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Truly understanding investment risk.
You can use my 53 page white paper as the basis. Email me at roccy@thewpi.org and I’d be happy to email it to you.
I don’t know if this will help but once a quarter I have dinner with 5-6 other Fa’s that I don’t see or speak to on a regular basis.
I always ask what guys are doing or what’s working for them? Any big deals ? Any new sales idea or products that are working ?
It starts great dialogue.
Unless you have a really engaged group of advisors, these meetings are almost a waste. Use to have these when I was at a wirehouse. Guys would never pay attention and be on their phones most of the time.
I agree with Wells Fargo.... meetings are a total waste of time....sounds like you are looking to enrich their knowledge or develop them ... work on that one on one
These advisors really like these meetings. In fact they demand them from me. We are all independent and have different marketing campaigns and niches which makes it interesting, but also difficult to find common topics of interest as meeting subjects
Owner/President... sorry I bashed them... I just can't wrap my head around wanting to be in a meeting... glad it works for you and your crew.
No big deal. I hate meetings too, most of them anyhow. I’m all about getting rid of unproductive meetings.