Related Posts
Literally every “dating” app in los angeles

More Posts
Additional Posts in Financial Advisors
Wells Fargo merger news. What’s it mean?
Booyahh, landed hedge fund number 2 for IPOs.
Best technology to use that LPL has?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.









Walk in? Call in? What are these mythical things that you speak of?!
Hard to measure because half the walk ins and call ins I send down the road because they don’t fit my ideal standard. Few and far between plate lickers and tire kickers I even want to close. For those that actually sit down and have a reasonable account 100k-500k the close ratio is very high. 500k + seems to drop off because they do a whole lot more due diligence and typically fall for an insurance agent selling some indexed annuity promising no market loss that sounds too good to be true. I’d say I’m closer to 50% on 500k+ but it’s rare I have someone kicking the tires with higher balances.