-Set appointments for seasoned and successful outside sales force by calling an internal base of prospective clients.

-Ensure prospects have sufficient assets to meet minimum account size requirements and are prepared to consider appointing a discretionary investment manager.

-Outline the firm’s philosophy and methods to prospective clients.

-Keep knowledge up to date by reviewing general business periodicals, professional journals, and governmental regulations.

-Build skill sets and achieve success to be considered for additional opportunities.