Interview at Smith Barney

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Aug 7, 2008 5:38 pm

jtx25 - always willing to listen to new ideas and not being a smart. Perhaps you can share with the members your NEW methods? I would suggest that most members would be quite open to your ideas/concepts.

Aug 7, 2008 6:43 pm

Have you ever heard of a Qualified Intermediary or faciliating a 1031 exchange? I got involved in a local charity, they actually had 10 million sitting in a trust department in a local bank, no investment policy statement, no spending policy, etc. etc. That was my recent success…I didn’t “invent” anything or even re-invent the wheel…but I just try and find ways where people have come into money and that other FA’s haven’t considered calling.

Aug 7, 2008 6:45 pm

Another one- I found out who the real estate developers are in your town, they will always do a lot of buying and selling, introduce them to your lawer( if you network with one)…they always have tons of cash sitting in the bank from time to time, great opportunity to do some short term investment and begin a relationship. Now Gentlemen, I can’t give away all of my secrets… =)

Aug 14, 2008 8:44 pm


Yes it is people pitching their business or selling life insurance…or whatever it might be.  The point is that you are networking and meeting new people in your area.  Those business people by the way need an FA.

The point of going to those meetings is not to sell them something right then and there.  Its making new contacts and connections and hoping that down the road, those people will see you’re trustworthy and work with you. 

By the way, the Chamber in my city has hundreds of members that attend events on a regular basis.  Out of all the people that I’ve met only 4 are brokers and the majority are lawyers and business owners. 

What is your idea of thinking outside the box?? doorknocking, going to someones place of business, putting a banner on a plane, running down the street with your company logo painted on your chest?? 

I’m curious to see what has worked for you. 

  That one works well if you rent a stripper for the day, and put your logo on HER chest.  Also, if  you can find the rare stripper that doesn't have a "target" tatoo'd on the small of her back, that's a great place to add your telephone number.  [/quote]   LMAO!