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I met someone and their son is a director at Morgan Stanley. He told me to give him a call and potential have a talk about working there . How are Morgan Stanley advisors compensated. I ask because I left another firm and they have tried to charge me charge backs on commissions that have come back.
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Need to learn how to take control of the conversation or you will never get anywhere.
Very true!!!
Put together a handout stating the items to be covered in the meeting and give a copy to the client. Then start the meeting.
A great suggestion.
You should clearly have a better control of the conversation and what are you accomplishing within that phone call. I always start by stating the goal in the beginning let them say their stories for 10 15 min max then I redirect if out of line. It is tough and some clients think we are therapists as well.