Walk me through a day in the life of a new FA
Alright, I previously posted that I am brand new to the industry, just out of college. I just got the green light to be hired from a small company called Independent Capital Management (http://www.icmfinancial.com/) as a financial specialist. I’m going to be doing primary training and then I’m assuming I’ll actually get “started.” What exactly does this mean? I’m not exactly sure what a new financial advisor can do? I’ve read some posts where people were simply cold calling people all day… I’ve been told that I will have the chance to get referrals through seminars, going to local chamber of commerce, trade shows, etc but how much time could that possibly take? What potential things could I be doing? I’m just trying to work this out…
Posted by gethardgetraw
7:30 AM - Arrive. Read emails,
msgs, check inventories, headlines. Coffee, music
8:00 AM - Pick up phone, start dialing cold
calls
8:50 AM - Coffee, EAT, music, check
market.
9:00 AM - Pick up phone, start dialing cold calls
9:50 AM - Coffee, music
10:00 AM - Pick up phone, start dialing cold calls
10:50 AM - Coffee, music
11:00 AM - Pick up phone, start dialing cold
calls
11:50 AM - Coffee, EAT, music, check market
12:00 PM - Pick up phone, start dialing cold calls
12:50 PM - Coffee, music
1:00 PM - Pick up phone, start dialing cold
calls
1:50 PM - Coffee, music
2:00 PM - Pick up phone, start dialing cold calls
2:50 PM - Coffee, EAT, music
3:00 PM - Pick up phone, start dialing cold calls
3:50 PM - Coffee, music, check market
4:00 PM - Pick up phone, start dialing cold
calls
4:50 PM - Coffee, music
5:00 PM - Pick up phone, start dialing cold calls
5:50 PM - EAT, music
6:00 PM - Pick up phone, start dialing cold calls
6:50 PM - Music
7:00 PM - Pick up phone, start dialing cold calls
7:50 PM - Check tomorrow's schedule
8:00 PM – Leave
Welcome to the business
thats great, spot on
Hahaha, that's so true. If I did that, I wouldn't have failed out. Sad, but true.
The best thing you can do right now is getting that massive list together, and, if possible, start scrubbing it against the DNC list.
Source URL:https://www.wealthmanagement.com/forums/rookies-trainees/walk-me-through-day-life-new-fa