Your Underpaid Caddy

Published Saturday, October 01, 2005

When it comes to lavishing praise on their sales assistants, reps are generous. They'll often tell you that they couldn't possibly get through the day — and continue to bring in new assets — without the services of an organized, competent and personable professional to deal with clients, execute orders and handle the avalanche of paperwork that goes with the retail investment business. “They save us every day,” says Pat Sullivan, managing partner at Morristown Financial in Morristown, N.J. “They absolutely deserve more recognition.” But there is one form of recognition that many reps stubbornly refuse to provide: ...

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