Ideal Practice

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Jun 5, 2006 6:09 pm

What would be your own Ideal Practice?  

Jun 5, 2006 6:38 pm

Only engi-nerds...er I mean engineers. Most people hate em, we love em. They ask good questions and once you can answer them, they are loyal clients.

Plus they have mmmmmmmoney.

Jun 5, 2006 7:05 pm

I enjoy working with the 40-50 year old working clients.  Obviously they have to have inherited or changed jobs after saving up a bunch in their 401k.  Unfortuanately it takes many more of them than the average client.  I also like hearing the words, “I trust you,” so engineers are not my favorites.

Jun 5, 2006 9:33 pm

[quote=Greenbacks]

What would be your own Ideal Practice?  

[/quote]

I already have it. I sell what I want to who I want.

Jun 5, 2006 9:37 pm

[quote=Devoted SA]

Only engi-nerds...er I mean engineers. Most people hate em, we love em. They ask good questions and once you can answer them, they are loyal clients.

Plus they have mmmmmmmoney.

[/quote]

I was an engineer in a past life.  I'll trade doctors for engineers all the day long!

Jun 6, 2006 1:38 am

2200 clients, all in 12 year surrender annuities and whole life. Oh yeah, no account bigger than $75,000. Average age: ancient, cranky and senile. With a son whose a lawyer … for the NASD.

Jun 6, 2006 6:39 am

70% Busy Boomer business owners and executives,  30% Retirees. 

80% fee based, and 20% commissions/mark-up based.

A team of 4 or 5 with a couple assistants.

Nasal Spray nearby for “Story Selling”  guidance.


Jun 6, 2006 11:25 am

[quote=Devoted SA]

Only engi-nerds...er I mean engineers. Most people hate em, we love em. They ask good questions and once you can answer them, they are loyal clients.

Plus they have mmmmmmmoney.

[/quote]

$$$? engineers are the ultimate middle class worker

Jun 6, 2006 12:21 pm

[quote=rightway]Nasal Spray nearby for "Story Selling"  guidance.
[/quote]

Jun 6, 2006 12:39 pm

i want a book full of cats that inherited someone’s estate

Jun 6, 2006 12:43 pm

How about a 70 million dollar book of C share annuities or L share annuites that are now paying trails.  I know a guy that gets $500,000/yr on annuity trails.  Now that is an easy book to run. 

Jun 6, 2006 1:23 pm

[quote=xmsbroker][quote=Devoted SA]

Only engi-nerds...er I mean engineers. Most people hate em, we love em. They ask good questions and once you can answer them, they are loyal clients.

Plus they have mmmmmmmoney.

[/quote]

$$$? engineers are the ultimate middle class worker

Clearly, you've only met mid-level engineers.

[/quote]
Jun 6, 2006 1:26 pm

[quote=xmsbroker][quote=Devoted SA]

Only engi-nerds...er I mean engineers. Most people hate em, we love em. They ask good questions and once you can answer them, they are loyal clients.

Plus they have mmmmmmmoney.

[/quote]

$$$? engineers are the ultimate middle class worker

[/quote]

Oil engineers? Middle class? All of ours (at least for local demographics are upper middle to upper class) have at least $600k under management, most have upwards of $800k in 401k rollover accounts. Not to mention funds in personal accounts.

Is that not a sizeable account? I'm not being snide - but if it isn't then it is for our area. ??? These guys are so tight they squeek.

Jun 6, 2006 1:27 pm

Philo....would take the most anal enginerd over a Dr. or surgeon ANY day of the week.  

Had alot of local Dr.s get caught up the Xealan thing.  

Jun 6, 2006 2:09 pm

My ideal practice would be 50 billion dollars under management and have jennifer anniston cook me eggs every morning while jamie pressly rubs my back.

Jun 6, 2006 3:29 pm

[quote=Devoted SA]

Philo....would take the most anal enginerd over a Dr. or surgeon ANY day of the week.  

Had alot of local Dr.s get caught up the Xealan thing.  

[/quote]

For some reason, docs all think they're deities, unlike engineers who really are!

Jun 6, 2006 4:59 pm

[quote=Philo Kvetch] 

[/quote]

For some reason, docs all think they're deities, unlike engineers who really are!

[/quote]

 

Jun 6, 2006 7:45 pm

[quote=keith121883]My ideal practice would be 50 billion dollars under management and have jennifer anniston cook me eggs every morning while jamie pressly rubs my back. [/quote]

What about Angelina?  You forgot Angelina!!!

Jun 6, 2006 8:41 pm

Nic Murray’s “Ark”":  250 hh that trust and like me x $400k avg X 1%/yr avg revenue.

Jun 7, 2006 1:01 am

Lots and lots of widows and divorcess who took the ex-husband to the woodshed.  If they’re MILFs, even better.