by adell50 » Mon Sep 07, 2009 11:31 pm
Is there a preferred high end brokerage to work for?
It isn't that I have anything against firms that primarily serve a lower incoming producing clientèle, however I prefer the high end.
Preference might be considered for reputation, support, training, etc.
This comparison in real estate might be Sotheby's vs Keller Williams
Any help is a big help!
Many thanks!
It isn't that I have anything against firms that primarily serve a lower incoming producing clientèle, however I prefer the high end.
Preference might be considered for reputation, support, training, etc.
This comparison in real estate might be Sotheby's vs Keller Williams
Any help is a big help!
Many thanks!
Posted: Tue Sep 08, 2009 07:30 am Post Subject:
how much target do you do a year?
Posted: Tue Sep 08, 2009 11:44 am Post Subject:
Thanks for the reply. I am not sure I understand your question..
By target, do you mean what do I want to take home or what volume am I shooting for
Obvisioulsy, I would like to do more than less, but I have not specifically identified a monetary goal at this point.
I need to choose a brokerage first :)
Posted: Tue Sep 08, 2009 05:07 pm Post Subject:
adell50,
I take it that you are a new agent or have just recently gotten your license.
What I meant by target was "Target Premium". Most High end brokers require a min amount of production and often don't give basic training (they assume you already know what your doing). They will often offer advance training on different subjects and sales ideas.
That being said it does not always mean that these brokers give better service then others.
Because most broker do about the same thing i recommend that you find one that is willing to take on a new agent and fits well with your personality. It often depends on the relationship manager you get (RM)....if you don't click with the one you are working with ask for another....it is often a very personal relationship as they will help you drive your business.
Good luck and let us know if you need help....
Posted: Tue Sep 08, 2009 06:03 pm Post Subject:
This is very good information! Thanks again for the insight!!
Posted: Sat Jan 02, 2010 04:23 pm Post Subject:
For annuities look at www.dressander.com
For life insurance look at www.carylevinson.com
Both very good to work with.
Posted: Sun Jan 03, 2010 06:13 am Post Subject:
I have never heard of Cary levinson and Associates, but I don't think they have access to enough Carriers to be competitive. At least they are not listed on there website.
I do not know any top agents that work with them so I can not comment.
Posted: Sun Jan 03, 2010 02:19 pm Post Subject:
Cary has all the top carriers and is very easy to work with do what you want it was only a suggestion. Go to Bysis which is Crump now and become a number.
Posted: Tue Jan 05, 2010 12:49 am Post Subject:
dhop1070,
I did not knock your suggestion. You have obviously had a good experience with Cary Levinson and it is always good to know how has had success with what BGA.
My comment was only that Cary Levinson did not list most of the major carriers on their website which led me to believe they don't work with them. Because I have never heard of them or worked with them I can not make any comment beyond what I saw on their website.
Posted: Tue Jan 05, 2010 04:40 am Post Subject:
You might check with Bob Lotter.
Bob is the founder of the Financial Health Research Institute, FHRI. Their mission is to educate people on the subject of finances so that they can make correct decisions for their future, retirement, etc. For more information, go to http://www.fhri.org.
Posted: Mon Jan 18, 2010 03:03 am Post Subject:
Equita Financial Services is a reputable company to work with. Have had huge success working with them. The teachers market is very lucrative!!!!
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