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Aug 31, 2010 6:38 pm

This thread is dedicated to HAVING FUN!!!


Cold calling? Sweaty from knocking on doors? A client refused to rollover a 401k because of a sales charge? How about that client who called about the resistance range of BP stock? 


Any time you're having fun, come on over to this ol' thread!!!



Aug 31, 2010 8:15 pm

this is fun i am having fun

Aug 31, 2010 8:18 pm

I'm having fun, an auditor came all the way from Massachusets to see me! Party!!

Aug 31, 2010 8:45 pm

Sitting here alone after your part time assistant has left for the day and trying to get yourself all fired up for fall sales  after a beautiful summer is like putting a match to gasoline. Bet ya wish it could be put to the regulator's payroll.

Sep 2, 2010 7:17 pm

This thread is amazing... I just put my deek in the mashed potatoes...

Sep 2, 2010 7:27 pm

The highlight of my day, so far.... I got an introduction call from a guy that is a "new internal wholesaler for xyz, just called to introduce myself, do you have a few minutes where I can tell you about the ABC fund?". Man, If I had a dime for every call like that, we could REALLY have some fun!

Sep 2, 2010 7:49 pm

Having fun watching the long weekend begin all over America. Ohio State football season opener in three hours, just enough time to stop by the office.

Sep 4, 2010 1:09 pm

Red Bull Flugtag in Philly today - Fun? Now we're talkin' !

Phillies have a chance to to tie up the NL East tonight. Halladay is starting. Watching your favorite baseball team win game after game in one and two run nail biting decisions? Fun!!!!! Well, after the game is over and the win is in the bag.

Watchin' my sons cover themselves in mud while riding ATVs at the Red Neck Yacht Club in Punta Gorda Florida, well, they had to watch dad cover himself in mud trying to unstick his stock Grand Cherokee. Turns out, Jeeps do have their limits! Fun!!!!!!! And, I'm still finding mud on the Jeep.

Oh, and about business? We never let that interfere with the fun. Business is only something we do on weekdays to make money. The weekends are for letting it rip!!!!!

Sep 5, 2010 1:32 am

College football on a Saturday night!  Now that is fun.....

Sep 14, 2010 8:14 pm

no ones buying bonds - int rates are going up

cds pay you 10 bps and local banks are paying 2x to the client

no ones buying equities and you certainly wont open accounts pitching a stock. how much commission will 1000 shares cost? $300?

mutual funds require an appt and those are nearly impossible to obtain

a good fixed income MF only makes sense if its a c share and you’ll go broke selling these in your early years

you essentially cant send an emails worth sending and you can hardly say the word guaranteed - prospects are used to FDIC and if you explain for more than 15 seconds they’ll hang up

its not like boiler room glengary glen ross or wall street

400 calls and no sales. not even an inkling of interest

Sep 14, 2010 8:14 pm


Sep 14, 2010 9:07 pm

GHGR, would you like a "fun" idea that works?

Sep 14, 2010 9:28 pm

Fun - 2k commission from lunch today with request for 2x long term care proposal and 100k perm life proposal. Now, golf. I love this business.

Sep 14, 2010 9:31 pm

A client is giving me 100k, under the door step of all places, ha, that's a first...

Referral from A+ client, mother/father, would like to "test the waters" with 200k, worth multi millions.

Partner's proposal to another client, looks like 7k next week...

Remembered a killer campaign from years ago, like printing money...

We got new neighbors, nice folks.

Going golfing tomorrow and the next day, first is the greatest golf course on EARTH, the next one isn't shabby either.

Living the dream...

Sep 14, 2010 10:01 pm

lets hear it biggie

Sep 14, 2010 10:36 pm

Back to work, hard one.