A day in the life at ej

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May 2, 2008 11:18 am

I was wondering if those of you with EJ could give me a rundown of the typical day. I know that no two days are alike. I'm more interested in how the typical structure flows. I'd welcome the scenario from a newbie and a veteran. Also, before an FA gets their office, where do they work? Home? Local FA's branch? Thanks.

May 2, 2008 2:03 pm

Call prospects.  Call clients.  Check e-mail.  Check the market.  Work on upcoming appointments.  Conduct appointments.  Prospecting activity (networking, cold call, doorknock, whatever).  Sorry Dixie, this is sort of a generic response to a very generic question.

 
Before getting office, FA works from home or local office.  Conduct appointments at clients homes/businesses or local office.
May 2, 2008 4:28 pm

Thanks Broker. Good to know the local office is an option to hold client presentations.

May 2, 2008 7:58 pm

Well, it's only an option if the local office has a space and offers to let you use it. You might want to check that out first.

May 3, 2008 10:39 am
dixiepucks:

Thanks Broker. Good to know the local office is an option to hold client presentations.

 
I am not a fan of letting a newbie use my office. First because in most cases I am in my office using it myself and secondly I don't want this newbie telling people it's their office when in fact it is mine. But setting all of those topics aside.. if the RIGHT newbie wanted to use my office he/she could use it in the evenings or on weekends.. But I am very protective of my personal space and view my office as my "think spot" so when someone else wants to come in and move my post-it notes around and possible other items it drives me crazy just thinking about that.
 
So as the other Rep said.. it really depends on the FA and whether they want you in their space. You would have to be trustworthy, dedicated and driven FA in order for me to hand you keys to my office.
 
Miss J
May 3, 2008 11:42 am

I have let new FA's use my office and I have helped new FA's "close" people by doing a joint appoinment with them.  I did NOT split the commission.

May 3, 2008 5:19 pm
MISS JONES:
dixiepucks:

Thanks Broker. Good to know the local office is an option to hold client presentations.



I am not a fan of letting a newbie use my office. First because in most cases I am in my office using it myself and secondly I don't want this newbie telling people it's their office when in fact it is mine. But setting all of those topics aside.. if the RIGHT newbie wanted to use my office he/she could use it in the evenings or on weekends.. But I am very protective of my personal space and view my office as my "think spot" so when someone else wants to come in and move my post-it notes around and possible other items it drives me crazy just thinking about that.



So as the other Rep said.. it really depends on the FA and whether they want you in their space. You would have to be trustworthy, dedicated and driven FA in order for me to hand you keys to my office.



Miss J





I should have clarified. I am referring to my conference room.