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missionshooter View Drop Down
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Joined: Feb/12/2014
Status: Offline
Points: 4783
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 10:35am
Originally posted by freebird freebird wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by missionshooter missionshooter wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese BigCheese wrote:

EJ...

Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...

Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day...


I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.

It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside. 

I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?



Why not just use index funds in advisory like freebird does?

I’m hoping for a how-to from freebird soon. 😂




I’ll try and remember my old Jones stuff and let’s talk after the first LOL

But I didnt use advisory either 

Daria,

Some time ago, Helado put together an index portfolio for Spiff to use @ Jones.  

You might try to search it in the tool.  

This was before Freebirds time.  


Look @ Missionshooter trying to be helpful to a female on this forum!!  Largely because Daria hasn't had the attitude and victim mentality like Erica Jones has.  

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FieldofDreamz View Drop Down
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Joined: Aug/30/2021
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Post Options Post Options   Thanks (0) Thanks(0)   Quote FieldofDreamz Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 11:09am
Just before I left I had a veteran tell me that advisory solutions was the most under utilized tool Jones has.  It is the best option for tax efficiency and performance. I mean if the veterans say it it must be true. LOL
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richchick View Drop Down
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Joined: Mar/11/2010
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Points: 826
Post Options Post Options   Thanks (0) Thanks(0)   Quote richchick Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 3:07pm
Originally posted by missionshooter missionshooter wrote:

Originally posted by freebird freebird wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by missionshooter missionshooter wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese BigCheese wrote:

EJ...

Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...

Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day...


I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.

It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside. 

I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?



Why not just use index funds in advisory like freebird does?

I’m hoping for a how-to from freebird soon. 😂




I’ll try and remember my old Jones stuff and let’s talk after the first LOL

But I didnt use advisory either 

Daria,

Some time ago, Helado put together an index portfolio for Spiff to use @ Jones.  

You might try to search it in the tool.  

This was before Freebirds time.  


Look @ Missionshooter trying to be helpful to a female on this forum!!  Largely because Daria hasn't had the attitude and victim mentality like Erica Jones has.  


Read that twice, Yep - mission talking about himself in the third person. 
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