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What You Need to Know
It s “dead and buried and Merrill Lynch was the first one to attend the shiva,” says recruiter Danny Sarch.
But others say it will always have a small place in helping advisors build business.
Social media, referrals and more use of advisor teams are more effective than cold calling.
The widely reported recent decision by Merrill Lynch Wealth Management to bar its 3,000 advisor trainees from making cold calls as part of the firm’s new training program is perhaps the surest sign yet that if cold calling isn’t already dead, it’s getting there, according to industry experts interviewed by ThinkAdvisor.
Merrill Lynch to launch new adviser training course, ends cold-calling
In keeping with the times, it appears that the practice of cold-calling is out and using social and business networking platforms like LinkedIn is in.
May 24, 2021
For the past year, Merrill Lynch has steadily hinted at overhauling how it trains new financial advisers, including cutting the retail securities industry’s time-honored tradition of new brokers cold-calling potential clients.
In keeping with the times, it appears that the practice of cold-calling is out at Merrill and using social and business networking platforms like LinkedIn is in. Merrill is announcing its new financial adviser development program today, according to a company spokesperson.
Edward Jones hires fewer advisers in pandemic, takes in more client assets and more revenue as markets rise
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