I am transitioning from a commercial banking job to a debt and equity broker for a large firm. I curious what folks recommend for working their own database of existing clients. I believe my new company uses Salesforce which Ive heard is fine. But this leads me to the question of how do I protect my own client list from being poached? I assume if I ever were to leave it would be open for someone to to dial up my clients etc. I guess Im looking for some guidance on any suggestions on how to at least make my best attempt to protect my own book of business. I currently have everything in an excel and access database.
Trending Content - Real Estate Forum
| +36 | Nadeem OUT At Blackstone - What Now? | 21 | 9h |
| +29 | Is there a market for this type of product? | 4 | 5d |
| +23 | Anyone Actually Outsourcing Underwriting / Asset Management? | 4 | 2d |
| +20 | SWF/Pension Funds in RE | 3 | 2d |
| +12 | CRE Credit → Capital Markets | 2 | 21h |
| +7 | REPE AM Modelling Test / Case Studies? | 2 | 2d |
| +6 | PRE MBA IB back to IB | 0 | 4h |
| +6 | How Much Do You Budget Annually for Pool Maintenance? | 1 | 2d |
| +6 | JD/LLM career path to REPE advice | 1 | 2d |
| +3 | REPE/Family Office Recruiters SFL | 1 | 6h |
Career Resources
Modi aliquam animi vero voluptates non et aut. Molestias id quasi at vero facilis amet.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...