New EDJ Advisor |
Post Reply | Page <1234 7> |
Author | ||||
NajaESG
Rookie Joined: Sep/07/2022 Status: Offline Points: 17 |
Post Options
Thanks(0)
|
|||
I lost my Job due to layoffs at the director level at the startup i was working for, my boss, me and 2 other directors were let go within a month of each other. Was unemployed since February. I was driving Uber since May to make ends meet while interviewing literally everywhere I could. Ultimately, I landed on wealth management and financial advising as a career path that interested me. Also, I wish my weeks were only 60 hours, more like 80-90 hour weeks, and it was literally killing me. |
||||
missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
Post Options
Thanks(1)
|
|||
You are in a good place with our family my friend.
It is easier to get into Harvard than it is EDJ. You will do great here.
|
||||
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.
|
||||
gregsanberg
Senior Member Joined: Jun/19/2013 Location: NC Status: Online Points: 1351 |
Post Options
Thanks(1)
|
|||
Got it. Good deal. This is a great industry after the first 5(ish) years. Stay consistent with marketing and good things will come. |
||||
gregsanberg
Senior Member Joined: Jun/19/2013 Location: NC Status: Online Points: 1351 |
Post Options
Thanks(0)
|
|||
Working 30 hrs sounds like too much! |
||||
Guests
Guest Group |
Post Options
Thanks(0)
|
|||
Make that 700k or more working 15 hours or less every other week and now you get the beauty of this career.
|
||||
advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
Post Options
Thanks(0)
|
|||
SHES BACK!!!!! |
||||
King of sarcasm and speling
|
||||
gregsanberg
Senior Member Joined: Jun/19/2013 Location: NC Status: Online Points: 1351 |
Post Options
Thanks(0)
|
|||
I did this exercise recently and I came up with ~650 working hours is what I have right now across the year since I gave up the "prospect" meetings part of my job. This still includes review meetings with 100 clients. I hope to continually lower the ongoing relationships that I have in the years to come. |
||||
richchick
Senior Member Joined: Mar/11/2010 Status: Offline Points: 2500 |
Post Options
Thanks(0)
|
|||
Hey you :)
|
||||
I Miss Jim
Member Joined: Aug/01/2022 Status: Offline Points: 273 |
Post Options
Thanks(0)
|
|||
|
||||
BullishT
Senior Member Joined: Dec/05/2017 Location: Midwest Status: Offline Points: 2328 |
Post Options
Thanks(1)
|
|||
There are many ways to build a business but I really believe in working a niche. If you came from the startup world, you could absolutely make a niche out of startup employees. Stock compensation pre-IPO is a major financial planning topic for those people. You could look up every pre IPO unicorn in your area and start hitting up the employees
|
||||
BullishT
Senior Member Joined: Dec/05/2017 Location: Midwest Status: Offline Points: 2328 |
Post Options
Thanks(2)
|
|||
And you could use your own story in your value prop. Something like, I was laid off at a startup and had to drive Uber to make ends meet. That made me realize that people working at startups have unique financial planning needs….etc
|
||||
NajaESG
Rookie Joined: Sep/07/2022 Status: Offline Points: 17 |
Post Options
Thanks(0)
|
|||
I love this advice everyone, thank you!
|
||||
newbieRIA
Senior Member Joined: Jul/27/2020 Status: Offline Points: 2936 |
Post Options
Thanks(0)
|
|||
It’s a requirement if you work for edj you must cheer for the brroookkllllyyynnnn nets !
|
||||
NajaESG
Rookie Joined: Sep/07/2022 Status: Offline Points: 17 |
Post Options
Thanks(0)
|
|||
In other news, Passed My SIE and 7, working on my 66 now.
|
||||
SometimesNowhere
Gold Member Joined: Mar/11/2010 Status: Offline Points: 13989 |
Post Options
Thanks(0)
|
|||
RIP your career
|
||||
NajaESG
Rookie Joined: Sep/07/2022 Status: Offline Points: 17 |
Post Options
Thanks(0)
|
|||
*Shrug* Career changer who has to make money some how to pay my mortgage.
|
||||
DucatiSportGT
Gold Member Joined: Jul/16/2013 Status: Offline Points: 18188 |
Post Options
Thanks(0)
|
|||
First. Congrats. Second. What were you doing before? Saw you mentioned your a career changer. Third. I'm shocked they gave you a hundred thousand. Shocked. You have no idea how lucky you are to start out with that much.
|
||||
Self appointed leader of the I like to shit on my own face when I jerk off. .
I hate being right. It's not a badge of honor for me. Most of the time I wish I was wrong. |
||||
spudpotato
Senior Member Joined: Jan/23/2018 Status: Offline Points: 2390 |
Post Options
Thanks(0)
|
|||
No doubt. I made 80k - a 50k cut from my previous salary. Sucked.
|
||||
BullishT
Senior Member Joined: Dec/05/2017 Location: Midwest Status: Offline Points: 2328 |
Post Options
Thanks(0)
|
|||
If you haven’t already you should read “the million dollar financial services practice”
|
||||
CFLRS
Senior Member Joined: Nov/07/2020 Status: Offline Points: 1114 |
Post Options
Thanks(0)
|
|||
This is very good advice. Find your niche!
|
||||
Post Reply | Page <1234 7> |
Tweet |
Forum Jump | Forum Permissions You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum |