Ostroff, Fair and Company
*Ostroff, Fair and Company>>>Financial Services

Does anyone have any broker/dealer comparison data for asset accumulation quotas for Financial Advisors?



Broker/Dealers usuallly require new reps to accumulate a specific amount of Assets, a specific number of a specific type of account, and specific amount of gross commissions...all of this within a period of time (first 6 months of production, first year, etc, etc.).

I know back in 2001 at Morgan Stanley, I had to meet 6 month and 1 year requirements to stay alive. I was just wondering what the broker/dealers were requiring these days as I'm interested in getting back into the game.

Thank you all for your information and help.

Yes, I have tons of them. I do them all the time for clients and other partners.
I am a financial advisor working with a marketing organization that does not require new reps or any rep to accumulate a specific amount of assets, a specific number of any specific accounts or any specific amount of gross commisions ever!!! I have access to well over 30 highly rated insurance and annuity carriers, 100+ Mutual Funds , 30+ variable annuities, top personal commision, generational overrides, base and hierarchy bonuses, no rollbacks ever, non-captive, no territories, ongoing training and mentoring, and am free to use any company outside of the marketing organization without penalty, their focus is on doing what's best for the client and because the company is so large it doesn't feel a need to control it's producers in any way. I have information if you'd like to review it. Also, this evening Monday June 11, 2007 there is a conference call for all reps, agents, producers, etc. interested in developing or getting started in the business. Email me (robertsonassures@gmail.com) if you'd like the number, passcode, and time. I could maybe get you registered to listen in but spots fill up quickly so get back with me asap.
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