I’m an FA at ML, been in the role for 1 year and 8 months, but have 23 years of industry experience. Quarterly, I have a performance review call with my Market Executive and until today never heard anything negative… my growth is slower than I’d like and definitely I’m sure that’s why, but today he said last time “they” wanted to give me a letter of education and he talked “them” out of it. First of all, who is “they” / “them” and what would the letter of education be for? Any thoughts?

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Usually it means you've done something to warrant a concern from compliance. This sounds typical of what has been happening around there lately. Make sure you know where you would go in the event they do something more drastic. I hope I am wrong.

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You would think. Great scare tactic

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Received another call today from my Market Exec asking if I had any big assets coming in… I let him know what I had working and he said good. He then said just a heads up you have to sign a Letter of Education for being behind on your assets, not a big deal since you have some big things coming but we both have to sign it.

Umm, okay… guess I have no other choice huh?

Ugh! Just prepare yourself. Incase they turn on you. Happened to a few reps I know.

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I'm currently on a written warning due to not meeting a sales goal in a service role with no previous coaching. The company seems to care more about irresponsible growth than actually client care lately.

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