Introduction

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   Hey Everyone,
I came across this forum today and ended up reading for a while.  I read some good things and decided I'd register.  I've been in the industry for 10 years now and an advisor for 8.  I work for Ameriprise and recently moved locations to purchase a practice.  For designations I have my CFP, CRPC, APMA, and CLTC.  My main challenge is building my network in a city where I knew very few people.  The practice I took over has an average age that is frighteningly old and I need to change that as outflows are high!

I look forward to contributing where I can and hopefully learning a lot along the way. 

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Twistedwrister Members Profile Send Private Message Find Members Posts Add to Buddy List Rookie Joined: Apr/28/2021 Location: Midwest Status: Offline Points: 3	Post Options Post Reply Quote Twistedwrister Report Post Thanks(0) Quote Reply Topic: Introduction Posted: Apr/28/2021 at 5:19pm
	Hey Everyone, I came across this forum today and ended up reading for a while. I read some good things and decided I'd register. I've been in the industry for 10 years now and an advisor for 8. I work for Ameriprise and recently moved locations to purchase a practice. For designations I have my CFP, CRPC, APMA, and CLTC. My main challenge is building my network in a city where I knew very few people. The practice I took over has an average age that is frighteningly old and I need to change that as outflows are high! I look forward to contributing where I can and hopefully learning a lot along the way.

missionshooter Members Profile Send Private Message Find Members Posts Add to Buddy List Senior Member Joined: Feb/12/2014 Status: Offline Points: 6334	Post Options Post Reply Quote missionshooter Report Post Thanks(0) Quote Reply Posted: Apr/28/2021 at 5:50pm
	Welcome! Tell us about the practice you took over.. AUM ? Households? GDC? What are you doing to bring in new business?

Twistedwrister Members Profile Send Private Message Find Members Posts Add to Buddy List Rookie Joined: Apr/28/2021 Location: Midwest Status: Offline Points: 3	Post Options Post Reply Quote Twistedwrister Report Post Thanks(0) Quote Reply Posted: Apr/28/2021 at 6:21pm
	The practice I took over has been a transition over time. I first moved 5 years ago and have really farmed the existing clients outside accounts and worked referrals to grow over that period of time. I also focus a lot on generational wealth planning strategies which has helped to meet the children and establish relationships with them. I started here with about $50M AUM that I've grown to about $80M with 265 total client groups and am on pace to produce about $650k GDC this year. I feel like I've about exhausted bringing in new assets by farming and I need to find better ways to meet more new people. I feel that's my weakness. I do a few client appreciation events throughout the year depending on the season (and COVID recently) as well.

luvindy Members Profile Send Private Message Find Members Posts Add to Buddy List Moderator Joined: May/17/2010 Status: Offline Points: 28221	Post Options Post Reply Quote luvindy Report Post Thanks(0) Quote Reply Posted: Apr/29/2021 at 8:03am
	Hi new guy. Keep reading and posting. It looks like you can fit in well here. In before SometimesNowhere
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