{ "media_type": "text", "post_content": "One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?", "post_id": "5bce14242461a800120d96d8", "reply_count": 1, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

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If he has worked with you for a while, chances are he has already made up his mind. Take initiative. Ask him questions to show you are serious about making things go well for his clients.

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