When it comes to prospecting, what’s the difference between being assertive/persistent and thirsty/desperate?

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

Sounds corny, but ask the prospect when you should circle back. Give them an option so they don’t say next year. Use your own language, but ask them if it’s more appropriate to call next week or do you need to go a few weeks out to have enough time to schedule a meeting ?

Related Posts

Will it be a negative if we don’t use the full 10 minutes for the Accenture technology showcase? I’m clocking in close to 7 minutes.

likehelpful

Are there any recruiters who are currently actively looking to fill roles within start-up like companies? I have a background in accounting/compliance and was wondering if there were any start up companies within open roles in that space. Additionally, I’m also looking to connect with recruiters who are looking to fulfill account/compliance roles in general. Okay please reach out if you can help me get visibility with your clients. Thank you!

like

Do you guys reward yourself when you see progress? And no, I'm not talking about food 😭

I went from 167 at my highest down to 142ish and got an LV purse to reward myself 🥳 went to the mail room after the gym today and I was stoked haha. Next goal is 130!

Post Photo
likeuplifting

I am a fresher ca with prior global audit experience

Please help me refer

Hello,

My joining date with CTS is on 5th dec, i received message from CTS like onboarding pass not generated. When i try to reach out to HR , they are not responding.

Sent email to HR.

Any suggestions please??

like

Can we leave CG a month after joining?

like

I’m trying to get a rotation in FDD but my partner is worried about temporarily losing resources in our advisory practice. So, what are some things I could learn in FDD that I could bring back to the advisory practice that might convince the partner to let me go on rotation?

like

McK/Bain fish, do you guys get free leatherbound notebooks?

likefunny

Trying to come up with some project work for my University Sourcers to complete that will benefit my team. Their most recent ask was to generate a list of universities in each state that we source from within iCIMS. What other projects have you found to be beneficial to enhance recruiting efforts?

like

I posted this somewhere else before I remembered that I am in this bowl :) so, I changed jobs 6-7 months ago and I am realizing it is not a good fit. Leadership seem to not want to hear the truth so people tell them what they want to hear and if you don’t middle management gets pissed at you. I am seriously thinking about looking somewhere else. My question is how do you answer the “why are you looking to leave” question without bad mouthing your current company?

like

If I skipped the outbound leg of a r/t, but want to take the return and have a boarding pass on my phone, does that mean I slipped by? It was a weird booking with chase points on 2 codeshare airlines

like

What are the best times to go to Sedona in terms of avoiding crowds? Obviously weekdays but are there specific pockets of the year where it's more quiet and less crowded?

like

Describe Trump's press conference speech using one word... go!

like

In the process of interviewing for a strategy/Corp dev position at an activewear/athleisure company and they want me to think of a couple tangential industries that may have companies for acquisition and do a write up. I’m stumped on what else an activewear company would buy besides other activewear companies. I can only think of home fitness (Lulu’s Mirror) or vitamins/supplements. Any thoughts?

like

What is the back of an envelope kind of estimation of a drug’s market share considering there’s one in market already?

funnylike
like

what is the notice period in tech Mahindra and what will be variable pay % in total package

like

How is Telco client in Tech Mahindra

Smokey Chocolate Chili - It’s my cheat day and I’m allowing myself some carbs (beans in the chili).

Post Photo
like

My fiancé just made Aliyah for med school. Long distance is hard but I love my job/firm culture. I wish I could stay, but I’ll need to switch to a firm that allows working abroad in a year at the latest. In a year, we get married and I make Aliyah too. I’m afraid to tell anyone at my firm. I’m also looking for American companies that pay well and allow employees to live in Israel. Thoughts? Advice?

Additional Posts in Financial Advisors

Websites for good non-stock-looking photography? Looking to revamp my website and social media pages

like

What is your go to for a cold on a short term basis to get through a really important work day? (No fever just stuffiness, sore throat, and drowsiness)

like

So the fiduciary rule got tossed yesterday

likehelpfulfunny

I dread thinking about work and feel drained from my job. What are some good tips to keep up the focus and productivity? I want to become more efficient to not feel this way.....

Does anyone think there is long-term viability in Cryptos?

like

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

like

What’s a topic you know a surprising amount about?

like

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

like

Anyone have experience doing pro bono advisory for charities? Is there a good placement agency for this?

like

How has working in this industry influenced your politics, if at all?

like


CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

like

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

like

Work smarter not harder is the motto but many people don't get this concept smh

like

Looking for recommendations of any good non-finance books to pass some of the downtime at home

like

Need tips & encouragement for how you have gotten out of a slump in the past. I am 3.5 yrs in and have seen my practice growing (some quarters better than others ), but Q219 has been really tough.

like

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

like

Anyone who said no to a prospect because of personal reasons? Going through a rough patch and would really appreciate some advise on how to do it without burning (that many) bridges.

like

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

like

How many hours in one day puts you over the edge of not being able to be productive anymore?

like

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

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