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tampabay View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote tampabay Quote  Post ReplyReply Direct Link To This Post Topic: new to the board
    Posted: Mar/05/2013 at 9:29pm
Hi there I'm considering a FA position and I am going through a business plan as part of the interview process
  1. What is the realistic number of high net worth prospects (individual and corporate) in each of your target markets? What percentage do you think would choose you to be their financial advisor?

How would I know a realistic answer to this? I feel like I would be totally guessing on this one.
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Sportsfreak View Drop Down
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Wise Old Perv

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Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Mar/05/2013 at 9:33pm
First of all, i don't even understand the question.
Second of all, you listed 1. What is number 2.?
Sorry MINT, SF is right, I was wrong......Helado...March 8th, 2014
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tampabay View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote tampabay Quote  Post ReplyReply Direct Link To This Post Posted: Mar/05/2013 at 9:38pm
They're asking in my potential target markets what is an investable dollar amount per person. Since I am new to the industry how would I know an average dollar amount much less what someone would typically invest. I'm sure it varies

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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Mar/05/2013 at 9:49pm
What firm is asking?  That will determine your answer.
When money is speech, speech isn't free.

[QUOTE=Crexis]
I agree with WET [/QUOTE]
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Post Options Post Options   Thanks (0) Thanks(0)   Quote tampabay Quote  Post ReplyReply Direct Link To This Post Posted: Mar/05/2013 at 9:50pm
Morgan Stanley
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