What It Takes for a Rookie Advisor to Survive, Part 2 | ThinkAdvisor by Bill Good


Author’s Note: Surviving this business is tough. In this series, I bring you the skills I believe you must have and use to make it your first three years.

In Part 1, I covered hard work, new accounts and appointment setting. Now I turn to proposal writing and education. Next time, in Part 3, I will cover proposal presentation and closing.

If you missed the first “What it Takes,” I have put a link here:www.billgood.com/coldcalling. And yes, you have to cold call. Networking ultimately will produce bigger accounts, but by the time it kicks in, you’ll be pursuing other career opportunities.


Back to listing