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Hey Fishes
Can anyone share Mutual Fund schemes in their Portfolio?
I am a newbie and planning to start investing via SIP's in MF ( Around 4-5 SIP's of 10k each)
Thanks in advance.
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If you are starting as an Audit Associate some time from now with Deloitte or any of the big 4, do they expect you to have passed/completed all 4 parts by the time you start? Received the Becker Reimbursement email from the recruiter not too long ago but have yet to start. I’ve seen plenty of people get to Senior at a big 4 firm without the CPA so I am a bit confused in that aspect. Any helpful feedback will be very much appreciated.
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Wasted money one time. Don’t reinvent what has worked for decades. A handshake and asking for their business eye to eye leaves an impression that a cold call never will.
I got this idea from a Jones guy, and it’s worked pretty well. It’s called a reverse door knock. Get the list, send a mailer, go knock on door. Rinse and repeat. It’s a nice way to pull a list with somewhat qualified prospects, if you can pull by demographics. Some of the list is always garbage, but a lot of them are good. It’s a little bit more of a directed way to focus your energy.
Don’t reinvent what has worked for decades?? Every firm on earth builds their book by smiling and dialing!
I bought one list. It was actually pretty good. I had a few clients that were on it and the info was accurate. Their phone was not on the dnc and they had the correct asset range the list said they did.
Smile n dial can make you money but no real client relationship and no referrals
I don’t even know how many clients I have gotten by cold calling. As soon as they become clients and you bring in more assets, it makes no difference how you met them