Reply To: Being a financial advisor

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#747008
Aishes Chayil
Participant

Expectations according to the company I worked for are as follows;

Out of every 10 appointments booked, 6 will turn into meetings, 4 will produce fact finds, and only 2 will go to business.

If you can nail 2 out of 10, your on the right track.

Its possible that other companies have different standards though.