The Magic List: For Financial Services Sales People Who Need Clients Fast
I wrote this over the course of 7 years as I built a financial planning practice that was responsible for 100 million in client assets. I eventually became the manager of of the largest training program in the country, for the most well respected (at the time) global wealth management firm around. I came to believe that the best way for new FAs to find success in the very difficult world of the new financial advisor was to incorporate some sort of cold calling. While it isn't the most effective marketing method, it is, in my opinion, the best weapon a new FA has to find clients fast. If done correctly.