New Advisor Strategies

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Mar 25, 2009 11:23 am

Just out of curiosity, as a new advisor I understand the concept that you are more of an asset gatherer the first five years rather than an advisor (so to speak).  However, I would think once clients are in front of you, you still need to have a plan or at least something intelligent to say.

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So…what strategies/products have you seen new advisors successfully implement/sell?  I have read these boards and I’ve seen where some of you look like you implement pretty complicated stuff.  I guess ultimately my question is, how complicated or “cookie cutter” should new advisors be?

Mar 25, 2009 11:47 am

The more complex you want to get when you’re new, the more opportunity you have to look for other work.

  If you run across something while doing the simple stuff, then bring in a specialist from  your office.   DON'T BE AN ELEPHANT HUNTER!
Mar 25, 2009 2:30 pm

It really depends on who is staring across the desk at you.  If it is a middle class retired couple, try out Corporate Bond U.I.T.'s or Municipal .U.I.T.'s.