Print Page | Close Window

Hi!

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=18998
Printed Date: May/29/2022 at 4:26am
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com


Topic: Hi!
Posted By: HoffHawk
Subject: Hi!
Date Posted: Dec/22/2021 at 2:23pm
Hi Everyone!

Excited to join a professional community of financial advisors.  I'm a 29 year old female advisor and looking for some new ideas and maybe mentoring.  I'm at Edward Jones and love it.  It's great to work for a ground breaking firm and I find it really empowering to have a female GP. (not that the guys didn't do great)

Not sure what else I'm supposed to say so I guess a little about me?  I'm a mid westerner, love learning, working out, and of course financial planning.





Replies:
Posted By: Moraen
Date Posted: Dec/22/2021 at 2:25pm
In first.

Lol.


-------------
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

Fiduciary as Fuck - iMo


Posted By: B24
Date Posted: Dec/22/2021 at 2:25pm
Oh FFS 

-------------
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18


Posted By: HoffHawk
Date Posted: Dec/22/2021 at 2:28pm
Did I say something wrong?  Sorry if I did.  


Posted By: DucatiSportGT
Date Posted: Dec/22/2021 at 2:31pm
This has to be a troll right?


Posted By: Mike Damone
Date Posted: Dec/22/2021 at 2:32pm
Welcome.  How long have you been in production for?  What's your product mix?

-------------
"60% of the Time, It Works Every Time"


Posted By: HoffHawk
Date Posted: Dec/22/2021 at 2:40pm
Since mid 2018.  About 75% is fee based and 25% commission.


Posted By: Iamlegend
Date Posted: Dec/22/2021 at 2:40pm
Ground breaking firm FTW! LOL

Welcome! If you are real. 


Posted By: freebird
Date Posted: Dec/22/2021 at 2:47pm
Welcome!

There’s going to be a couple of important questions coming your way. Just be as truthful as you can and we’ll know how we can best help you 


-------------
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.


Posted By: WarPig
Date Posted: Dec/22/2021 at 3:17pm
Welcome. I run a mentoring program and I’m happy to help you. Just PM me.


Posted By: EJ555
Date Posted: Dec/22/2021 at 3:59pm
Originally posted by HoffHawk HoffHawk wrote:

Hi Everyone!

Excited to join a professional community of financial advisors.  I'm a 29 year old female advisor and looking for some new ideas and maybe mentoring.  I'm at Edward Jones and love it.  It's great to work for a ground breaking firm and I find it really empowering to have a female GP. (not that the guys didn't do great)

Not sure what else I'm supposed to say so I guess a little about me?  I'm a mid westerner, love learning, working out, and of course financial planning.



This forum is run by the most intelligent idiots you'll ever meet.


Posted By: CashFlow
Date Posted: Dec/22/2021 at 4:22pm
Jones and groundbreaking definitely don’t go together.  Hell they are always 15 years behind the rest of the industry. Too funny. 


Posted By: missionshooter
Date Posted: Dec/22/2021 at 4:43pm
Welcome hun!


Posted By: advisorman
Date Posted: Dec/22/2021 at 7:22pm
Half this board has worked at Jones and left to go Indy. The other half are idiots. Welcome to the fun park!

-------------
King of sarcasm and speling


Posted By: HoffHawk
Date Posted: Dec/22/2021 at 8:49pm
Originally posted by WarPig WarPig wrote:

Welcome. I run a mentoring program and I’m happy to help you. Just PM me.

I will.  Thank you!!!


Posted By: HoffHawk
Date Posted: Dec/22/2021 at 8:50pm
Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 


Posted By: Sportsfreak
Date Posted: Dec/22/2021 at 8:59pm
OH, BOY!

-------------
WHO IS LEADING OUR COUNTRY
#DRAINTHESWAMP


Posted By: Macduff
Date Posted: Dec/22/2021 at 9:50pm
Originally posted by Sportsfreak Sportsfreak wrote:

OH, BOY!

I read this as Mickey Mouse. 

Not sure how I feel about that.


-------------
“I was born for the storm, and a calm does not suit me.”

― Andrew Jackson


Posted By: DucatiSportGT
Date Posted: Dec/22/2021 at 11:18pm
Originally posted by HoffHawk HoffHawk wrote:

Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 

So what's your experience been like at Jones? Like for real. Without the green iv hooked up. 


