Rookies & TraineesCommented on: 3 years ago (September 14, 2012)
What firm are you at?
Prospecting, Marketing and SellingCommented on: 4 years ago (January 30, 2012)
When you say annuitize your business are you simply referring to doing fee-based biz and C - Shares?
ClientsCommented on: 4 years ago (January 16, 2012)
Well that is exactly what I wanted to hear. I have tremendous personnel resources at my indy and genuinely try to do the best I can for my clients so it's great to hear that I should be...
Prospecting, Marketing and SellingCommented on: 4 years ago (November 2, 2011)
Thanks Dash, I really appreciate the insight.I've heard not to pursue 401ks from this board many times which is frustrating because that's one of the areas I've had the most success. I became...
Rookies & TraineesCommented on: 4 years ago (September 2, 2011)
I like Financial Executive. It's actually the lowest level at our firm but most people keep the title after they get promoted. Not only does it sound prestigious, it also provokes the question of...