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Returning to Industry

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Advisor_17 View Drop Down
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    Posted: Aug/10/2017 at 12:54am
I'm looking to get back into the industry after leaving over 6 years ago. My first time around I was not very successful in acquiring clients and AUMs; however, after working in a different industry, I miss the fast-paced environment of sales. 

I would go back to my old broker dealer, but I'm looking into starting my own small firm-- any advice as to how I can get back into the game? I'm looking to get up and running by January of 2018. 



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Omar View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Omar Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 5:45am
You're going to fail again comments in 3,2,1.........
The game is out there. Either play or get played.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote PEACH_cm Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 8:39am
What makes you feel you will be successful this time around (specifically on your own)?
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llcoolj View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote llcoolj Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 9:41am
The industry has changed quite a bit over the past 6 years. I would recommend getting your licenses again with a firm that will walk you though the new landscape. After a year or so, if you feel this is still for you, then go indy and never look back.
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nest View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote nest Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 11:36am
I think you better come to terms with how you're going to prospect differently in terms of both quality and quantity. It's still just an acquisition game. Join a firm or get your 65 and start your own. Either way you're going to be prospecting for 5 years.

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Chief View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Chief Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 11:39am
Originally posted by llcoolj llcoolj wrote:

The industry has changed quite a bit over the past 6 years. I would recommend getting your licenses again with a firm that will walk you though the new landscape. After a year or so, if you feel this is still for you, then go indy and never look back.

This industry hasn't changed in the last 15 years... It is still about gathering clients and AUM....the rest is just fluff
"You like winning don't you?" "Saves you from having to say the word please."

Good point Chief. Iceco1d 10/30/12
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nest View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote nest Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 11:46am
Where have you been working out of curiosity?
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llcoolj View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote llcoolj Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 11:46am
Originally posted by Chief Chief wrote:

Originally posted by llcoolj llcoolj wrote:

The industry has changed quite a bit over the past 6 years. I would recommend getting your licenses again with a firm that will walk you though the new landscape. After a year or so, if you feel this is still for you, then go indy and never look back.

This industry hasn't changed in the last 15 years... It is still about gathering clients and AUM....the rest is just fluff

I wouldn't want to start over now, compared to 6 years ago. I can't take a crap without justifying where it came from and why i am doing it. Maybe your world hasn't change, mine sure has.
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Omar View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Omar Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 12:19pm
Originally posted by Chief Chief wrote:

Originally posted by llcoolj llcoolj wrote:

The industry has changed quite a bit over the past 6 years. I would recommend getting your licenses again with a firm that will walk you though the new landscape. After a year or so, if you feel this is still for you, then go indy and never look back.

This industry hasn't changed in the last 15 years... It is still about gathering clients and AUM....the rest is just fluff

100% agree with this.  
The game is out there. Either play or get played.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote apac707 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 7:35pm
yea...no more a shares or c shares in IRA for me at merrill
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Aug/10/2017 at 7:39pm
Originally posted by apac707 apac707 wrote:

yea...no more a shares or c shares in IRA for me at merrill

Because they won't allow it?
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Post Options Post Options   Thanks (0) Thanks(0)   Quote SometimesNowhere Quote  Post ReplyReply Direct Link To This Post Posted: Aug/12/2017 at 11:53am
Now the industry is recycling quitters...great.
I sort of give a fuck.
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