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The Dude View Drop Down
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    Posted: Aug/03/2022 at 8:03pm
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 8:17pm
Welcome. You’ll find a lot of jonesers here 
Conrad on 5-16-22:
A woman is a person, of either sex (male or female)…who choses to live life in the gender role of woman.
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The Dude View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote The Dude Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 8:19pm
Yikes. Not what I was expecting, but I can deal. 
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freebird View Drop Down
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Post Options Post Options   Thanks (1) Thanks(1)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 8:34pm
Why you looking?  Who are you looking at?
Conrad on 5-16-22:
A woman is a person, of either sex (male or female)…who choses to live life in the gender role of woman.
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Post Options Post Options   Thanks (1) Thanks(1)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 8:52pm
Actually there are more independent advisors and RIAs here than EJ Advisors. 
Welcome 
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The Dude View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote The Dude Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 8:55pm
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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Post Options Post Options   Thanks (1) Thanks(1)   Quote CashFlow Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 9:00pm
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote The Dude Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 9:04pm
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 View Drop Down
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Post Options Post Options   Thanks (1) Thanks(1)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 9:05pm
Why do you want to go Indy? How fast can you run a 40 and how much can you deadlift?
King of sarcasm and speling
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The Dude View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote The Dude Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 9:11pm
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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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2022 at 11:13pm
You want to be able to watch porn at work and have booze in your office without getting fired?  Cant blame you


"We probably have a 98% close rate." - Circlejerk 7-28-22

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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 7:22am
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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The Dude View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote The Dude Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 7:49am
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote The Dude Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 7:56am
Originally posted by missionshooter missionshooter wrote:

You want to be able to watch porn at work and have booze in your office without getting fired?  Cant blame you

Probably not a great use of time, IMO. LOL
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knuk View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 7:57am
Originally posted by The Dude The Dude wrote:

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. 

Is this richchick?
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The Dude View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote The Dude Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 8:59am
No clue who that is. So I’m gonna say No.
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Post Options Post Options   Thanks (1) Thanks(1)   Quote CashFlow Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 9:12am
Originally posted by The Dude The Dude wrote:

No clue who that is. So I’m gonna say No.

Oh you will Dude….oh you will. 
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Conrad Dobler View Drop Down
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Am I the only person who thinks that a newbie taking "The Dude" is a bit presumptuous? LOL
Call me Dirt, Dirt Diggler.
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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 9:59am
Originally posted by The Dude The Dude wrote:

Originally posted by missionshooter missionshooter wrote:

You want to be able to watch porn at work and have booze in your office without getting fired?  Cant blame you

Probably not a great use of time, IMO. LOL

Confused

As a slave, you get told what to do and quotas to meet.  

As an Indy owner, you decide everything for yourself.  




"We probably have a 98% close rate." - Circlejerk 7-28-22

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luvindy View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Aug/04/2022 at 10:37am
What has you most unhappy with Jones?
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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