With a list of prospects in one hand and the telephone in the other, Forrest Koenig began another cold-calling session at his First Union Securities office in San Francisco.But this cold-calling experience would be...
Fresh marketing ideas delivered in rapid-fire style give reps ways to get attention.When it comes to marketing, Martin Baird is never at a loss for ideas.Baird, a walking marketing conglomerate, not only has a weekly...
Prudential Raises Stakes in Deferred Comp Race Firm offers up to 200% match to select few.Prudential Securities has enhanced its MasterShare deferred compensation program.The new enhancements, which go into effect Jan...
At this point of his life, Gino Torretta didn't expect to be a stockbroker for Prudential Securities or even a college football analyst for ESPN2."I expected to be playing in the National Football League for a good...
Technology is the name of the game today. And Prudential Securities is playing the game well, according to its reps.The firm has "put massive quantities of money into technology," says one broker. "Basically, the firm...
The merger with UBS Warburg has left some PaineWebber reps in limbo, wondering about the direction of the firm and their future with it."It'll be interesting to see how the merger plays out," says one rep. "UBS will...
Salomon Smith Barney Reps Have New Competitor - CitibankNo-load CitiFunds also offered under the SSB name.When Citibank launched a new group of no-load index funds in September, it created an unusual competitive...
Authors illustrate how to tell profound stories to win clients.Top advisers sell by simplifying matters, not complicating them, according to authors Scott West and Mitch Anthony. That's why their book, "Storyselling...
Dain Rauscher Reps React to RBC MergerProposed name is RBC Dain Rauscher Wessels. Retention bonuses top out at 35%.Dain Rauscher reps are weighing promises of independence and a retention package in evaluating their...
Even with powerful Citigroup behind it, Salomon Smith Barney reps say the firm has an identity problem."Our image is not as good as it should be," says one rep. "I don't think the public is as aware of our firm as...