Posted By: B24
Date Posted: Dec/23/2021 at 7:04am
Originally posted by HoffHawk HoffHawk wrote:

Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 

Oh, I BET you please the boys!


-------------
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18


Posted By: HoffHawk
Date Posted: Dec/23/2021 at 8:10am
Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by HoffHawk HoffHawk wrote:

Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 

So what's your experience been like at Jones? Like for real. Without the green iv hooked up. 

It's been great.  I'm a big fan of the changes happening and love learning from the vets.  Everyone has been supportive.

Some of my peers have a different opinion but that's probably everywhere.


Posted By: EJ555
Date Posted: Dec/23/2021 at 8:33am
Originally posted by B24 B24 wrote:

Originally posted by HoffHawk HoffHawk wrote:

Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 

Oh, I BET you please the boys!
Thumbs Down


Posted By: Wet_Blanket
Date Posted: Dec/23/2021 at 9:35am
Originally posted by HoffHawk HoffHawk wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by HoffHawk HoffHawk wrote:

Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 

So what's your experience been like at Jones? Like for real. Without the green iv hooked up. 

It's been great.  I'm a big fan of the changes happening and love learning from the vets.  Everyone has been supportive.

Some of my peers have a different opinion but that's probably everywhere.
What changes are happening? 

-------------
Ducati's Prediction (2/27/2022):

Russia will take Kyiv by midnight Monday 2/28/2022.

Russia will take Ukraine by Wednesday 3/2/22.


Posted By: helado
Date Posted: Dec/23/2021 at 10:29am
Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by HoffHawk HoffHawk wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by HoffHawk HoffHawk wrote:

Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 

So what's your experience been like at Jones? Like for real. Without the green iv hooked up. 

It's been great.  I'm a big fan of the changes happening and love learning from the vets.  Everyone has been supportive.

Some of my peers have a different opinion but that's probably everywhere.
What changes are happening? 

Smart phones, coming in 2025.


-------------
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.


Posted By: B24
Date Posted: Dec/23/2021 at 10:39am
Originally posted by helado helado wrote:

Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by HoffHawk HoffHawk wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by HoffHawk HoffHawk wrote:

Thanks guys.  I look forward to learning and giving where I can.  I've been told I'm a people pleaser so I will help anyway I can. 

So what's your experience been like at Jones? Like for real. Without the green iv hooked up. 

It's been great.  I'm a big fan of the changes happening and love learning from the vets.  Everyone has been supportive.

Some of my peers have a different opinion but that's probably everywhere.
What changes are happening? 

Smart phones, coming in 2025.

I started at Jones in 2006/2007. When I actually became an advisor (after all the licensing and shit) and found out they didn't use e-mail, I already knew I had made a mistake.


-------------
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18


Posted By: BigCheese
Date Posted: Dec/23/2021 at 10:40am
Text messaging right after...

Welcome HoffHawk...and good luck. It would be fun to troll a 29 year old female advisor who thinks that her firm is empowering...and clearly newer to the industry.

There are few Penny lovers here btw...






Posted By: EJ555
Date Posted: Dec/23/2021 at 10:41am
Are you serious that Edward Jones didn't have email? Now I understand why everyone laughs at us.


Posted By: B24
Date Posted: Dec/23/2021 at 11:20am
Originally posted by EJ555 EJ555 wrote:

Are you serious that Edward Jones didn't have email? Now I understand why everyone laughs at us.

Yes, I think we got it around 2008 or 2009 maybe? I don't recall the exact year.

Which was so weird, because e-mail had been in pretty wide business use since the early/mid 90's. So they were like 15 years late on that one.


-------------
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18


Posted By: BigCheese
Date Posted: Dec/23/2021 at 11:23am
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...


Posted By: helado
Date Posted: Dec/23/2021 at 11:35am
Originally posted by B24 B24 wrote:

Originally posted by EJ555 EJ555 wrote:

Are you serious that Edward Jones didn't have email? Now I understand why everyone laughs at us.

Yes, I think we got it around 2008 or 2009 maybe? I don't recall the exact year.

Which was so weird, because e-mail had been in pretty wide business use since the early/mid 90's. So they were like 15 years late on that one.

Early/mid 90's might be a stretch.  Late 90's, early 00's, okay.  


