What are your goals and how will you accomplish them? Mine are $10mil in new fee based assets. I’ll do this by monthly 2nd opinion letters and 3 nice client appreciation events. How about you?

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Posting as :
works at
You are currently posting as works at

Who do you send second opinion letters to?

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What are 2nd option letters?

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Mass mailed to cold prospects.

I don’t think mass mailing works. Have you had success with it?

Agree. We get less than 1pct and I bet it’s the same company that does your Ruth’s Chris mailers. I just prefer the one on one meetings vs the free steak seminars. I’ve done both.

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I am working in
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Tata Consultancy

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