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luvindy
Moderator Joined: May/17/2010 Status: Online Points: 25771 |
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You could pitch it to them that "you're seeing things from their side" and they can save the salary while you study. Get them to hold an opening for you if they will, even if it's just mentally, but make no commitments to them. Meanwhile get the good looking chick's number to text just to stay in touch and see if you can make some hay with her while you get your exam study done. |
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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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Yep. It's way better for them. If they balk, it's because they are actually looking for an assistant, not an advisor.
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Dr Pearls
Greenhorns Joined: Nov/29/2020 Location: Midwest Status: Offline Points: 10 |
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I think you said some really good things there. It sounds like a good idea. They also made it pretty clear that they need an assistant for now but “it’s a great way to become a FA from the inside out.” If I don’t take this offer, they WILL hire an assistant regardless. I think they’re willing to develop me because I showed them how successful I’ve been in PC sales thus far and they know me personally.
What I’m worried about is them simply rejecting my offer and then I won’t have an in anymore perhaps. Also and more importantly worried about getting licensed but then not knowing what the hell I’m doing. Like get licensing done but then in reality selling products will be a bunch of mumbo jumbo. Also is it realistic to be able to get SIE, series 66, and 7 all within next 6 months? And also do I NEED a sponsor like is it a requirement to be able to take the series 7 for example? If so I’ll need to play my cards more carefully.
Edited by Dr Pearls - Nov/30/2020 at 7:06pm |
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memphis
Senior Member Joined: Apr/20/2020 Status: Offline Points: 716 |
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You need a sponsor for 7, 63, and 66 (which is a combo of the 63 and 65). SIE and 65 don’t require sponsors. It’s more than realistic to pass your exams in 6 months, or even far less if you’re an excellent test-taker. But that’s the thing. There are very successful people who had to test multiple times to pass, and failures who studied and passed in less than a month.
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WarPig
Senior Member Joined: Dec/12/2019 Status: Online Points: 9706 |
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What is he saying is she is a freak.
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If you invite me to lunch, I'll report you.
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If they are that good of family friends, you're good to go. If they aren't, there are a lot of indy guys out there that would take you on. There's no risk to them in my plan (barring you being Bernie Madoff). You would be offering to come on to make them money at no cost to them. But again, if these are "family friends" they will still take you on. This response makes me think they are really interest in an assistant, with the benefit of some upside (or a "carrot").
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Hacksaw
Platinum Member Joined: Mar/27/2010 Status: Offline Points: 31482 |
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Exactly. They NEED an assistant. They don’t NEED another advisor. Unless that timetable of transition is in writing, you have a high likelihood of not being happy. You might feel you’re ready a year from now, but they will still need an assistant
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Online Points: 6136 |
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You will be a service assistant AKA SERVICE admin Bitch. Offering you a salaried J-O-B with the FA carrot dangling in front of your face.
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