taking my Life/Health test next week I'm looking to be a financial planner. I live in Southern California looking for the right IMO can you give me some names.
My Experience : I ran a real estate sales team for 5 years
my duties recruit train new real estate agents to cold call, present, and close /handle objections.
Also generated 200+ seller and buyer leads online a month for agents using Craigslist, SEO, google/yahoo ppc and banner ads.
2 years ago I got into flipping properties I got that to the point where I do not need to spend to much time at all.
Why Financial Planning
2 months ago I was invited to a meeting at wfg It smelled funny but I thought what the heck I'll give them the $100 just to see what these guys are up to.
Long story short I fell in love with the financial services industry but don't see myself writing business with wfg main reason is the commission splits are not favorable to me.
My Plan
Start with IMO that can give me some training and connect me with an experience producer that is willing to train me, go on appointments with me.
Obviously I will be generating leads and we will go on the appointments together I will be happy to split 50%
Because of my sales and internet marketing experience down the road I would eventually build a team of financial planners under me.
Is there an IMO company that can help someone with my short term and long term goals. I dont mind giving up commission in the beginning but can offer me the higher splits down the road when I am ready to build a team.
I dont want to start at one company and then have to move because I out grown it.
Thanks for your help
My Experience : I ran a real estate sales team for 5 years
my duties recruit train new real estate agents to cold call, present, and close /handle objections.
Also generated 200+ seller and buyer leads online a month for agents using Craigslist, SEO, google/yahoo ppc and banner ads.
2 years ago I got into flipping properties I got that to the point where I do not need to spend to much time at all.
Why Financial Planning
2 months ago I was invited to a meeting at wfg It smelled funny but I thought what the heck I'll give them the $100 just to see what these guys are up to.
Long story short I fell in love with the financial services industry but don't see myself writing business with wfg main reason is the commission splits are not favorable to me.
My Plan
Start with IMO that can give me some training and connect me with an experience producer that is willing to train me, go on appointments with me.
Obviously I will be generating leads and we will go on the appointments together I will be happy to split 50%
Because of my sales and internet marketing experience down the road I would eventually build a team of financial planners under me.
Is there an IMO company that can help someone with my short term and long term goals. I dont mind giving up commission in the beginning but can offer me the higher splits down the road when I am ready to build a team.
I dont want to start at one company and then have to move because I out grown it.
Thanks for your help