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Does anyone have any ideas for a sales training program for a JR advisor? Trying to find a way to boost his confidence. He is calling, but only around 50 calls a day.

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Perhaps you could construct a gravestone with the words "Jr. Advisor's career 2017-2017" and put it near his desk?

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Have the junior watch Glengarry Glen Ross. Always the pick up you need to crush it.

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25 contacts. Won't fail

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What part of training do you want to teach him? Attitude? Behavior? Technique? If it's attitude, perhaps you made a hiring mistake? You need to hire motivated people, not hire people to motivate. He just needs to know what the standards are - generally 200 calls a day (is what I've heard a lot). Also check out Chris Gardner - a guy who became homeless while in an internship who made those calls... because he was hungry enough. Does he know the standard for the industry technique (what to say, etc.), I'd probably also look up Bill Good's stuff as a starting point (adjust as necessary), or whatever has worked well for you, what you do, what you do best, and what makes you different than other advisors/firms

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I've had a pattern of terrible and difficult clients. Want to give up.

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About to turn 30. Even if you were healthy, what changes to your lifestyle did you make? Were they for physical well being or emotional?

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New FA here... When you do get a meeting locked in with a prospect, how do you conduct your meeting? Do you use an agenda? Do you talk about your firm before you ask questions about the client?

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Burned out as a Financial Advisor and think it’s time for a career change, but it’s hard looking to start over somewhere where it is not sales that makes over $200k. Any tips or suggestions?

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