new ed jones financial advisor |
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Spaceman Spiff
Gold Member Joined: Mar/11/2010 Status: Offline Points: 10546 |
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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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gregsanberg
Senior Member Joined: Jun/19/2013 Location: NC Status: Offline Points: 1351 |
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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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Hacksaw
Platinum Member Joined: Mar/27/2010 Status: Offline Points: 31478 |
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For the sake of a few specific people I can think of, I hope you're wrong.
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Offline Points: 22532 |
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Option trader—You picked a bad name since they don’t allow options at EJ!
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Nathan Explosion
Platinum Member Joined: Mar/08/2011 Status: Offline Points: 35333 |
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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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gregsanberg
Senior Member Joined: Jun/19/2013 Location: NC Status: Offline Points: 1351 |
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Great - thanks!
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