Book of Business
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Sep 18, 2008 3:22 am
with the recent madness in the market, how are others building and maintaining their business?
Obviously right now the focus is on keeping what you;ve got. Make sure you got on the phone to clients, AHEAD of the arrival of their September staements. In a week or two, when the dust settles (i said when the dust settles, not when things get good again), it switches to getting out in traffic and talking to all the people we dont yet know, who feel their advisos didnt pay enough attention. There wll be a lot of unhappy people out there to talk to.