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new ed jones financial advisor

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gregsanberg View Drop Down
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    Posted: Nov/17/2020 at 4:43am
Great - thanks!
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Nathan Explosion View Drop Down
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Originally posted by gregsanberg gregsanberg wrote:

I think some of this has been posted before, but what AUM/Revenue level is a level 10? Do the levels grow incrementally by a certain AUM/Revenue figure?

Level 10 is million + in production.   I would say avg aum for lev 10 is 150 mill or above. 


Edited by Nathan Explosion - Nov/17/2020 at 12:35am
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Option trader—You picked a bad name since they don’t allow options at EJ! LOLLOLLOL
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 2:36pm
Originally posted by luvindy luvindy wrote:

Originally posted by Conrad Dobler Conrad Dobler wrote:

Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?

Have you considered ESL classes?

I was going to say remedial English. Unfortunately for the OP the way people conduct themselves here is some reflection of the way they conduct themselves in real life.



For the sake of a few specific people I can think of, I hope you're wrong.
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gregsanberg View Drop Down
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I think some of this has been posted before, but what AUM/Revenue level is a level 10? Do the levels grow incrementally by a certain AUM/Revenue figure?
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Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?
Here...let me make it easy for you...

Talk to lots of people. 

This is really a simple process.  You should have some prospects in your system. Call them.  You should have a LinkedIn profile.  Use it to find people in your area to talk to and talk to them.  Zoom, phone, lunch - doesn’t matter.  Just figure out how to say something, pretty much anything to them.  

Tell them you work with money and want to work with theirs.  See what happens.  Do this 125 times a week until you reach level 10. 

And forget this forum exists until Level 3.  Then you can come back and get some good info.  

Oh, and you can ask all the vets for assets if you want, but you get paid basically nothing on them and they’ll just create more headaches for you that you don’t need.  For now, just build it yourself.  

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Edit: Replied to end of first page w/o seeing the second page. Nothing to see here.

Edited by CFLRS - Nov/13/2020 at 1:37pm
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Originally posted by missionshooter missionshooter wrote:

Originally posted by newbieRIA newbieRIA wrote:

I don’t think that’s true.  I have met people from various forums I have belonged to and they where always shocked at my intelligence cause I come off crazy sometimes online and can’t spell.


yeah in real life ricky is a fine young lad. But online he wants to rape your wife and kids lolol

Clap
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Originally posted by newbieRIA newbieRIA wrote:

I don’t think that’s true.  I have met people from various forums I have belonged to and they where always shocked at my intelligence cause I come off crazy sometimes online and can’t spell.


yeah in real life ricky is a fine young lad. But online he wants to rape your wife and kids lolol
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I don’t think that’s true.  I have met people from various forums I have belonged to and they where always shocked at my intelligence cause I come off crazy sometimes online and can’t spell.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Conrad Dobler Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 12:51pm
Originally posted by luvindy luvindy wrote:

Originally posted by Conrad Dobler Conrad Dobler wrote:

Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?

Have you considered ESL classes?

I was going to say remedial English. Unfortunately for the OP the way people conduct themselves here is some reflection of the way they conduct themselves in real life.



Sad, but true.
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luvindy View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 12:00pm
Originally posted by Conrad Dobler Conrad Dobler wrote:

Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?

Have you considered ESL classes?

I was going to say remedial English. Unfortunately for the OP the way people conduct themselves here is some reflection of the way they conduct themselves in real life.


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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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 11:11am
Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?

So you think you can be successful but just taking the crappy clients other people don't want?  Do what should have been doing all along - go find clients of your own.
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option_trader83 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 10:29am
i speak english fine i am on mobile and i dont care to write essays for your statisfaction
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Nathan Explosion View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Nathan Explosion Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 10:08am
Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?

What the hell.......thats not how this works broseph......gain trust.  Show them you have half a clue and they will want to consolidate what they have with you.  Whoever is giving you advice in you region is an idiot.


Edited by Nathan Explosion - Nov/13/2020 at 10:08am
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Conrad Dobler Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 10:01am
Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?

Have you considered ESL classes?
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option_trader83 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 9:47am
im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?
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Post Options Post Options   Thanks (0) Thanks(0)   Quote spudpotato Quote  Post ReplyReply Direct Link To This Post Posted: Nov/01/2020 at 11:11am
Originally posted by option_trader83 option_trader83 wrote:

i do not knowwho the compliance offer is and they wont care its only a 5000 dollar account its small

i am not allowed to go door knocking anymore and i have the use social media do you have other ideas

This guy feels fake. 
ClapClap

Either that or they are hiring clueless people.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Nathan Explosion Quote  Post ReplyReply Direct Link To This Post Posted: Oct/31/2020 at 9:58am
Originally posted by missionshooter missionshooter wrote:

My friend from EDJ just told me they decided to cancel facd program . Basically it was the training FAs program right out of college like this kid with no work ethic, job experience, connections, etc.

They are probably tired of paying these lazy ass kids a salary to have them mope around and decrease profits for partners.


Yes they did...The old PASS program was actually very well structured.  The new FACD evolved into a weak and shitty program.  The back office forced mediocre talent into the regions and they were entitled turds.  Good riddance.......now if we can have a real apprentice program that will be good....

as to this newbie......ive got nothing.  How to get to Level 1....gather assets....lots of them.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Oct/29/2020 at 2:48pm
My friend from EDJ just told me they decided to cancel facd program . Basically it was the training FAs program right out of college like this kid with no work ethic, job experience, connections, etc.

They are probably tired of paying these lazy ass kids a salary to have them mope around and decrease profits for partners.

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