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If you had a month to kill

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Mar 29, 2007 8:00 pm

[quote=EDJ4now]

As someone 4 years into this career, I would highly suggest that you spend a fair amount of time relaxing and doing stuff you enjoy.  Working out is important, but that shouldn't be the only time you take for yourself this month.  I only took one week long vacation out of the office in my first 3 1/2 years, and I probably shouldn't have taken that. 

If your training program is mediocre or better, you should have plenty of time to master your series 7 materials, it isn't a cake walk but if we are being honest here it isn't exactly rocket science either.

The burn out factor is more likely to contribute to your failure, you are going to be going 100 mph for the next 3 years.  Take time to enjoy yourself while you can.

[/quote]

Thanks for your response. I am not too concerned with the series 7 and agree that I will probably be given adequate time to prepare however a little extra studying never hurt. Like I wrote in a previous post I will try to squeeze in as much golf as possible in the next month. I realize that it is a viable form of prospecting but I doubt I'll have many chances to play with my friends over the next few years. That would obviously be counterproductive. Thanks again for your response.

Mar 29, 2007 8:42 pm

[quote=BankFC]

Actually I'd prefer a 20 year EIA with a monthly cap from a "SENIOR INCOME SPECIALIST" like silouette.

I guess if you bring in a million in AUM with those hefty commissions a year your pretty much set huh? 

And yes, I do like beer on the beach.  I know it's hard, but try hard to remember those days when your life was actually fun.

[/quote]

Thanks for your concern. Life is fun and balanced. I have been undoing bank sold annuities for years. Have another huge one coming soon, along with the cash from the nq closed fund we sold. It will take a while to undo the annuity, but this will be a client for life. Just because you love annuities and I basically hate them, why can't we be pals?

Apr 3, 2007 12:35 am

I always get a kick out of people who look like crap at 30. Its like you must be excited about the heart attack and diabeties that you will have at 55.



Health and wealth go hand in hand.

Apr 3, 2007 2:28 am

True, seems like you become what you do … folks who sweat for a living certainly deserved to be concerned about health problems and retiring at 62 or 65. For many of the rest of us, the idea of retirement is a more complex construct.

Apr 3, 2007 3:13 am

[quote=12345]If you had a month to kill prior to starting your career as a Financial Advisor, how would you spend your time?  Would you spend it studying for your series 7, networking, reading books or compiling information on your target markets. I'm currently in this situation and would appreciate your insight on what you wish you had done more of prior to starting out. Thank you for your responses, all of the information on this website has been very helpful. [/quote]

Hmm, I'd spend my time vacationing but also researching the BEST company to work for (assuming your vacation resort would have Internet access) &/or determining a longrange career plan.  However, it seems that there are some companys tht would be better for initial training and experience before moving on to a company that would better suit your logterm career goals.  I'd also try to quiz some of these fas and find out about their company...research...pinacolada, vacation during your month off...research...pinacolada...time at the beach, margaritaville...research kid!  Don't waste your time working for a wrong company unless it's just a stepping stone to something better.