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Air Force 1 High Client above my Caller ID of Death

Started by bulli678ko, April 25, 2011, 05:55:21 AM

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bulli678ko

a broker, there is an unwritten rule that you don't steal clients from a co-worker for we all work on commission. Our bureau phone system works in such a access that if a desk is unmanned, the call will be transferred to another desk until it is elected up. When I get a call of this nature, I tin drag up the investor’s information and see accurate what has portfolio holds and whom he usually deals with. If the client is long term and has a preference for a particular broker You are not allowed to view links. Register or Login, I simply tell them that I'll have their broker call them right back. The one time I decided to ignore this rule, it ended up occasioning a big scene.
Although we all have stocks to push, there is a degree of flexibility in what we recommend our buyers buy that differentiates each of us. Therefore, what I recommend may be in stark contrast apt what the lad sitting afterward to me might recommend. One day a phone comes cross my desk from a huge client. This consumer is so big, in fact, namely he is the primary bread and butter for 1 of my co-workers. The day the client called was the last day of a weeklong vacation my assistant had taken You are not allowed to view links. Register or Login, so I knew he wouldn't be proficient to call him behind until the next day. By coincidence, I was pushing a stock that had just reached it's 1 month low You are not allowed to view links. Register or Login, yet that I knew was primed to resurge. I was as sure of this stock as anyone I'd ever recommended ahead. Still, I knew I would grab major hell from everyone for production a commission off of different broker's primary client. I decided I couldn't let the opportunity pass the investor at so I simply told him that his broker had taught me to narrate him approximately the stock I was sure of if the client called, and that his broker would be back tomorrow. The client morsel above the stock and made a important buy. I thanked him, filled out a commission page with my co-workers information above it (so that he would be the an to behalf from my work) and forgot about it. I diagramed I might get a good "thank you" above his  if the stock performed as I expected and the client was merry. At the end of the day, I retarded the stock to find it had ascended one amazing three points. I wasn't musing of the bargain to my co-worker's client as I, myself had made several sales of it to my clients and was elated that they were working to profit handsomely from my recommendation.
The next day, I came in to find my co-worker (yeah, that co-worker) standing by my desk. He had discerned his client on my caller ID and proceeded to throw a "class A" fit in front of God and everyone. I simply stood there when he lit into me as whereas I had just devoured his firstborn. Not only did he scream at me, several others connected in, thinking I had sold to his client on my behalf. I didn't say a word. I knew that he, neither they, had discovered that I put the sale under his appoint and that the stock had performed highly well. He said his last and stormed off back to his desk.
Every morning, we get a printout of the previous day's play nigh 9:00 am. That's normally about the time I go down to the snack for a cup of coffee. When I returned, there was my co-worker, standing at my desk and smiling from ear to ear. Not only had he made a nice commission without even creature at work, his client called to thank him while I was getting coffee. I just smiled right back, understanding he had to be feeling about two feet high. I had lobster for lunch that day, and surmise who paid.
I love caller ID.

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