 to start. You'll still be compensated well if you beat the hurdles.
InvestingCommented on: 2 years ago (July 30, 2012)
Like a grocery store charges for shelf space.
Prospecting, Marketing and SellingCommented on: 2 years ago (April 16, 2012)
The bottom line is cold calling still works and is the fastest way to earn business outside of being well connected. Thanks to gents such as BondGuy and All the Way for encouraging and useful...