| Topic Name: |
CFP Starting Salary |
| Message Name: |
Merrill 15-20million Goal |
| Date Posted: |
02/23/2006 |
| In Reply To: |
I'm a CPA in California currently thinking about taking the CFP exam. Does anyone know how I might be able to get continuing professional education credit by completing a review course and passing the CFP exam? The Board of Accountancy told me that the review course provider must validate the hours spent on the course.
Thanks |
| Message: |
Hi,
Does anyone know about the 15-20 Million that Merrill requests new FA's? I am currently interviewing with Merrill, Smith Barney, UBS and Bear, but I feel that Merrill is a better fit for me. The problem is that the requested goal 15-20 million must be under management with, most, 24th month.
How realistic is this 15-20 million, to have under management within 18-24th month?
My plan is to target this the old fashion way, cold calling, opening roughly 150 accounts within 2years at most I dont have millionar friends, or a network that I can use this early on my career. My network, which is pretty good, cannot be target my first two years in the busniess. So, my tactic is by cold calling and opening accounts.
Please advise.
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