New and looking for advice |
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Usually you get a second attempt at the 7 but only 1 attempt at the 66. I'm sure there are exceptions
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Yeti
Greenhorns Joined: Apr/26/2017 Location: Arizona Status: Offline Points: 11 |
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Fitness- I really appreciate the candor. Seriously. When I re-read my comments I understand how it comes off. I agree that I'm my own worst enemy. I also guess I assumed more of a structured training program.
DHK- I also appreciate your comments and support. I will get back to books and get back to the grind. I need to trust the process. Thanks guys! |
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Fitness1983
Senior Member Joined: Mar/06/2016 Status: Offline Points: 804 |
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No problem.
Last piece of advice: listen/watch those TC lectures until you have them damn near memorized. Check-mark, highlight! Check-mark highlight!! |
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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Trust the process Brah.
Fill up the glass with that Green drank and take a swig. |
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auburntigers001
Greenhorns Joined: May/09/2017 Status: Offline Points: 33 |
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I'm new with EJ as well. EJ is awarded year after year on their training program. I'm not sure you'll be able to find a better place for newcomers in this industry. Are you going through the FACD program? I think it's awesome that they are giving you a third chance for the 66. I've heard that most people get cut after the second try, some even after the first attempt.
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B24
Moderator Joined: Mar/09/2010 Status: Offline Points: 25749 |
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To both of you: Jones is awarded for their SALES training, not their financial training. There are no firms out there who will train you on any aspect of finance (other than informally). That is what school and certification programs are for. Start with the AAMS (which gives a basic overview of the major aspects of financial planning), and expand from there. But don't get too wrapped up in lacking knowledge. You need to bring in AUM, ASAP. Spend your evenings reading everything you can. But not stupid shit like Money magazine (finance rag writers are journalists, NOT finance experts). Read books on finance from reputable sources.
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"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16
"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18 |
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auburntigers001
Greenhorns Joined: May/09/2017 Status: Offline Points: 33 |
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Thank you. Do you have any good recommendations for books on finance to start out with? Side note: I'm looking forward to Cooks doing work this year under the GOAT! Pats are looking pretty stout this year.
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Yeti
Greenhorns Joined: Apr/26/2017 Location: Arizona Status: Offline Points: 11 |
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Hey All,
Just wanted to send an update... I passed my S66 and I'm moving on with the EJ training. I also turned down a position at Mass Mutual but did meet with an independent planner that offered to hire/mentor me if I ever wanted to leave EJ. I also looking into a couple CFP programs and I plan on starting down that path later this summer. Overall, I'm positive about the outlook. As someone said earlier... I was in my own head too much. Getting the licenses out of the way has been a huge relief and burden lifted off my shoulders. I'm looking forward to completing the rest of the training and finally working with clients. Thanks again for all the support and advice! |
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Congrats. Chill on the CFP for a bit and let's see if you can sell
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
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Yeah you don't have any clients yet, but good luck fighting the battle.
Edited by luvindy - May/24/2017 at 9:57am |
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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fortwaltonfrank
Greenhorns Joined: Dec/08/2017 Status: Offline Points: 12 |
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When you relocated for training with EDJ what was their housing situation? Did they have housing for you or were you required to find your own place? Also if they provided housing what did it cost you?
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MrGreen
Senior Member Joined: Jul/10/2015 Status: Offline Points: 1015 |
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My take on the answers. 1. It's not as awesome as those employed by EJ think it is, it is also not as bad as those not employed by EJ think it is.
2. I think EJ training is good as any for someone starting out. They teach you how to market yourself which is something you've got to learn to do unless you are a junior advisor under the mentorship with a veteran advisor. This does exist, but veteran FAs are very choosey about who they pick and for very good reason, they need to trust the person that they are going to trust their clients to. 3. Yes. You can get an assortment of home office jobs with just the 7 but with the direction the industry is going most firms will likely want you to have the 66 if you are going to be client facing or have a book. You mentioned not wanting to pedal products and take a more holistic approach, well the series 66 is what you are going to need to do this at most financial firms.
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