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Dec 18, 2008 7:23 pm
IndyJosh:

Yeah Hank, but what I lack in secretary skills, I make up for with killer BJ’s.

  BJ's for the clients??? That's a great way to retain the book in this market!
Dec 18, 2008 11:05 pm

[quote=IndyJosh]
Yeah Hank, but what I lack in secretary skills, I make up for with killer BJ’s.
[/quote]

I knew they were keeping you around for SOME reason.

Dec 18, 2008 11:22 pm
IndyJosh:

Yeah Hank, but what I lack in secretary skills, I make up for with killer BJ’s.

  Sick.  So let me get this straight.  You're a guy, have an English degree, working in a salaried position for an independent planner serving the 55+ crowd in Washington, after having worked for a BD in California, not wanting to cold call or door knock, willing to do seminars, and you like to suck dick?   It's interesting the fact that should your real information ever leak out of this site somehow, it will be forever linked to the fact that you said you give great head.
Dec 18, 2008 11:46 pm

Yeah, that’s pretty interesting. Yawn

Dec 18, 2008 11:48 pm
snaggletooth:

[quote=IndyJosh] Yeah Hank, but what I lack in secretary skills, I make up for with killer BJ’s.

  Sick.  So let me get this straight.  You're a guy, have an English degree, working in a salaried position for an independent planner serving the 55+ crowd in Washington, after having worked for a BD in California, not wanting to cold call or door knock, willing to do seminars, and you like to suck dick?   It's interesting the fact that should your real information ever leak out of this site somehow, it will be forever linked to the fact that you said you give great head.[/quote]

Since you spelled it out so clearly, I think he'd make a wonderful CFP.
Dec 18, 2008 11:50 pm

[quote=iceco1d]So then Josh, you’re really a…well, um, uh…lets just say, you turn your bar stool upside down before you take a seat?  [/quote]

Either that or he pushes the stool further in.

Dec 18, 2008 11:54 pm

Nah, just messing around, in response to what I thought was Hank messing around with me calling me a secretary.

But I’m increasingly thinking he’s serious, as he’s following me around to every thread just to make secretary jokes…

Dec 18, 2008 11:56 pm
Hank Moody:

[quote=iceco1d]So then Josh, you’re really a…well, um, uh…lets just say, you turn your bar stool upside down before you take a seat?  [/quote]

Either that or he pushes the stool further in.

  Do you think he "self-decorates" the walls in his house by farting?
Dec 18, 2008 11:58 pm
snaggletooth:

[quote=Hank Moody] [quote=iceco1d]So then Josh, you’re really a…well, um, uh…lets just say, you turn your bar stool upside down before you take a seat?  [/quote]

Either that or he pushes the stool further in.

  Do you think he "self-decorates" the walls in his house by farting?[/quote]

He strikes me as more of a felcher than a farter.
Dec 18, 2008 11:58 pm
snaggletooth:

[quote=Hank Moody] [quote=iceco1d]So then Josh, you’re really a…well, um, uh…lets just say, you turn your bar stool upside down before you take a seat?  [/quote]

Either that or he pushes the stool further in.

  Do you think he "self-decorates" the walls in his house by farting?[/quote]

Cool. Well... Thanks for the warm welcome guys!
Dec 19, 2008 12:02 am
IndyJosh:

[quote=snaggletooth][quote=Hank Moody] [quote=iceco1d]So then Josh, you’re really a…well, um, uh…lets just say, you turn your bar stool upside down before you take a seat?  [/quote]

Either that or he pushes the stool further in.

  Do you think he "self-decorates" the walls in his house by farting?[/quote]

Cool. Well... Thanks for the warm welcome guys!
[/quote]   You're welcome!
Dec 19, 2008 12:48 am

In response to your question, you should take the 7 since there is no benefit to holding the 6 beforehand. This is something you will eventually have to acquire even if you don’t sell anything other than packaged products doable with a 6. You don’t want to have to partially ACAT in accounts because you’re not licensed to hold certain items or ask the client to sell them off at their current location before coming over. Just see the 7 like a band aid that is better to get ripped off early. Same with the 66 as opposed to 63 afterward.



Regarding the lack of door knocking and cold calling, this is not an attitude to have. You can do that in addition to whatever is working for you now. Look for ways to do things rather than ways to get out of what you dislike. That said, I don’t see a problem with the back office to production transition over time.

Dec 19, 2008 12:57 am

Thanks Xbanker… especially on the 7 which was something I was definitely on the fence about.

If I was to one day do cold-calling or door knocking, I kind of figured it’d be more for the learning/benefit to me that comes along from it, rather than for the production it’d stimulate. Is that accurate?

Dec 19, 2008 12:59 am
IndyJosh:

If I was to one day do cold-calling or door knocking, I kind of figured it’d be more for the learning/benefit to me that comes along from it, rather than for the production it’d stimulate. Is that accurate?

  Wrong again.  How were you hired?  Do you have any sales experience?
Dec 19, 2008 1:27 am
IndyJosh:

Thanks Xbanker… especially on the 7 which was something I was definitely on the fence about.

If I was to one day do cold-calling or door knocking, I kind of figured it’d be more for the learning/benefit to me that comes along from it, rather than for the production it’d stimulate. Is that accurate?

  Actually I'd say just skip the licenses and slob more cocks, seriously I've seen some BJ queens earn 6 figs easy by just blowing people (more or less) no series 7 or any licenses, just and English degree and sick head skills. Since you're a guy and I assume you've got a dong you know what these geezers want, some of the fatties that blow their way to the top are just a disgrace, good luck, now that you started if you ever stop giving head you'll see a quick decline in employment opportunities and doors will literally slam in your face.  
Dec 19, 2008 2:11 am

OMG I can’t stop laughing…

  That's pure awesomeness, smokescreen.
Dec 19, 2008 2:29 am

I’m not sure what it is you’d expect to learn in absense of gaining production. While some books like Getting to Yes or Stop Telling, Start Selling are “helpful”, the only thing you really need to know is that whatever you do will be more succesful when done more often and less succesful when done less often. You don’t need to be a rocket scientist to get the basic concepts.  Once you have a large enough book you can internally build it rather than prospecting through other means as the majority of your time, although this is definitely not the business to acquire abstract theoretical concepts with no practical application.

  I have to ask what aspect of being in a sales role you actually want to do? You should examine your options (continue toward a compliance, assistance, or operations role) and then decide if you really want to enter a sales role. Nothing wrong with either choice; I've just never seen someone succeed in a sales capacity by constantly trying to find a way to get around the actual position with some other method. Either way get the 7 since it will have utility in whatever securities based role you ultimately pursue.
Dec 19, 2008 5:49 am

Are tea bags also available?

Dec 20, 2008 4:05 pm

[quote=deekay]OMG I can’t stop laughing…

  That's pure awesomeness, smokescreen.[/quote]   Glad to brighten your day!   The sad thing is that it's actually true