Saturday Roll Call

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Dec 13, 2008 5:07 am

Who is coming in Sat? I have to. not at $100 mil yet…

Dec 13, 2008 8:03 am

where have you been for the last 90 days?

Dec 13, 2008 2:26 pm

I am here yet again, $15million more and I am done..

Dec 13, 2008 4:14 pm

please share saturdday game-plans. calling clients? prospects? paperwork? blogging?

Dec 13, 2008 4:16 pm

I was calling this morning, but now I am do some admin stuff(paperwork for next week, call sheets for next week, updating my power point presentation for my seminars)

Dec 14, 2008 4:17 am

Trying to set up better processes for staff.  Calling clients, putting together hand-holding packets for reviews.  Tax loss harvesting.  

Dec 14, 2008 1:46 pm

[quote=gvf]Trying to set up better processes for staff.  Calling clients, putting together hand-holding packets for reviews.  Tax loss harvesting.  
[/quote]

Hand-holding packets? Tax Loss Harvesting? How Sad.

Dec 14, 2008 6:02 pm

I know, my book isn’t entirely annuities just yet.  What else can you do?