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
Greenbacks:

What would be your own Ideal Practice?  



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

Jun 5, 2006 9:37 pm
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.



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
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.



$$$? engineers are the ultimate middle class worker

Jun 6, 2006 12:21 pm
rightway:

Nasal Spray nearby for "Story Selling"  guidance.


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
xmsbroker:
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.



$$$? engineers are the ultimate middle class worker



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

Jun 6, 2006 1:26 pm
xmsbroker:
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.



$$$? engineers are the ultimate middle class worker



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
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.  



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


Jun 6, 2006 4:59 pm
Philo Kvetch:

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


[/quote]


 

Jun 6, 2006 7:45 pm
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.


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.