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glazen 
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Joined: May/05/2023 Status: Offline Points: 15 |
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 Topic: IntroducitonPosted: Jun/17/2023 at 2:02pm |
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I'm with a national firm in GA. I have a Series 65 license. I have been an Advisor since 2017. I look forward to participating.
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Iamlegend
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Joined: Mar/09/2010 Status: Offline Points: 23770 |
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Posted: Jun/17/2023 at 5:23pm |
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Welcome to the jungle.
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advisorman
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Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4305 |
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Posted: Jun/17/2023 at 8:10pm |
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AUM? Time in the 40 yard dash? Do you like Chick-fil-A?
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King of sarcasm and speling
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Nathan Explosion
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Posted: Jun/17/2023 at 8:14pm |
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Boxers or briefs?
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glazen
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Posted: Jun/19/2023 at 5:51pm |
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Currently 10M AUM, CFA is good, 40 time is not.
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gregsanberg
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Posted: Jun/19/2023 at 5:55pm |
Are you trying to build your own book or what is your role at your firm? How did you get the first $10M? |
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glazen
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Posted: Jun/19/2023 at 6:50pm |
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I am building my own book focused on advisory. Built mostly through referrals and company seminars.
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gregsanberg
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Posted: Jun/19/2023 at 7:02pm |
Great. When did you start producing and how can we help? |
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glazen
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Posted: Jun/19/2023 at 7:05pm |
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I started in 2017. I started in this business after an early career in Aerospace. I am always looking for ways to prospect. I really want to build a good book of business.
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CFLRS
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Posted: Jun/19/2023 at 7:05pm |
If it is your own book, but they are company seminars...how does that work?
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glazen
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Posted: Jun/19/2023 at 7:08pm |
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I do seminars for employees of small to medium size businesses. I pick up referrals and clients that way. Sorry for the confusion.
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CFLRS
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Posted: Jun/19/2023 at 7:24pm |
Any way for you to leverage your aerospace experience? I have just one client from a large aerospace manufacturer relatively local to me. Always thought it could be a good niche, if I had the ambition to pursue it.
Idk where you're located, but there's quite a few in GA. |
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glazen
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Posted: Jun/19/2023 at 7:34pm |
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It is a very good niche. I have some clients currently from the industry. To your point, I should take a fresh look and re-attack. Thanks!
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Nathan Explosion
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Posted: Jun/19/2023 at 7:43pm |
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I have a lot of Boeing engineer types. It’s a very interesting group.
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glazen
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Posted: Jun/19/2023 at 7:45pm |
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I know. I have an engineering degree.
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gregsanberg
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Posted: Jun/19/2023 at 8:08pm |
Do you service another advisors clients at all? How much runway do you have or are you already only paid on your book? Averaging $2M/yr over 5 years is a start, but you need to really find a consistent marketing activity. Don’t rely on referrals at your size as there is no way $10M will provide a sizable consistent increase. |
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glazen
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Posted: Jun/19/2023 at 8:13pm |
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I do not service other advisors clients. I agree with you and am looking to really get focused and grow.
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luvindy
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Posted: Jun/19/2023 at 10:10pm |
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Introduciton
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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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glazen
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Posted: Jun/19/2023 at 10:13pm |
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Thanks luvindy
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missionshooter
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Posted: Jun/19/2023 at 11:47pm |
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Welcome glazed honey biscuit
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Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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glazen wrote: