Re: New to the Financial Field Need Immediate Information -- Insurance Forum

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Date Posted: Tue, July 09 2002, 23:51:30
Author: Brent D. Gardner, ChFC
Subject:

Re: New to the Financial Field Need Immediate Information
In reply to: CarrLynn 's message, "New to the Financial Field Need Immediate Information" on Tue, July 09 2002, 15:19:13

>I am trying to find out how one starting out as a
>Financial Representative would generate business for
>themselves. What would be the steps involved? How
>would they go about establishing a client list, having
>never been in the financial industry before?
>I have an interview tomorrow afternoon and need info
>ASAP.
>Thank you!

Start with people you know - Friends and family. Show them what you do, and ask for referrals to people they know that you don't.

This is the old fashioned way, but its still the best way, IMO, and it works.

If you have any specific questions, please ask. Good luck!

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