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CashFlow ![]() Senior Member ![]() Joined: May/04/2011 Status: Offline Points: 722 |
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If I were looking again I would consider
RJ either quasi independent or full Indy LPL- didn’t like them when I talked last time Schwab alliance was impressive for RIA but didn’t like two set of books with a broker friendly BD Commonwealth Kestra- probably a stretch for me Stifel - new push in my independent so would at least take a look. Really depends on whether you want RIA or just independent. My guess is you will spend 25 percent of your time on a regular basis actually spending time running the business. That might be high as it is just a guess.
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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Not at Jones.
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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Not at Jones. Wouldn’t entertain it either.
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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Edited by The Dude - Aug/04/2022 at 4:42pm |
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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This is good info. Thank you. I don’t thin RIA is a good fit for me at the moment, so I have t been entertaining it. Appreciate the perspective 🤙
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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helado ![]() Platinum Member ![]() ![]() The Resource Joined: Jun/17/2013 Status: Offline Points: 26731 |
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Why do you say RIA isn't a good fit for you? What's your breakdown of... Fee-based Insurance Fixed Annuities Brokerage +variable annuity + any other commission business
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My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
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helado ![]() Platinum Member ![]() ![]() The Resource Joined: Jun/17/2013 Status: Offline Points: 26731 |
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Second question...
You said your "team"...are you doing $1mm by yourself? Is your team doing $1mm? Is your team doing more than $1mm and your share of that is $1mm? Or is the "team" just other advisors you'll jump with, but aren't sharing clients/books? I'm not asking because I'm curious. I'm asking because your answer, along with your product mix (previous post) will impact where you should be looking in the indy world.
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My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
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Nathan Explosion ![]() Platinum Member ![]() ![]() Joined: Mar/08/2011 Status: Online Points: 28147 |
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Well said.
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luvindy ![]() Moderator ![]() ![]() Joined: May/17/2010 Status: Offline Points: 22545 |
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This.
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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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Conrad Dobler ![]() Platinum Member ![]() ![]() Joined: Mar/11/2010 Status: Offline Points: 36973 |
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Any minute now, a caravan of 87,000 of Hunter Biden's pronouns is going to be caught teaching critical race theory.
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DucatiSportGT ![]() Senior Member ![]() ![]() Joined: Jul/16/2013 Status: Online Points: 7470 |
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RC has been noticeably quiet as of late.
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Self appointed leader of the chorus.
I hate being right. It's not a badge of honor for me. Most of the time I wish I was wrong. |
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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That was a typo. Still figuring out this formatting.
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Nathan Explosion ![]() Platinum Member ![]() ![]() Joined: Mar/08/2011 Status: Online Points: 28147 |
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That’s cool bro. You’ll understand soon.
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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I’m (personally) producing about 1.2m annually. All me. Looking at possibly forming a team of multiple FAs in the next chapter, should I proceed. The RIA route sounds like a lot of work at this time, thus my hesitancy. But would still consider it.
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gregsanberg ![]() Senior Member ![]() Joined: Jun/19/2013 Location: NC Status: Offline Points: 948 |
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Check with Ricky if you want a tutorial on editing |
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helado ![]() Platinum Member ![]() ![]() The Resource Joined: Jun/17/2013 Status: Offline Points: 26731 |
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The RIA route is probably less work. If you are mostly fee-based and fixed insurnace/annuities, you're crazy for not just going RIA. |
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My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
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missionshooter ![]() Senior Member ![]() ![]() Joined: Feb/12/2014 Status: Offline Points: 5316 |
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It's funny how someone that is clueless thinks, "Meh, that sounds like too much work... " and doesn't give something a 2nd thought.
It's not like someone doing 1mm GDC couldnt pay someone like Wet a reasonable setup fee to LITERALLY DO EVERYTHING for them.
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"We probably have a 98% close rate." - Circlejerk 7-28-22 |
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CashFlow ![]() Senior Member ![]() Joined: May/04/2011 Status: Offline Points: 722 |
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I agree, but it is all a matter of perspective. Coming from a captive world most want baby steps into independence. They want all the fruits, but don't understand the extra it takes. Depending on his production mix during his investigation journey he/she/it/they/them or whatever (Happy now Connie) will figure it out. It really is eye opening the more you learn.
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The Dude ![]() Rookie ![]() ![]() Joined: Aug/02/2022 Status: Offline Points: 26 |
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Easy, Killer. As I said, I'd consider it. I'm in the 3rd inning of this research.
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