Are you meeting with clients are or you selling to prospects?  There is a world of difference.  Regardless, selling is secondary to finding prospects.

I do it all. As the assistant I prospect for new clients, work with our current book of business, set up the appointments, review their portfolios and sell.

Great!  Just make sure that if you want to be an advisor that you are doing the things that will give you the proper skillset.

Thanks Anonymous!!! I think I’m on the right track so far. But if I have any doubts, I won’t hesitate to ask for your opinion