Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - new ed jones financial advisor
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

new ed jones financial advisor

 Post Reply Post Reply Page  123>
Author
Message
option_trader83 View Drop Down
Greenhorns
Greenhorns
Avatar

Joined: Oct/21/2020
Status: Offline
Points: 11
Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Topic: new ed jones financial advisor
    Posted: Oct/22/2020 at 9:27am
hi my name is XXXXX. i am a finacial advisor with ed jones. i was hired earlier in the year and have found this online community.

i am working as the legacy advisor and will be getting some assets through a goodnight plan

i am trying hard to convert prospects to clients but no one wants to make any changes during this pandemic.

i am here to come looking for advise and to learn more about being a good financial advisor


Edited by Wet_Blanket - Oct/22/2020 at 9:29am
Back to Top
Wet_Blanket View Drop Down
Admin Group
Admin Group
Avatar
Team America (not iMo)

Joined: Mar/10/2010
Location: New England
Status: Offline
Points: 43644
Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Oct/22/2020 at 9:29am
Welcome!

I've edited out your first name, I wouldn't use it.  Good luck on starting out.  Feel free to use the Rookiegarten if you want or the other subforums as you need.
The true 🤡 was the Biden voter all along.
Back to Top
missionshooter View Drop Down
Senior Member
Senior Member
Avatar

Joined: Feb/12/2014
Status: Offline
Points: 6136
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Oct/22/2020 at 9:55am
We luv new jonesies here.
Back to Top
howyougo View Drop Down
Member
Member


Joined: Apr/30/2012
Status: Offline
Points: 153
Post Options Post Options   Thanks (0) Thanks(0)   Quote howyougo Quote  Post ReplyReply Direct Link To This Post Posted: Oct/22/2020 at 11:15am
Especially poor spellers....but that's mean.
Back to Top
DucatiSportGT View Drop Down
Gold Member
Gold Member
Avatar

Joined: Jul/16/2013
Status: Offline
Points: 18186
Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Oct/22/2020 at 2:51pm
Keeping finding new prospects. It takes time to convert people. Don't expect it to happen as fast as you would like.
Back to Top
option_trader83 View Drop Down
Greenhorns
Greenhorns
Avatar

Joined: Oct/21/2020
Status: Offline
Points: 11
Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/23/2020 at 9:14am
how long does it take usually for prospect to become client. i only have bring in a few so far but i need to twist arms to make them sign paper
Back to Top
Guests View Drop Down
Guest Group
Guest Group
Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Oct/23/2020 at 9:21am
Originally posted by option_trader83 option_trader83 wrote:

how long does it take usually for prospect to become client. i only have bring in a few so far but i need to twist arms to make them sign paper

It varies man.  Depends on you, depends on them, depends on how they came to you.  A cold call prospect is generally going to take longer than a referral, etc.

I think the average cold prospect takes something like 9 touches on average before becoming a client.

Just keep hustling.  I know it sounds cliche, but just talk to as many people as you can everyday.  You will find some "low hanging fruit" (i.e.  people that move NOW), and keep adding the rest to your CRM and keep in touch, and drip on them.  That keeps your pipeline full next year, and the year after, etc.
Back to Top
Delbs View Drop Down
Senior Member
Senior Member
Avatar

Joined: Mar/10/2012
Status: Offline
Points: 1927
Post Options Post Options   Thanks (0) Thanks(0)   Quote Delbs Quote  Post ReplyReply Direct Link To This Post Posted: Oct/23/2020 at 11:55am
Welcome and good luck to you! Just wondering Option_trader if you know you can't actually trade options at EJ?
Back to Top
advisorman View Drop Down
Senior Member
Senior Member
Avatar

Joined: Oct/22/2011
Location: Behind you
Status: Offline
Points: 4246
Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Oct/23/2020 at 2:43pm
I was thinking the same thing...
King of sarcasm and speling
Back to Top
option_trader83 View Drop Down
Greenhorns
Greenhorns
Avatar

