Deal Timing
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
Jeesh, please forgive the numerous typos and grammatical errors in the above post.
forever. keep your pipeline full.
[quote=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
[/quote]
Every deal's different. Keep the pipe full or you'll die.
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