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Helllo, alo can anyone read me?
Guys did you hear the big news???
What are folks doing for WP this weekend?
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Best music/audio to listen to while working?
Anyone knows about the base for chase PCA?
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Mail them baby shoes with a note that says you're just trying to get your foot in the door.
I’m confused. I don’t know many people who just started a family with enough money to be worth the time... unless you are focusing on insurance.
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EJ1, the are plenty of new parents with $. This is a time they need a plan. Even those without will later. I do 529 at TD with no advisor cost if they bring what they have to me. Then it's 529 and ROTH. I have several and they are growing into accounts others want to steal.
IMO our business marginalizes younger working class. While we all know which clients pay the bills, I will work with anyone who is committed to doing what they can. Now, if you are a low balance account and high maintenance, then you can go away.
My experience with new families is that they go underground for the first six months just trying to cope with sleep deprivation. Start prospecting after baby is six months. I used to do workshops called Financial Fitness for Moms. Cases not huge but good for life insurance work.
Mail them something with your contact info!
Senior partner that’s super witty and I love it