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Guys please give likes to enable chat for me.
Anyone know if non-m cars have launch mode?
Can someone please refer me to KPMG?
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Alright people what's your out?
best resources for brushing up on excel?
Anyone knows about the base for chase PCA?
Woohoo just closed my first client!!!!
How many times did you guys take the cfa exam?
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The goal is once a month with some form of communication
One mans trash is another mans treasure
Every 90 days
The number one reason clients transfer to me is no interaction with FA. Those are the ones that have no problem transferring. Send out a weekly market report, birthday cards, quarterly reports, take out for lunch , etc
Let them tell you.
I talk to my A clients all the time. I Never talk to the rest except for the once year mandatory ‘are you still breathing’ meeting.
Maybe I talk to some B clients who I think might make themselves into a clients. Sometimes.
Why talk to the dregs and not the elite? Talk to the elite, work with the elite, and you’ll be elite
I guess I should not mention the small $115k client that then became the 2.1mm and also recommended his brother with 2.6mm. Husband had account, wife divorced him but I had always been kind to wife. She was the one with the money. Her little 60k became 6mm.