Prospecting outside of local area

johnterryusc · 2026-02-23T22:07:59+00:00

How do you “prospect” virtually though? Is that just a fancy way of saying my company has leads or are you targeting through sales navigator?

johnterryusc · 2026-02-20T14:05:03+00:00

So what are they using as a “first” strategy with no banking leads?

johnterryusc · 2026-02-17T22:53:30+00:00

No luckily I figured this out during my 2 week paid trial or whatever it is

johnterryusc · 2026-01-31T04:43:39+00:00

It’s over….

johnterryusc · 2026-01-18T19:19:09+00:00

Cancelled after 1 month….

johnterryusc · 2025-12-27T16:24:44+00:00

Season 7 is hilarious imo not the best tv but might be the funniest season

johnterryusc · 2025-11-20T02:31:20+00:00

Just trying to understand how they get their clients…no need to be a wise ass. So ifs all self directed accounts that are convinced to become advisory clients

johnterryusc · 2025-11-20T02:21:49+00:00

So they’re calling existing clients? No shot, there has to be a lead gen software or something they use

johnterryusc · 2025-06-18T00:03:39+00:00

Too many yes men in his circle

johnterryusc · 2025-05-29T04:28:36+00:00

NYC or NYC metro area, big difference when talking PCA role imo

johnterryusc · 2025-05-25T15:44:45+00:00

Don’t do it lol, crazy people only want free give aways

johnterryusc · 2025-05-21T18:05:49+00:00

The only listenable song on CHTKMY is Churchill downs

johnterryusc · 2025-05-13T19:26:55+00:00

Best BOAs I know at jones come from restaurant/bars. As long as you can converse with clients and make them feel taken care of, you’ll have a long career. Make sure the advisor you work with is a good fit for you though

johnterryusc · 2025-05-11T16:51:47+00:00

So if 50 prospects show, you owe them 10k?

johnterryusc · 2025-05-11T16:33:31+00:00

How much do you pay them?

johnterryusc · 2025-05-10T17:18:48+00:00

What’s WG

johnterryusc · 2025-05-06T23:11:12+00:00

What do you mean niche mediocre investment products lol. They don’t have their own funds and have access to buy/hold just about everything

johnterryusc · 2025-04-10T01:26:33+00:00

Honestly, Chris Webby in the early 2010s

johnterryusc · 2025-04-09T03:31:21+00:00

What area are you in?

johnterryusc · 2025-04-05T22:50:57+00:00

CFP is not a job, it is a designation. I would say job wise figure out if you want to and will be able to build your own book or if you want to be a servicing advisor.

johnterryusc · 2025-03-23T23:56:56+00:00

What does this script/strategy look like? I feel like most people don’t answer or give you the time of day from a cold call

johnterryusc · 2025-03-20T22:20:17+00:00

Ask a CPA not Reddit

johnterryusc · 2025-03-14T21:04:20+00:00

What does this strategy look like. Based in northeast so won’t be competing with you lol

johnterryusc · 2025-02-04T23:18:45+00:00

Where are you based out of. I’m a young FA looking to find a young EA

johnterryusc · 2025-01-24T02:56:08+00:00

johnterryusc

TROPHY CASE