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jimmydsmith113
Rookie Joined: Mar/05/2018 Status: Offline Points: 8 |
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Posted: Mar/05/2018 at 10:31am |
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Hello All,
I'm a new member here. Series 7 and 66 licensed. Work at a top 3 broker dealer / firm. In the process of building a successful practice and looking forward to exchanging valuable information and discussions with everyone here. I'm in the New Jersey area. |
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What is a top 3 firm?
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Hacksaw
Platinum Member Joined: Mar/27/2010 Status: Offline Points: 31478 |
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Primerica Edward Jones Ameriprise
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Damn it. You’re right. This has EJ all over it |
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jimmydsmith113
Rookie Joined: Mar/05/2018 Status: Offline Points: 8 |
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I meant top 3 as in assets under management. I don't really know the rules on sharing your specific firm yet, sorry.
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jimmydsmith113
Rookie Joined: Mar/05/2018 Status: Offline Points: 8 |
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I'm in my mid 20's and know it's going to be difficult to generate leads and build a book of business and was hoping to find active prospecting discussions, along with maybe some tips and ideas for young FA.
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Crimson
Senior Member King of the Wicker People Joined: Feb/03/2013 Status: Offline Points: 2057 |
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Where did you hear this would be difficult? This is probably the simplest job you could ever do. Go meet enough people and you'll bring in enough money to be angry at "only" making $300k a year. Go talk to people. You'll fall on your ass a few times. But that's okay. Those bruises are worth millions to you. |
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jimmydsmith113
Rookie Joined: Mar/05/2018 Status: Offline Points: 8 |
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I like the optimistic outlook. what would you recommend is the best way to start prospecting and generating leads then?
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Call. Walk. Call. Walk. Repeat.
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Crimson
Senior Member King of the Wicker People Joined: Feb/03/2013 Status: Offline Points: 2057 |
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Calling would put you in touch with the most people, but it's a burnout grind. You'll make hundreds of dials a day if you're lucky. F2F is far more efficient, but you'll make fewer contacts. Does your company not have a training program? |
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jimmydsmith113
Rookie Joined: Mar/05/2018 Status: Offline Points: 8 |
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they do but its very generic and internet based as opposed to face to face. No leads either. They tell us to start with out centers of influence and current network, but as a 26 year old I'm not going to find money there. Hoping to end up with a team. Otherwise I will be purchasing lead services to begin with most likely..
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PEACH_cm
Senior Member Joined: Jan/16/2013 Status: Offline Points: 7184 |
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Interesting. Can you elaborate? Edited by bc2051 - Mar/06/2018 at 5:07pm |
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Offline Points: 22532 |
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Obviously a joke. Just get on the phone and call people or go knock on doors. |
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Crimson
Senior Member King of the Wicker People Joined: Feb/03/2013 Status: Offline Points: 2057 |
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I'd suggest mortgaging your house or selling your soul so you can afford enough leads. You're 26. A COI isn't going to give you the time of day. You reek of noobness. Your best bet is to doorknock businesses and even residences a la EJ style. It sucks ass but it works. |
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I’m not even a blonde |
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Crimson
Senior Member King of the Wicker People Joined: Feb/03/2013 Status: Offline Points: 2057 |
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BC's a girl. Just wow. |
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Me and you buddy. Two peas in a pod |
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Crimson
Senior Member King of the Wicker People Joined: Feb/03/2013 Status: Offline Points: 2057 |
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I'd love to be the pea in your pod. |
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Darngoner
Greenhorns Joined: Jul/30/2017 Status: Offline Points: 68 |
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He’s at Merrill. |
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