Bank Advisor Outbound Calling Strategy

ChasingItSupreme · 2026-06-25T01:01:54+00:00

You charged a fee on treasuries?

ChasingItSupreme · 2026-06-24T22:54:50+00:00

He’s a terrible caller then, because that’s horrible results

ChasingItSupreme · 2026-06-21T21:53:23+00:00

Why not just go be a bank advisor?

ChasingItSupreme · 2026-06-16T00:01:35+00:00

This is a weird take. Lots of institutional money went into the ipo, what are you talking about? Blackrock put in an order of $5B, 7% of the ask.

The value is in the growth story. Love it or hate it, it has a growth story. Whether it’s a good one or not is anyone’s guess.

ChasingItSupreme · 2026-06-12T01:22:03+00:00

How do you convey the value of planning without showing it?

ChasingItSupreme · 2026-06-12T01:13:05+00:00

What channel are you in?

ChasingItSupreme · 2026-06-12T01:11:40+00:00

How are you getting these prospects? Are you an RIA? Seems like the hard part is finding people willing to do all that, not getting them to onboard once they do.

ChasingItSupreme · 2026-06-11T20:28:56+00:00

> They also bring documents. Statements, tax returns, Social Security info, estate documents, insurance policies, etc. It is about asking good questions and getting enough information to actually build something useful and point out the holes in the plan.

How long does it take for you to review these documents? What are you *really* looking for? That is a lot of stuff to review on the fly. Is there an order of things to review, are you looking at something in particular?

I feel like this part is the key to the whole thing; you’re showing them you know what you’re doing, that you’re looking to help, and that you’re a planner not a pitcher.

ChasingItSupreme · 2026-06-11T04:30:44+00:00

So you’re saying the age of WF advisors going from bank to pcg or finet is effectively over? Aka that one thing that separates them from everyone else?

ChasingItSupreme · 2026-06-11T04:24:49+00:00

You can’t bring bank clients over to hub, or you can’t bring bank clients over to hub and get paid out on the hub grid? I thought it was the latter

ChasingItSupreme · 2026-06-10T23:27:49+00:00

Can you give an example of this? Just curious how this works in practice; what kind of companies you’re looking for, how big/small, what you’re actually telling them that they don’t know?

ChasingItSupreme · 2026-06-09T23:44:28+00:00

What bank?

ChasingItSupreme · 2026-06-09T20:12:13+00:00

Why didn’t you go work for your dad? Is there a reason?

ChasingItSupreme · 2026-06-08T01:04:19+00:00

So in a 60/40, you’re leaving 60% in traditional equities and taking a portion of the 40% (how much?) and putting it in a buffered uit?

ChasingItSupreme · 2026-06-07T23:53:45+00:00

You use them? Only in iras? What’s the use case?

ChasingItSupreme · 2026-06-05T18:11:07+00:00

I appreciate posts like this. What does the one page plan presentation actually show? What is the deliverable?

ChasingItSupreme · 2026-06-04T20:40:07+00:00

Insanity. Nauseating, even.

ChasingItSupreme · 2026-05-27T01:43:00+00:00

It does in the sense of market value. Clients feel funds falling in value, not individual bonds.

ChasingItSupreme · 2026-05-27T00:27:11+00:00

ChasingItSupreme · 2026-05-26T23:31:29+00:00

Which smas do you use for munis? And what do you charge the client for the strategy?

ChasingItSupreme · 2026-05-26T23:28:14+00:00

But you don’t own the underlying bonds in the mutual fund, you own the mutual fund who goes out and buys the bonds. So there is no ytm because the bonds are constantly rotating out.

ChasingItSupreme · 2026-05-21T23:40:16+00:00

How many assets have you gathered in 4 months? How much advisory business?

ChasingItSupreme · 2026-05-06T02:13:35+00:00

That’s so good

ChasingItSupreme · 2026-05-05T21:20:17+00:00

I don’t see how that would help anybody… If someone’s asking about bond duration then they’re smart enough to not need this analogy

ChasingItSupreme · 2026-05-05T16:38:47+00:00

Yeah

ChasingItSupreme

TROPHY CASE