How are these usually structured? I thought I would have been given a deck to at least review and prepare? I did at least use my company resources to download everything about the portfolio that I would be selling (so, I at least know some sht about it). But, the guy put a 1 hour meeting on my calendar for tomorrow and nothing else.
What can I expect? I’d be cold-calling/warm-calling (what even is warm calling??) advisers and selling a suite of products that is proprietary to my firm.
any tips? It’s tomorrow.
¯\_(ツ)_/¯ It be like that sometimes.
Study together. Pass together.
Join the world's largest online community of CFA, CAIA and FRM candidates.