Yeeeppppppppeeeeerrrrr. I think a one year road block was rather large..... Try studying for the 7 for 12 months... IT SUCKED/s! Could have joined SB, MS or any other firm during this time, but no... This does not make me special, but I did get all my ducks in line...

More or less there is no trying about it. I am 86.4% the way there.

No one will hand me anything, but a new RR can provide a lot for the INDY. More or less like others have stated it has to be a win-win with a long term vision. Contract needs to be drawn up with everything covered. The trust and integrity of both parties can not be questioned.

Although one may be a new RR they can still bring a lot to the table... As in the difference between a 21 year old college graduate and a 32 year old experienced and proven leader.

Now little support...

What do you view as areas that require the most support?

My question is based around the fact that my associates who joined the big firms did not get much support.. More or less go to business and get on the phone...  The question really is focused on the fact that what makes a killer RR a good mgr or mentor/trainer. If one started at 21 and then made millions by 33, where did they ever get the expereience to coach and train properly?

What any new RR could use is someone to show a basic guideline on how to bring in the assets? Maybeeeee the big firms initial classes go over this, but I will never know.

So if senior partner were to say when you talk to people LISTEN!!!!!!!

Then when you have a clue... Hit a few key points... Maybeee the potential lack of retirement income, college savings for kids or asset allocation, insurance, mortgage savings, taxation (limited) or business planning.... What ever works for different parties..

Give some general advice, but offer to meet up in office... First meeting LISTEN - LISTEN - LISTEN and then read back what potential client stated...  Ask some questions...  Inform that you have some ideas, but would like a day or two to think over... Leave  a bit of suspense..

Then set up second meeting and go from there... Suggest and feel out the client..  Build trust.. Now if this is a direct referral since the new RR with 6 mths experience is a freaking GENIUS then wonderful...

Meeting 3.. assets are transfered and you complete the day with 6 more meetings with different clients. Have a Martini at 5PM (business write off and networking) attend the 7PM San Diego Town Committee and then go home to get laid with your hot a$$ wife. Ohh yeah and also drive home in the kick a$$ 98 BMW 7 series (since you are really to poor to get a 06, but look good anyways.)

3 years out your making 200k+.. Only 100k more the one is making now, but as an indy you are in control of your time life and business. At the same time you are also covering for the senior partner when he needs to take a week out of the office. Since the senior partner may one day turn over part of a monster portfolio to you.. RR is as loyal as a dog who just got bacon from a street begger.

10 years 2006 rookie RR, now 43, is making well over 1 million dollars a year. Life is good and he now has the 2006 7 series BMW (wants to mix with both the high end and middle class client base).. At that point RR retires, by joining numerous executive boards of Large Cap organizations and a Senatorial canidate... GOD BLESS AMERICA.. No wonder everyone wants to be in this business.

Of course the other option is one year failure who goes back to corporate America for 45 years (no more social security) and then dies! 

SO LIVE OR DIE?   

etirement planning and college savings.. Maybe hit a fear point (lack of retirement planning)..    LISSSSSSTTTENNN

All of this is based on my experiences talking to other RR's and after 12 years of client interaction outside the financial field.