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Retiring

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=18387
Printed Date: Mar/26/2026 at 9:41pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com


Topic: Retiring
Posted By: luvindy
Subject: Retiring
Date Posted: Jun/10/2021 at 11:36am
Location?

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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,



Replies:
Posted By: LA Broker
Date Posted: Jun/10/2021 at 11:38am
Originally posted by luvindy luvindy wrote:

Location?

I assume Bermuda. Are you licensed there?


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“If you're not a liberal at twenty you have no heart, if you're not a conservative at forty you have no brain.”
-Winston Churchill


Posted By: advisorman
Date Posted: Jun/10/2021 at 11:38am
Pm me

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King of sarcasm and speling


Posted By: Iamlegend
Date Posted: Jun/10/2021 at 11:39am
I am WFA PCG and would be interested in talking especially if you are in the southeast. 


Posted By: WarPig
Date Posted: Jun/10/2021 at 12:23pm
Originally posted by Bermuda Bermuda wrote:

Hey everyone,
I lurked for a long time but my other account is too close to my real name. I haven't been on in a couple years. It's nice to see familiar people. I'm nearing retirement and am looking for someone to buy my book. It's at $75 million and $540,000 gross. I'm at Wells FINET.

I'm interested. Clear through first cleaning so this would make for an easy transition. I'll PM you.


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If you invite me to lunch, I'll report you.


Posted By: missionshooter
Date Posted: Jun/10/2021 at 1:23pm
Jones is offering transition bonuses I hear....


Posted By: LA Broker
Date Posted: Jun/10/2021 at 4:50pm
If you happen to be in So Cal, I’m interested 

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“If you're not a liberal at twenty you have no heart, if you're not a conservative at forty you have no brain.”
-Winston Churchill


Posted By: Iamlegend
Date Posted: Jun/13/2021 at 10:14am
Originally posted by Bermuda Bermuda wrote:

I will be meeting soon with an AH member to assess our compatibility. Everyone has been really nice. I may lurk but won't post. The clabs and crimsons turned me off. If you start banning them then I might come back.
Glad you may have found someone. 


Posted By: apac
Date Posted: Jun/16/2021 at 7:32pm
i would be interested


Posted By: B24
Date Posted: Jun/16/2021 at 8:48pm
You guys don't really believe this shit, do you? Confused


Posted By: Guests
Date Posted: Jul/14/2021 at 2:00pm
Originally posted by missionshooter missionshooter wrote:

Jones is offering transition bonuses I hear....

Requires 5 years all in although if the transition goes well you will get paid twice on the book plus commissions along the way and partnership eligibility. For a retiring advisor its a no brainer. At your level if you could bring it all you would be looking at some nice checks (up to 80bps on the first 50 million transitioned and 100bps on the next 25 or so you can bring and that's including new clients you bring over for the first 2 years, a 40% + bonuses and benefits payout with no strings) and a salary guarantee during transition of whatever your gross income is at finet. 

If you are looking for a quick out though, I'd ask one of the heavy hitter indy or RIA guys here if they will just buy straight up if you are in their area.


Posted By: Iamlegend
Date Posted: Jul/14/2021 at 3:33pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by Bermuda Bermuda wrote:

I will be meeting soon with an AH member to assess our compatibility. Everyone has been really nice. I may lurk but won't post. The clabs and crimsons turned me off. If you start banning them then I might come back.
Glad you may have found someone. 
Any update?


Posted By: B24
Date Posted: Jul/14/2021 at 3:38pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by Bermuda Bermuda wrote:

I will be meeting soon with an AH member to assess our compatibility. Everyone has been really nice. I may lurk but won't post. The clabs and crimsons turned me off. If you start banning them then I might come back.
Glad you may have found someone. 
Any update?

LOL



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