-------------
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.


Posted By: EJ555
Date Posted: Dec/23/2021 at 11:49am
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.


Posted By: luvindy
Date Posted: Dec/23/2021 at 11:51am
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.

I bet you tell them "somebody smarter than me takes care of that", don't you?


-------------
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,


Posted By: EJ555
Date Posted: Dec/23/2021 at 11:54am
Yeah, so what? I don't have a degree in stock picking.


Posted By: B24
Date Posted: Dec/23/2021 at 11:56am
Originally posted by helado helado wrote:

Originally posted by B24 B24 wrote:

Originally posted by EJ555 EJ555 wrote:

Are you serious that Edward Jones didn't have email? Now I understand why everyone laughs at us.

Yes, I think we got it around 2008 or 2009 maybe? I don't recall the exact year.

Which was so weird, because e-mail had been in pretty wide business use since the early/mid 90's. So they were like 15 years late on that one.

Early/mid 90's might be a stretch.  Late 90's, early 00's, okay.  

I was using e-mail at work in the early 90's. But yes, not everyone was using it back then, I suppose.


-------------
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18


Posted By: luvindy
Date Posted: Dec/23/2021 at 12:03pm
Originally posted by EJ555 EJ555 wrote:

Yeah, so what? I don't have a degree in stock picking.

Because it makes you look like an idiot.


-------------
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,


Posted By: freebird
Date Posted: Dec/23/2021 at 12:06pm
Will you guys stop hijacking Hoff's thread?  She seems sweet and you're going to scare her off LOL

-------------
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.


Posted By: EJ555
Date Posted: Dec/23/2021 at 12:11pm
Originally posted by luvindy luvindy wrote:

Originally posted by EJ555 EJ555 wrote:

Yeah, so what? I don't have a degree in stock picking.

Because it makes you look like an idiot.


I'm going to choose not to react to this comment except to say Thumbs Down


Posted By: missionshooter
Date Posted: Dec/23/2021 at 12:20pm
At least she's cute!  Tongue


Posted By: EJ555
Date Posted: Dec/23/2021 at 12:33pm
Originally posted by missionshooter missionshooter wrote:

At least she's cute!  Tongue


I get it. Most of you think it's cute to insult and demean women. I see why women don't stay here too long which is a shame because some of you are really intelligent and good people in real life who do a lot to help the community but come here to vent and play around while occasionally contributing something great to the forum. None of your insults and snide comments are original. Some forums have a block feature so you don't have to see comments from people on that list. I suggest the administrator add something like that here.


Posted By: helado
Date Posted: Dec/23/2021 at 1:39pm
Whoa whoa whoa. 

Most of my insults are original!!!


-------------
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.


Posted By: PEACH_cm
Date Posted: Dec/23/2021 at 1:43pm
Originally posted by EJ555 EJ555 wrote:

Originally posted by missionshooter missionshooter wrote:

At least she's cute!  Tongue


I get it. Most of you think it's cute to insult and demean women. I see why women don't stay here too long which is a shame because some of you are really intelligent and good people in real life who do a lot to help the community but come here to vent and play around while occasionally contributing something great to the forum. None of your insults and snide comments are original. Some forums have a block feature so you don't have to see comments from people on that list. I suggest the administrator add something like that here.
club sandwich no tomatoes please with some jalapeño chips. 


Posted By: BigCheese
Date Posted: Dec/23/2021 at 2:01pm
Helado's right EJ...we work hard to call everyone tools or fucking idiots..

If you have thin skin...you won't be around long...


Posted By: DucatiSportGT
Date Posted: Dec/23/2021 at 4:02pm
Originally posted by EJ555 EJ555 wrote:

Originally posted by missionshooter missionshooter wrote:

At least she's cute!  Tongue


I get it. Most of you think it's cute to insult and demean women. I see why women don't stay here too long which is a shame because some of you are really intelligent and good people in real life who do a lot to help the community but come here to vent and play around while occasionally contributing something great to the forum. None of your insults and snide comments are original. Some forums have a block feature so you don't have to see comments from people on that list. I suggest the administrator add something like that here.

Being an advisor requires a thick skin. Much thicker than anything this forum can throw at you. 

They're testing you because of how presented your love of EDJ in the first post. Take it all with a grain of salt. Has nothing to do with you being female. Even if you're a male but still show your love for the mean greenie, you'll get messed with.

