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new ed jones financial advisor

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Spaceman Spiff View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Spaceman Spiff Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 2:10pm
Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?
Here...let me make it easy for you...

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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote gregsanberg Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 2:15pm
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Nov/13/2020 at 2:36pm
Originally posted by luvindy luvindy wrote:

Originally posted by Conrad Dobler Conrad Dobler wrote:

Originally posted by option_trader83 option_trader83 wrote:

im not dfake i am a real jones advisor with a legacy branch i just got 1 million in asset transfer from another adviser who no longer is with jones. i am being told to call the client and ask for more money but the last guy i called said he cant put in anymore. he has a 3000 account and he cant put in more. anther lady has 8000 but whats to redeem it and I told her its a good time to add more money she will think about it so im hoping for more money from her next week.

my performance leader called me to say he wants to see me at level 1 within a year and need to do my business plan so im working on that

what other ways can i get clients. should i ask other advisers for their bottom clients?

Have you considered ESL classes?

I was going to say remedial English. Unfortunately for the OP the way people conduct themselves here is some reflection of the way they conduct themselves in real life.



For the sake of a few specific people I can think of, I hope you're wrong.
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Iamlegend View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Nov/14/2020 at 11:14am
Option trader—You picked a bad name since they don’t allow options at EJ! LOLLOLLOL
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Nathan Explosion View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Nathan Explosion Quote  Post ReplyReply Direct Link To This Post Posted: Nov/17/2020 at 12:34am
Originally posted by gregsanberg gregsanberg wrote:

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?

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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote gregsanberg Quote  Post ReplyReply Direct Link To This Post Posted: Nov/17/2020 at 4:43am
Great - thanks!
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