Joined: Oct/21/2020
Status: Offline
Points: 11
Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/23/2020 at 3:49pm
yes i know i can not do options for clients at jones

i do the option trading myself i have been buying puts on SPY and calls on TSLA using robinhood not doing too bad i will say

yes i am not getting referrals so it is all people new to me. some people want to move their account right away but most say its not the right time and to call back in six months
Back to Top
option_trader83 View Drop Down
Greenhorns
Greenhorns
Avatar

Joined: Oct/21/2020
Status: Offline
Points: 11
Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/23/2020 at 3:59pm
what is the best way to move to level 1
Back to Top
Delbs View Drop Down
Senior Member
Senior Member
Avatar

Joined: Mar/10/2012
Status: Offline
Points: 1927
Post Options Post Options   Thanks (0) Thanks(0)   Quote Delbs Quote  Post ReplyReply Direct Link To This Post Posted: Oct/24/2020 at 9:04am
Originally posted by option_trader83 option_trader83 wrote:

yes i know i can not do options for clients at jones

i do the option trading myself i have been buying puts on SPY and calls on TSLA using robinhood not doing too bad i will say

yes i am not getting referrals so it is all people new to me. some people want to move their account right away but most say its not the right time and to call back in six months

Does your compliance officer know this??????
Back to Top
Delbs View Drop Down
Senior Member
Senior Member
Avatar

Joined: Mar/10/2012
Status: Offline
Points: 1927
Post Options Post Options   Thanks (0) Thanks(0)   Quote Delbs Quote  Post ReplyReply Direct Link To This Post Posted: Oct/24/2020 at 9:05am
Originally posted by option_trader83 option_trader83 wrote:

what is the best way to move to level 1

Get off Robinhood and prospect 
Back to Top
option_trader83 View Drop Down
Greenhorns
Greenhorns
Avatar

Joined: Oct/21/2020
Status: Offline
Points: 11
Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/26/2020 at 9:34am
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
Back to Top
missionshooter View Drop Down
Senior Member
Senior Member
Avatar

Joined: Feb/12/2014
Status: Offline
Points: 6136
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Oct/26/2020 at 10:36am
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


You MUST disclose ALL outside accounts to Compliance.

I'm not sure, but you could risk termination by not doing so. Why would you take that risk?
Back to Top
Delbs View Drop Down
Senior Member
Senior Member
Avatar

Joined: Mar/10/2012
Status: Offline
Points: 1927
Post Options Post Options   Thanks (0) Thanks(0)   Quote Delbs Quote  Post ReplyReply Direct Link To This Post Posted: Oct/26/2020 at 1:51pm
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

Yes they will! FINRA too
Back to Top
Moraen View Drop Down
Admin Group
Admin Group
Avatar
Resident Sage

Joined: Mar/09/2010
Status: Offline
Points: 30786
Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Oct/26/2020 at 3:19pm
Originally posted by Delbs Delbs wrote:

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

Yes they will! FINRA too

This
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

Fiduciary as Fuck - iMo
Back to Top
B24 View Drop Down
Moderator
Moderator
Avatar

Joined: Mar/09/2010
Status: Online
Points: 25751
Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/26/2020 at 3:38pm
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

Have you disclosed on your Robinhood account that you work in the industry?

You're playing with fire by not disclosing it to Jones. Getting fired over something really silly would be really....stupid.
"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
Back to Top
DucatiSportGT View Drop Down
Gold Member
Gold Member
Avatar

Joined: Jul/16/2013
Status: Offline
Points: 18186
Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Oct/26/2020 at 6:30pm
Originally posted by B24 B24 wrote:

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

Have you disclosed on your Robinhood account that you work in the industry?

You're playing with fire by not disclosing it to Jones. Getting fired over something really silly would be really....stupid.

My guess is that it isn't his account. He is probably setting up robinhood accounts for clients then trading in them. Not only is this a huge violation and will get him fired immediately, but he's also opened up to law suits once he inevitably loses all his "clients" money.
Back to Top
option_trader83 View Drop Down
Greenhorns
Greenhorns
Avatar

Joined: Oct/21/2020
Status: Offline
Points: 11
Post Options Post Options   Thanks (0) Thanks(0)   Quote option_trader83 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/27/2020 at 12:34pm
what r u even taling about you make no sense
Back to Top
 Post Reply Post Reply Page  123>
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.172 seconds.