What is your sales process? From initially meeting them, to setting the appt, to asking for first piece of biz?

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

I wait for them to ask me-then I suggest they come in and talk about it. Once they’re in, boom!

like

BOOM! max revenue

like

Related Posts

Infosys Hi sharks, DM me if you are interested in the available openings in Infosys.

Post Photo
like

How do you make the most out of your Amex platinum rewards?

like

I am on my 3rd and final round interview next week for a job I am very excited about. I am interviewing for a procurement manger job and will be meeting with their regional finance manager. What kind of questions do you think I can except from this role? I have never had to interview with a financial person before. Thanks!

like

Hi all -

I'm looking for some feedback to share with my former boss.

He has not been able to replace me since I left in November. He is insisting on his EA being in the office 5 days per week. He's asked for a call with me to discuss what he can do to attract a solid EA. Besides me saying, "Please consider this as a hybrid role," what else can I tell him? What are your compelling reasons for wanting to be hybrid/remote?

like

Hi,
Anyone working at Hitachi Vantara?
Can you refer me for job role SAP MM/WM Requisition ID:1012760

like

Got the confirmation from lti saying that i have cleared all the rounds as senior BA. Since i received confirmation from them i have opted out of all the other offers. But now the recruitment team is saying that the requirement is on hold, we can't release an offer letter. This is very bad as i am not struck with out any offer and my LWD in my organization is 11 dec
@LTI

like

I am either burnt out, depressed, crashing from a high, riddled with anxiety or having an existensial crisis. Also feel old. Or could be still hungover from 2 days ago. Anyone else feel this good?

like

Hi All

I am looking for a senior product owner role. I have 12 years of experience. All in Tier 1 companies.

Could anyone be kind enough to refer me ?

like

Anyone from cuelogic BU in lti?

like

Folks at KGS- Are you shifting back to base locations? Really mandatory? :(

like

Hi Fishes, I have joined TCS recently. I am tagged to a project GSK Client in TCS. The role is about Risk Compliance (Cyber Security related). Can anyone tell me how will the role be?. Any inputs are much appreciated. Thanks in Advance.

like

Hello guys
Looking for Job switch
1.5 YOE
Skills : html,css , js and react js
If you guys have any referrals please share.

like

Are there any Indian Americans on the app Dil Mil?

like

Would anyone in this group at ServiceNow be open to chatting about an open role out of Chicago?

like

Deloitte fishies! DU dress code? Email says wear nice pair of jeans for “biz casual”...do they mean it? 🤔

like

Anyone use edgenuity? I'm starting Monday with students, never been trained, no guidance. Don't know how to set expectations if I don't know. ice breaker ideas? I'm not in my classroom.. media center.

Anyone interested in giving me a referral for a Senior Associate FDD position? Open to most firms.

Thanks!

like

Applied for a position in PWC UK and status shows as 'interviewin' on workday. Does this mean I'm selected for an Interview, or that the position itself is now in the interviewing process.

Anyone have recommendations for websites with academic/research reports to read or listen to (excluding consulting reports)? I read a lot of books but want to get into more technical stuff with less fluff

likehelpful

Is now a good time to buy a house in Dallas? The prices are inflated and I am Not sure if they are coming down anytime soon. I’m looking for a four bedroom house in the Lakewood area. Wondering if I should wait for price consolidation or if I should buy the bullet and do it now? Thank you

like

Additional Posts in Financial Advisors

Ugh... two good new accounts today... both almost derailed by aggressive gate keepers... Tia Cref lectured them about why they shouldn't transfer out...and called them at home to follow up... cont

like

Does anyone skip an entire night's sleep on occasion to get stuff done for work?

like

What is your close ratio with walk ins/call ins?

like

Hilton getting sued for espionage is the Cold War we needed in 2020. Acc right now is not a bad time for bad press considering the industry is in the toilet anyway

like

How much quant do FA do? I do a massive amount, and my returns are 3-5% alpha. But am I wasting my time? Should I look to move my practice to a hedge fund module?

like

What’s a good goal that one should be bringing in each year in assets? Not a part of a team, single advisor, and how are you doing it? Need some prospecting ideas. Thanks for help.

like

What is the value in professional certifications? ACCA, CFA, CIPD, etc.

like

*Uk based workers*
Hi guys, I just created a bowl for professionals currently working in the investments field who are based in London, feel free to join!

likehelpful

What would you consider a starting salary range for an individual with 10 years experience in the industry and a CFP certificate of just over a year?

like

What do you value most in entry level employees and what traits do you find most desirable?

like

Do any other women (or men) constantly experience people assuming you’re an assistant ? It seems like being a young female people assume you must be the advisor's assistant. How to do handle this?

like

Networking coffee chat with someone from another firm - who pays the bill? Do you each pay your own? Does the person who requested the chat pay? What’s the protocol here?

I’ve got my last RICP exam on Friday. Any tips?

like

Merry Christmas all. Looking for good books for 2018. Possibly related towards sales. Heard about questions that sell etc. any recommendations?? Trying to learn all I can as a new RIA

like

Favorite font for meeting notes and other stuff in Word? What about emails?

likehelpful

Going to talk to a CPA but curious how many of you take the home office deduction? I do most of my work at home but meet clients at an office in a high rise. The IRS info isn’t clear if I qualify

like

Anybody ever use White Gloves Workshops? I’ve heard good things and considering giving it a try.

like

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

like

What have you bought that was cheap / low cost but has significantly changed your day-to-day life?

like

What part of your job do you wish an assistant would do?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal