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vimcor View Drop Down
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Joined: Nov/29/2016
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Post Options Post Options   Thanks (0) Thanks(0)   Quote vimcor Quote  Post ReplyReply Direct Link To This Post Topic: New to AdvisorHeads
    Posted: Nov/29/2016 at 9:13pm
Just found this forum... I have been an independent advisor for about 20 years... need to learn better sales skills as my experience before was as an research analyst (hoping to find some good insights to marketing here).

I did write our investment management software... if you custody at Ameritrade and want to beta test it for a month, it can be found at www.vs-tech.com/PortMan.html


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advisorman View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2016 at 2:39pm
You must suck at both if you are looking for sales tips after 20 years. Did you sell insurance while developing that programmy thingamajig?
King of sarcasm and speling
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