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Well...Green is appropriate
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AdvSol View Drop Down
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Joined: Apr/14/2011
Location: Kentucky
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Points: 10 		Post Options Post Options   Thanks (0) Thanks(0)   Quote AdvSol Quote  Post ReplyReply Direct Link To This Post Topic: Well...Green is appropriate
    Posted: Apr/14/2011 at 4:19pm
I am certainly looking forward to accessing the rest of the boards to absorb as much information as possible from those who have gone before.
 
As for me:
-1 year licensed (7/66/ins)
-mix of transaction (~40%) and fee based (~45%) with just a bit (~15%) of insurance where appropriate
-Only 11.5 in AUM currently
-"Small Rural Town,KY" office location
 
I really enjoyed the post in the lobby about the secret to getting new clients (Talk to people!!) so I figured I would check out the rest of the boards.
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Wet_Blanket View Drop Down
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Team America (not iMo)

Joined: Mar/10/2010
Location: New England
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 4:21pm
Welcome AdvSol!
 
Correct me if I'm wrong, but isn't $11.5MM after 1 year good?
The true 🤡 was the Biden voter all along.
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AdvSol View Drop Down
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Joined: Apr/14/2011
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Points: 10 		Post Options Post Options   Thanks (0) Thanks(0)   Quote AdvSol Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 4:23pm
Not bad, but I started with about 6M in barnacles from an old office so it's not nearly as impressive as it sounds.
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moneyguy View Drop Down
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Points: 1668 		Post Options Post Options   Thanks (0) Thanks(0)   Quote moneyguy Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 4:43pm
Welcome, love me some barnacles.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 7:39pm
Welcome aboard AdvSol. 
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Wise Old Perv and CTO of AH

Joined: Mar/09/2010
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Points: 25709 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 8:32pm
Welcome Sol. 5 mm after a year aint half bad either
If you eat an entire cake without cutting it, then technically, you only had one piece
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Ron 14 View Drop Down
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Joined: May/12/2010
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Points: 19390 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 8:35pm
Good work AdvSol. Don't sell yourself short.
 
Welcome! Grab a mit!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 9:38pm
AdvSol - Jones?
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Joined: Apr/13/2010
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Points: 375 		Post Options Post Options   Thanks (0) Thanks(0)   Quote 2wheeledbeemer Quote  Post ReplyReply Direct Link To This Post Posted: Apr/14/2011 at 11:01pm
Barnacles, that's funny!  Never heard it put that way.
Molon Labe
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AdvSol View Drop Down
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Joined: Apr/14/2011
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Points: 10 		Post Options Post Options   Thanks (0) Thanks(0)   Quote AdvSol Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 8:43am
iceco1d- Thank you for the warm welcome, nice folks here it seems
 
sportsfreak,Ron 14- I appreciate the compliments, still just feels like soooo far to go it's hard to get too excited
 
Moraen- Yep, those familiar with Jones fee-based platform will recognize the AdvSol moniker. Good program with some good funds but if you want it to behave correctly you have to go Custom Model
 
2wheeledbeemer- I stole that phrase from a vet when I first started. Served to remind me that those clients weren't going anywhere and I needed to focus on new business for long term success.
 
Thanks for the responses, enjoy the banter.
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Team America (not iMo)

Joined: Mar/10/2010
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 9:07am
They allow you to use a custom model?
The true 🤡 was the Biden voter all along.
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AdvSol View Drop Down
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Joined: Apr/14/2011
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Points: 10 		Post Options Post Options   Thanks (0) Thanks(0)   Quote AdvSol Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 9:18am
Yes, you just have to stay within the list of funds available within the program (not Jones "Focus List",  more and varied options) and allocation % based on risk tol and model.
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Team America (not iMo)

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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 9:19am
How many funds do you get to choose from?
 
Can you put any options, managed futures, non-traded REITs, 144A securities (if qualified), or hedge funds in there?
The true 🤡 was the Biden voter all along.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 9:32am
No.  It's funds and ETFs only.  You also can't pick the percentages.  If EDJ says you need 14% in Large Cap Value, you can "customize" which approved LC Value fund to use, but not the percentage. 
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AdvSol View Drop Down
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Joined: Apr/14/2011
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Points: 10 		Post Options Post Options   Thanks (0) Thanks(0)   Quote AdvSol Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 9:33am
Great question Wet. No, not in Advisory, we haven't quite gotten there yet.
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SometimesNowhere View Drop Down
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Points: 13989 		Post Options Post Options   Thanks (0) Thanks(0)   Quote SometimesNowhere Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 9:42am
Never mind Wet, AdSol. He is just trolling for new ways to wreck FA's lives. 
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Team America (not iMo)

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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 10:16am
No, I was just being a dick - I already new the answer.  Now that we can't tease B24 about Non-Traded REITs, we will need a new target.
The true 🤡 was the Biden voter all along.
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Spaceman Spiff View Drop Down
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Points: 10979 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Spaceman Spiff Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 10:24am
What about me?  Of course that would mean I have to figure out what non-traded REITS are before I know you're making fun of me. 
 
AdvSol - welcome.  I love the barnacles comment.  I took over a book of barnacles too.  At some point in the future it will feel good to you to know that a lot of those barnacles are gone because they either fell off or you scraped them off and you're cruising speed is a lot faster because of it. 
 
Glad to have another Jones guy on board. 
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Three Incher

Joined: Dec/23/2010
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Points: 4572 		Post Options Post Options   Thanks (0) Thanks(0)   Quote newregrep Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 10:37am
5MM first year dude that's great man.  I hope to reach that as well.
 
Welcome and join the madness!
Helado for Prez
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Trump Ball-Licker

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Points: 49907 		Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Apr/15/2011 at 10:40am
Originally posted by newregrep newregrep wrote:

5MM first year dude that's great man.  I hope to reach that as well.
 
Welcome and join the madness!
10 X 10, young Skywalker....  10 X 10.
“We are all Antifa” - Hacksaw 9/12/2025
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