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Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=2991
Printed Date: Mar/27/2026 at 12:00am
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Topic: New to the Forum
Posted By: sbairtime
Subject: New to the Forum
Date Posted: May/09/2011 at 7:15pm

Was recommended to this forum.  About 3 months into production at a wirehouse.  Have been mostly focused on approaching more from a service side than product.  Knew it would be difficult, but even more difficult than I imagined.  Some success, close to $1MM AUM, but mostly from warm network.  Thinking of moving pitch to more product than service, hopefully with more success....




Replies:
Posted By: Iamlegend
Date Posted: May/09/2011 at 7:27pm
Welcome


Posted By: Guests
Date Posted: May/09/2011 at 7:31pm
Originally posted by sbairtime sbairtime wrote:

Was recommended to this forum.  About 3 months into production at a wirehouse.  Have been mostly focused on approaching more from a service side than product.  Knew it would be difficult, but even more difficult than I imagined.  Some success, close to $1MM AUM, but mostly from warm network.  Thinking of moving pitch to more product than service, hopefully with more success....

 
 
I don't know if your approach is right or wrong, I do know that 3 months is not enough time to make that determination.  Don't be so quick to think it is not working.  On average it takes more than 6 months for prospecting to bear fruit.


Posted By: Ron 14
Date Posted: May/09/2011 at 11:55pm
Primo welcome to the forum



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