Where in the midwest you from? How much in AUM? Any inherited assets? What's been working for you during the pandemic?


Posted By: EJ555
Date Posted: Dec/23/2021 at 4:09pm
I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.


Posted By: freebird
Date Posted: Dec/23/2021 at 4:13pm
Can we get an AMA on both of these chicks?

-------------
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.


Posted By: missionshooter
Date Posted: Dec/23/2021 at 4:19pm
Good Idea bird, 

Broads love talking about themselves, their 'fave" topic ...


Posted By: Mike Damone
Date Posted: Dec/23/2021 at 4:23pm
Originally posted by EJ555 EJ555 wrote:

I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.

Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002.  Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry.  I can see how the vibe and culture isn't for everyone but I love this place.  Does that make sense?




-------------
"60% of the Time, It Works Every Time"


Posted By: DucatiSportGT
Date Posted: Dec/23/2021 at 4:35pm
Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 EJ555 wrote:

I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.

Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002.  Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry.  I can see how the vibe and culture isn't for everyone but I love this place.  Does that make sense?



Whatever you say you shit faced bastard. 


Posted By: Wet_Blanket
Date Posted: Dec/23/2021 at 4:45pm
Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 EJ555 wrote:

I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.

Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002.  Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry.  I can see how the vibe and culture isn't for everyone but I love this place.  Does that make sense?



Whatever you say you shit faced bastard. 
You leave all your lovers unsatisfied. 

-------------
Ducati's Prediction (2/27/2022):

Russia will take Kyiv by midnight Monday 2/28/2022.

Russia will take Ukraine by Wednesday 3/2/22.


Posted By: EJ555
Date Posted: Dec/23/2021 at 6:42pm
Originally posted by freebird freebird wrote:

Can we get an AMA on both of these chicks?

You haven't needed it so far. You'll just ask questions already asked all of which made me cringe.


Posted By: advisorman
Date Posted: Dec/23/2021 at 7:11pm
She will last one week at this rate

-------------
King of sarcasm and speling


Posted By: spudpotato
Date Posted: Dec/23/2021 at 9:22pm
Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 EJ555 wrote:

I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.

Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002.  Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry.  I can see how the vibe and culture isn't for everyone but I love this place.  Does that make sense?



None of it makes sense. 


Posted By: B24
Date Posted: Dec/23/2021 at 10:29pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 EJ555 wrote:

I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.

Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002.  Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry.  I can see how the vibe and culture isn't for everyone but I love this place.  Does that make sense?



Whatever you say you shit faced bastard. 
You leave all your lovers unsatisfied. 

This is what WarPig's ex-boyfriend told him.


-------------
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18


Posted By: missionshooter
Date Posted: Dec/28/2021 at 1:14pm
I miss HoffHawk Cry


Posted By: HoffHawk
Date Posted: Dec/28/2021 at 2:06pm
Originally posted by missionshooter missionshooter wrote:

I miss HoffHawk Cry

I'm right here missionshooter!  Was just trying to be on the nice list so Santa would bring me lots of presents :)


Posted By: spudpotato
Date Posted: Dec/30/2021 at 5:18am
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?




Posted By: missionshooter
Date Posted: Dec/30/2021 at 8:19am
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?


Posted By: spudpotato
Date Posted: Dec/30/2021 at 8:21am
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. 😂





Posted By: FieldofDreamz
Date Posted: Dec/30/2021 at 8:32am
Welcome. 


Posted By: freebird
Date Posted: Dec/30/2021 at 9:36am
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 


-------------
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.


Posted By: missionshooter
Date 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.  



Posted By: FieldofDreamz
Date 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


Posted By: richchick
Date 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. 


Posted By: johnalden
Date Posted: Feb/03/2022 at 4:52pm
Yes, back before Advisory the only options at EDJ were all commissioned base with the exception of the MAP program which very few used due to the high minimum that was required. I think Advisory came out in 2008. Jim Weddle does deserve some credit for at least moving EDJ forward and out of the cave man ages. Email and Advisory both came out under his watch.



Print Page | Close Window

Forum Software by Web Wiz Forums® version 12.03 - http://www.webwizforums.com
Copyright ©2001-2019 Web Wiz Ltd. - https://www.webwiz.net