How much time in the office and out?

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Jun 27, 2009 1:11 am

I started at a new broker/dealer as a junior rep about six months ago and I am officially drowning between office work and selling. It seems when I take the time to sit down and make phone calls to set appointments, follow up with prospective clients, and catch up on paperwork, I'm considered to be spending too much time in the office. Yet, it seems when I'm out selling, the back end office work suffers. I figure my ratios must be off. How much time per week do you spend in the office and how much time out selling?

Jun 27, 2009 7:38 am

Who is “considering” you to be spending too much time? In the first couple years, I don’t think there is such a thing. 

Jun 27, 2009 12:05 pm

in the first few years, you need to spend most of your time out of the office meeting with prospects or generating new ones.  People who are “bogged down” early in their career are soon no longer in the business

Jun 27, 2009 11:38 pm

I realize I need to be out the office, but trying to find the happy median between inside and outside the office is my trouble. My senior tells me I need to spend more time outside the office. But, when I do it seems I get the same speech but saying I need to spend more time on the phones.

Jun 28, 2009 7:37 pm

I’m not sure how a new rep can be drowning in office work.   Everytime that you do something during the day that is something other than seeing someone or fighting to see them, you are one step closer to failure.

Jun 29, 2009 11:41 am

Nugirl, if you are that swamped as a new broker you are doing something very right. If calling works for you, stick with and stay in the office. I would suggest handing off some paperwork to an assistant though if you have that available.

Jun 29, 2009 6:41 pm

This is a contact sport, and if phone calls work, make contacts by phone, if face to face works, do it, if you don’t know yet which works best, do both. Whatever you do, don’t let paperwork become a reason not to make contacts. If you do, your pipeline will run dry and then you won’t need to worry about paperwork.