If the securities firm is on the upper floors of the building, if you want the janitor to come in, ask where to go. If you go to another securities firm's business office and call you directly, that's your client. I walk around to the doors of other securities firms' buildings. When I see someone, the first thing I do is ask them if they belong to a securities firm.

Some securities firms can make an appointment to open an account online. You can usually see a list of account opening customers at the counter of the securities company, and there should always be a seasoned stockbroker who is good at what he does in the business department of the securities company. Determine the person who can view the appointment record, and then make an appointment to open an account will become his customers. Securities brokers can refer to this approach to convert the online appointment customers of the securities company into their own customers. Going to the bank. In fact, this is the most common bad street. This method involves greeting the bank clerk. Upon entering the bank, stockbrokers have only two modes. One is to act as a lobby manager, help them with their work, and then slowly, they will introduce you to business.

This works slowly but well. It's easy to do this for long periods of time. Sometimes you may be at the bank longer than the following employees. Another is the brokerage firm that directly tells the account manager you refer clients to me and I will give you kickbacks based on their assets and mooncakes and drinks during the holiday season. Of course, this is illegal, but it works quickly. In addition, stockbrokers don't have to stay. Stockbrokers can do business at all bank branches near their business office. There are always several account managers willing to work with you.

Going to neighborhood councils and property companies to talk about cooperation requires support from the business department. In other words, advertise in front of the community, or give away umbrellas, and then hold regular financial forums in discussion with the neighborhood association property companies. Of course, stockbrokers had better have an opinion about the stock market. They should know something about base closings, base openings, convertible bonds, options, warrants, futures, and so on.