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Fast Track for Growth

October 13, 2011

You Seem Pretty New at This…
Network Builders for New Advisors
ICI Goes Global
A Big-Shouldered RIA in Chicago Leaves Raymond James for Full Independence
Tweetup: #regreptalks Coffee Break Thursdays

Top Story

You Seem Pretty New at This…

By Stephen Boswell and Kevin Nichols

Las Vegas: “I’ve listened to a few of your webinars on social prospecting,” started Shawn, a new advisor at a recent conference. “The concepts make sense and they are all solid ideas, my problem is that I’ve only been at this for a year and some of my prospects don’t feel I have enough experience. They ask tough questions, I fumble, and they all want to ‘think about it’. I don’t really see a way around this. ”

Shawn is frustrated and not alone as many of his peers face the same major issue. We get questions about this during almost every workshop we conduct for new advisors. They want to know how they can handle prospects that take issue with their lack of experience. Some advisors focus too much on their lack of inexperience or youth – ultimately limiting their activity and success.

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Featured Story

Network Builders for New Advisors

By Stephen Boswell and Kevin Nichols

Minneapolis: "You'd be really proud of me. I've sourced 15 names since our last meeting", Don told us during a coaching session."It's like I'm seeing the world through a whole new lens.I'm uncovering connections in every conversation.”

“The only downside is that you got me in trouble with my wife."He goes on to tell me, "We were out for a date night at a nice restaurant.She was telling me a story about a woman at her office and I guess I was a bit tuned out of the conversation.I caught myself listening to the people at the table next to us; they were talking about something that happened at the hospital that day.I was listening for names!"

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Featured Blogs

ICI Goes Global

By Diana Britton

The Investment Company Institute is taking its mission overseas with the launch of its new trade organization that will focus on regulatory and market issues for global investment funds. ICI Global, as it’s called, will be based in London, and the organization will be lead by Dan Waters, managing director and former FSA senior regulator, and Jamie Broderick, chair of the steering committee and head of J.P. Morgan Asset Management in Europe.

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A Big-Shouldered RIA in Chicago Leaves Raymond James for Full Independence

By Jerry Gleeson

Financial Strategy Network LLC, a Chicago-based practice with $550 million in assets under management, has broken away from Raymond James Financial Services and launched its own full-service registered investment advisor. The four partners in the practice—Jim Weil, Craig Richart, Jeff Toner, and Steve Merdinger—will custody with Pershing Advisor Solutions. FSN caters to clients with net worth of $2 million to $20 million; the average portfolio is $1.5 million, Weil said in an interview with Registered Rep. today.

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On Registeredrep.com

Tweetup: #regreptalks Coffee Break Thursdays

Join Registered Rep. every Thursday at 1:00 EST for an hour long community meet up on twitter at #regreptalks where we talk about current events and issues that matter to you.

Where: On twitter at #regreptalks
When: Thursday at 1:00 EST

To download a calendar reminder and learn more, visit Registeredrep.com/twitter

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