What is the best thing you have going for

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Jun 3, 2007 11:05 pm

you?


As a broker/advisor etc, what is the best thing you have going for you?


Your education?
Your ability to network/schmooze?
Your ability to present investment principles to a client in an appealing way?
Your gift to gab?
Your looks?
Your body?
Your appearance in a suit?
Your track record?
Your credibility with peers/clients?
Your work ethic?
Your desire to succeed?
Your desire to put the clients interest first?
Your firm?
Your support staff?


For me? I'm younger but look older than I am, pretty good at schmoozing, I'm pretty comfortable in front of a group of people and I seem to gain trust from clients fairly quickly, although it takes a face to face as opposed to gaining this trust over the phone. My desire to work hard is there, but the direction is lacking - which is why this board has been so helpful.


That's it for me. I went to a 2 year business school so nothing fancy there. My firm is small and I usually get a "What? Who?" when I say the name. I look okay in a suit and my wife, daughter and mom think I'm good looking but really, what does that mean?


So what do you have going for you?

Jun 3, 2007 11:41 pm

I ask a lot of questions, and listen to the prospect/client' answers. I understand who and what's important to the person sitting across the desk or through the line from me. I can articulate gaps or risks to their current strategy or lack therof, and have enough knowledge of products & services to show them a pathway to their goals. Finally, I'm not afraid to tell them my recommendation is good, and that they should go with it.



Oh yeah, I'm fat, sloppy, and young. My wife, kids(and mom) also love me, and I'm a different color from most of my clients.



None of this matters when you can show someone that they get what they want by working with you.

Jun 4, 2007 12:10 am
707SE:

So what do you have going for you?



I'm well hung.

Jun 4, 2007 12:19 am

There is only one thing that is needed to succeed.  It is the ability to get in front of people on a favorable basis.  If this is your only skill, you could still succeed with knowing anything or being able to sell.  You can make a living on joint work.

Jun 4, 2007 2:04 am
707SE:

So what do you have going for you?





A winning smile, and I like to meet clients at a smoothie bar at a downtown office building.



It's amazing how many deals get done over a 24oz cup of fresh sqeezed Orange Juice or Acai Bowl with extra bananas.

Jun 4, 2007 10:53 am
AllREIT:
707SE:

So what do you have going for you?




A winning smile, and I like to meet clients at a smoothie bar at a downtown office building.

It's amazing how many deals get done over a 24oz cup of fresh sqeezed Orange Juice or Acai Bowl with extra bananas.


LOL!!!  This is exactly why one can benefit from being in their "natural" market.  If I asked most of my clients/prospects here in the Southeast (and not Atlanta) to meet at a smoothie bar downtown...I can't even imagine doing it, let alone the response. 


ALLREIT, sounds like it isn't just the smoothies that are a little fruity.

Jun 4, 2007 1:16 pm
BankFC:
AllREIT:
707SE:

So what do you have going for you?




A winning smile, and I like to meet clients at a smoothie bar at a downtown office building.

It's amazing how many deals get done over a 24oz cup of fresh sqeezed Orange Juice or Acai Bowl with extra bananas.


LOL!!!  This is exactly why one can benefit from being in their "natural" market.  If I asked most of my clients/prospects here in the Southeast (and not Atlanta) to meet at a smoothie bar downtown...I can't even imagine doing it, let alone the response. 


ALLREIT, sounds like it isn't just the smoothies that are a little fruity.



BUWHWHAAHAA!

Jun 4, 2007 1:51 pm
BankFC:
AllREIT:
707SE:

So what do you have going for you?



A winning smile, and I like to meet clients at a smoothie bar at a downtown office building.

It's amazing how many deals get done over a 24oz cup of fresh sqeezed Orange Juice or Acai Bowl with extra bananas.


LOL!!!  This is exactly why one can benefit from being in their
"natural" market.  If I asked most of my clients/prospects here in
the Southeast (and not Atlanta) to meet at a smoothie bar downtown...I
can't even imagine doing it, let alone the response. 


Try it, whats the worst that can happen? Say I've found a great
juice bar downtown, and would like to invite you over for some fresh
juice.


I'd be hard pressed to think of anyone who would turn down a big glass of fresh sqeezed orange juice with ice.


I don't see how meeting for juice would be so different from going to Starbucks or any other coffee/pastry joint.


Here's the funny part. For clients who like that sort of thing, its
a great place to meet. For clients who would never think of it, they
tend to like it, and appreciate you bringing it to their attention.



Jun 4, 2007 6:48 pm

Longevity


Jun 5, 2007 8:26 am
AllREIT:
BankFC:
AllREIT:
707SE:

So what do you have going for you?



A winning smile, and I like to meet clients at a smoothie bar at a downtown office building. It's amazing how many deals get done over a 24oz cup of fresh sqeezed Orange Juice or Acai Bowl with extra bananas.



LOL!!! This is exactly why one can benefit from being in their

"natural" market. If I asked most of my clients/prospects here in

the Southeast (and not Atlanta) to meet at a smoothie bar downtown...I

can't even imagine doing it, let alone the response.



Try it, whats the worst that can happen? Say I've found a great

juice bar downtown, and would like to invite you over for some fresh

juice.



I'd be hard pressed to think of anyone who would turn down a big glass of fresh sqeezed orange juice with ice.



I don't see how meeting for juice would be so different from going to Starbucks or any other coffee/pastry joint.



Here's the funny part. For clients who like that sort of thing, its

a great place to meet. For clients who would never think of it, they

tend to like it, and appreciate you bringing it to their attention.











You live in California or Arizona right?

Jun 5, 2007 10:29 am

I'd be hard pressed to think of anyone who would turn down a big glass of fresh sqeezed orange juice with ice


A diabetic? 

Jun 5, 2007 1:35 pm
bankrep1:




You live in California or Arizona right?





Nope, New England.

Jun 6, 2007 7:08 pm

I think that if I asked my clients to meet me at a juice bar, they would assume I meant a bar that can't serve booze because the dancers take off the G strings.


Not that there's anything anything wrong with going there, but I'm not sure it's where I want to be meeting prospects (although some of those dancers make nice cash, too bad it all goes up their nose).


Jun 6, 2007 9:22 pm

hmmm are you gay?

Jun 6, 2007 9:51 pm
bankrep1:

hmmm are you gay?



This isn't a pickup joint bankrep1.

Jun 6, 2007 10:09 pm
bankrep1:

hmmm are you gay?


What'd you do? Turn on a vibrator first?

Jun 6, 2007 10:37 pm

I was just thinking fruity? Meet me at the juice bar...