Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - New to the Forum
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

New to the Forum
 Post Reply Post Reply
Author
Message
  Topic Search Topic Search  Topic Options Topic Options
sbairtime View Drop Down
Greenhorns
Greenhorns


Joined: May/06/2011
Status: Offline
Points: 20 		Post Options Post Options   Thanks (0) Thanks(0)   Quote sbairtime Quote  Post ReplyReply Direct Link To This Post Topic: New to the Forum
    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....
Back to Top
Iamlegend View Drop Down
Platinum Member
Platinum Member
Avatar

Joined: Mar/09/2010
Status: Offline
Points: 23776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: May/09/2011 at 7:27pm
Welcome
Back to Top
Guests View Drop Down
Guest Group
Guest Group
Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post 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.
Back to Top
Ron 14 View Drop Down
Gold Member
Gold Member
Avatar
Licensed Teller

Joined: May/12/2010
Status: Offline
Points: 19390 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: May/09/2011 at 11:55pm
Primo welcome to the forum
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.063 seconds.