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The Dude 
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Joined: Aug/02/2022 Status: Offline Points: 28 |
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 Topic: Greetings & SalutationsPosted: Aug/03/2022 at 8:03pm |
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Looking forward to this forum. 20+ year vet for a major. 1M+ in t-12. Entertaining the idea of going indy as well and doing a good deal of due diligence this year.
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freebird
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Joined: Sep/17/2021 Location: deep south Status: Offline Points: 10275 |
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Posted: Aug/03/2022 at 8:17pm |
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Welcome. You’ll find a lot of jonesers here
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The Dude
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Joined: Aug/02/2022 Status: Offline Points: 28 |
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Posted: Aug/03/2022 at 8:19pm |
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Yikes. Not what I was expecting, but I can deal.
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freebird
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Joined: Sep/17/2021 Location: deep south Status: Offline Points: 10275 |
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Posted: Aug/03/2022 at 8:34pm |
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Why you looking? Who are you looking at?
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Iamlegend
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Joined: Mar/09/2010 Status: Offline Points: 22171 |
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Posted: Aug/03/2022 at 8:52pm |
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Actually there are more independent advisors and RIAs here than EJ Advisors.
Welcome
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The Dude
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Joined: Aug/02/2022 Status: Offline Points: 28 |
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Posted: Aug/03/2022 at 8:55pm |
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Been looking at LPL, RJ Independent mostly. Open to other ideas/ channels as well. Seems like a lot of hassle though. Just taking my time.
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CashFlow
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Joined: May/04/2011 Status: Offline Points: 1395 |
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Posted: Aug/03/2022 at 9:00pm |
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Lots of seasoned advisors here with a great deal of information. What part of the country are you in?
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The Dude
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Joined: Aug/02/2022 Status: Offline Points: 28 |
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Posted: Aug/03/2022 at 9:04pm |
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Upper Midwest area. I've got clients all over the US, however. Roughly half my book is outside of my market on the coasts. Looking forward to hearing any thoughts/ ideas about transitions and firms worth looking into. Thanks!
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advisorman
Senior Member
Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4147 |
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Posted: Aug/03/2022 at 9:05pm |
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Why do you want to go Indy? How fast can you run a 40 and how much can you deadlift?
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King of sarcasm and speling
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The Dude
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Posted: Aug/03/2022 at 9:11pm |
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My 40 is shit but my deadlift is breathtaking.
Interest in Indy is more about control and flexibility. Potentially better array of tools to help support clients, and creative control.
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missionshooter
Senior Member
Joined: Feb/12/2014 Status: Offline Points: 5974 |
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Posted: Aug/03/2022 at 11:13pm |
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You want to be able to watch porn at work and have booze in your office without getting fired? Cant blame you
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"We probably have a 98% close rate." - Circlejerk 7-28-22 |
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advisorman
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Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4147 |
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Posted: Aug/04/2022 at 7:22am |
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Well, what options have you looked at? What kind of book do you have? What do you want most if you moved? What are your fears?
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King of sarcasm and speling
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The Dude
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Joined: Aug/02/2022 Status: Offline Points: 28 |
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Posted: Aug/04/2022 at 7:49am |
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I've looked at LPL and talked to several FAs that operate under their umbrella as well as RJ's Independent channel. I'm set to visit RJ this Fall to learn more about their systems and support. Their model tends to appeal to me more than LPL and the name is strong in my market. I guess my biggest fear is the shift in workload and all of the "stuff" that I, and the other advisors who will join me as a team, will have to do that is outside of helping clients. I don't know what I don't know about those items. Maybe I'm making it a bigger issue than it actually is. My timeline is 12-24 months so I'm just taking my time to learn more.
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The Dude
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Posted: Aug/04/2022 at 7:56am |
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Probably not a great use of time, IMO.
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knuk
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Joined: May/20/2010 Location: Canada Status: Offline Points: 7115 |
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Posted: Aug/04/2022 at 7:57am |
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Is this richchick?
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Insert signature here
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The Dude
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Joined: Aug/02/2022 Status: Offline Points: 28 |
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Posted: Aug/04/2022 at 8:59am |
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No clue who that is. So I’m gonna say No.
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CashFlow
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Joined: May/04/2011 Status: Offline Points: 1395 |
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Posted: Aug/04/2022 at 9:12am |
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Oh you will Dude….oh you will.
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Conrad Dobler
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Joined: Mar/11/2010 Status: Offline Points: 42933 |
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Posted: Aug/04/2022 at 9:18am |
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Am I the only person who thinks that a newbie taking "The Dude" is a bit presumptuous?
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missionshooter
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Joined: Feb/12/2014 Status: Offline Points: 5974 |
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Posted: Aug/04/2022 at 9:59am |
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 As a slave, you get told what to do and quotas to meet. As an Indy owner, you decide everything for yourself. |
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"We probably have a 98% close rate." - Circlejerk 7-28-22 |
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luvindy
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Joined: May/17/2010 Status: Offline Points: 25015 |
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Posted: Aug/04/2022 at 10:37am |
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What has you most unhappy with Jones?
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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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missionshooter wrote: