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jet setter
Greenhorns Joined: Mar/29/2017 Location: Georgia Status: Offline Points: 10 |
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Posted: Mar/30/2017 at 3:20pm |
Hi all.
I am a licensed Indy Insurance Agent that has been in the industry for almost 5 years. My typical client is young professional couples in the 30s and 40s with children. I know this isn't the normal client for a wealth management firm, meaning they are in the process of building wealth not maintaining wealth, but I have been approached by many of my clients asking about other services. I have been using open source curriculum (such as Coursea's certificates for behavorial finance by Duke University and Investment strategies and Portfolio Analysis by Rice University) to learn as much as possible about investments. I hope to learn as much as possible from this forum, and hopefully find a mentor to lend some advice through this maze.
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Fitness1983
Senior Member Joined: Mar/06/2016 Status: Offline Points: 804 |
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How many clients do you have? AUM? How much time me per week do you spend learning about investments ? How much time do you spend prospecting? What makes you use the word maze? Edited by Fitness1983 - Mar/30/2017 at 10:20pm |
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How many more questions do you have? |
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
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The real question...
How often is VUL the appropriate solution for most any problem?
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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