Deal Timing

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Aug 8, 2007 7:50 pm

Can some of you guys share your experiences with the turnaround of deals from initial meeting to close to trading?  Mine turnarounds tend to vary substantially and I think this might be an indication of a more deeply seeded problem with the way I conduct my business.


I am looking at two different prospect types:


The money-in-motion candidate (rollover, cash to invest, etc)


and


the already got a mediocre advisor being ACAT'd

Aug 8, 2007 7:51 pm

Jeesh, please forgive the numerous typos and grammatical errors in the above post.

Aug 8, 2007 9:43 pm

forever. keep your pipeline full.

Aug 9, 2007 1:33 pm
drewski803:

Can some of you guys share your experiences with the turnaround of deals from initial meeting to close to trading?  Mine turnarounds tend to vary substantially and I think this might be an indication of a more deeply seeded problem with the way I conduct my business.


I am looking at two different prospect types:


The money-in-motion candidate (rollover, cash to invest, etc)


and


the already got a mediocre advisor being ACAT'd



Every deal's different.  Keep the pipe full or you'll die.