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Financial Advisor advice
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You are currently reading a thread in /biz/ - Business & Finance

Thread replies: 7
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Alright /biz/, I started at a pretty big financial advising firm here in Texas about a month ago, and they've consistently been the top producers in the country for the past 3 years. I'm pretty fresh, so all the meetings I have with clients are with either a branch manager, or the senior vice president of our firm. I've brought in two high net worth clients in the past week and I feel like the advisors I'm bringing aren't doing a good enough job closing my clients for me. I'm obviously new as fuck (i.e. don't know enough about the products, rules, laws etc.), but know people well enough to know what to say, and when. What's a good way to tell my higher ups that they're doing a shit job?
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>>1071045
You don't tell them

even in the 1 in a million chance you were right and what they were doing is wong, how do you expect it to go down?
"Don't tell me how to do my job"
"You've been here a few weeks and I was here making millions before you even graduated kindy!"
"My dad raped me"

OP., it's not worth it.
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>>1071051
That's what I figured. Just thought I'd see what the internet thought lol. Kind of sucks though, I could potentially lose out on $10k this week if they don't figure it out...
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Never go over someone's head like that in a corporate environment unless they're doing something illegal.

Even if the higher ups listen to you (unlikely) they'll think of you as a rat from that point on. Your other colleagues will hate you for it, they'll be careful what they say around you and they'll be waiting for you to fuck up.

Don't do it.
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>>1071061
This as well

Maybe try and look for other jobs after a year or so if it continues???
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>>1071166
Well the plan is to learn the in's and outs of everything as soon as possible so I don't have to rely on them to close my business.
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Why dont u close them and leave your coworkers who are blowing it, out of the deal?
Thread replies: 7
Thread images: 1
Thread DB ID: 481986



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