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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.

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Warm Leads at a Premium in a Recession

Posted by Darin Manis on Dec 01, 2008

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One of the most valuable commodities for a financial sales person during recessionary periods are warm leads to contact. The problem with this of course is there are not many warm lead financial sales opportunities in today’s shrinking financial market.

Some Jr. advisors are joining teams so they can help focus on their more senior partners second and third tier clients. Some are trying to focus on banking opportunities where they have a bank customer base to contact clients from.