{ "media_type": "text", "post_content": "Intern???? Have them help with scheduling current client meetings or have them prospect?", "post_id": "60f834b74de895002a0fb5be", "reply_count": 2, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

Intern???? Have them help with scheduling current client meetings or have them prospect?

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Your interns can absolutely not be cold calling prospects. They are not licensed and cannot solicit business. You could say they are just trying to set up a phone call for you but Wells will most likely view that as a fireable offense. We use ours to schedule meetings with current clients or prospects that we sourced and they are just putting on our calendars. We try to teach ours the ropes, how to run and arrange reports, how to interact with clients. Our CAs give them a lot of the day to day learning and busy work to do.

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Interns should not be prospecting in my opinions on, they should be sitting in meetings taking notes and learning planning etc. Not trying to close business or look for new business.

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