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Will need an entire course for just this year 😬

Additional Posts in Financial Advisors
I met someone and their son is a director at Morgan Stanley. He told me to give him a call and potential have a talk about working there . How are Morgan Stanley advisors compensated. I ask because I left another firm and they have tried to charge me charge backs on commissions that have come back.
Wells Fargo merger news. What’s it mean?
What is your close ratio with walk ins/call ins?
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They are appropriate if you are 12 years old.
I like it if it’s a quick email and have a certain level of comfort and familiarity. If it is a formal relationship like a client or another advisor you don’t know very well, leave it out
Inappropriate