intro intro intro
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=20691
Printed Date: Mar/26/2026 at 6:44pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: intro intro intro
Posted By: datboiwaynes
Subject: intro intro intro
Date Posted: Oct/24/2023 at 1:10pm
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Hey everybody I'm a 22-year-old fresh off the boat. Just started at an independent RIA firm about a month ago. My dad was a 31 year veteran at EDJ and retired as a GP so I have quite the legacy to live up to haha. Some of you guys in this thread have made me laugh to no end the past few days I've been reading it by the way so thanks. Right now I'm exclusively prospecting and my dad just keeps telling me to "keep knocking on more doors" even though I haven't really been trained on it and feel uncomfortable with it. My firm also doesn't push it on me but I feel like it's more effective than cold calling at least. For prospecting I have a few different avenues, but if something has worked better for any of you please let me know because I've found it difficult for people thrice my age to take me seriously when discussing my job. Here are my prospecting ideas: 1. Door knocking 2. Being involved at a church 3. Country Club Membership 4. Rotary Club 5. Introducing myself to small businesses in my area in person 6. Volunteering in my local community 7. Being involved in the Chamber of Commerce I don't have many digital marketing ideas but I feel extremely comfortable with the thought of it because of my age and knowledge within the online sphere.
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Replies:
Posted By: luvindy
Date Posted: Oct/24/2023 at 1:14pm
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In first! ------------- 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: DucatiSportGT
Date Posted: Oct/24/2023 at 1:30pm
I'll be the jagoff. 1. Door knocking - Yes. 2. Being involved at a church - Good for you. 3. Country Club Membership - Must be nice being the rich kid. 4. Rotary Club - Ok maybe. 5. Introducing myself to small businesses in my area in person - Yes. 6. Volunteering in my local community - Yeah right. 7. Being involved in the Chamber of Commerce - Lol Lastly. Don't ever say thrice again. ------------- Bring back Helado! |
datboiwaynes wrote:Posted By: datboiwaynes
Date Posted: Oct/24/2023 at 1:36pm
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Ducati, First of all love your responses, they always make me laugh. Secondly, I actually took a loan out from a bank for the country club. There are no backup plans for me in this business, so I'm trying to make investments into myself and practice. Perhaps a poor choice of word on "thrice" so I'll keep that in mind.
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Posted By: luvindy
Date Posted: Oct/24/2023 at 1:37pm
Didn't read the OP but this normally has a good outcome... ------------- 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: DucatiSportGT
Date Posted: Oct/24/2023 at 1:39pm
You did what?!! Pay that loan back. Quit the country club. Just door knock homes and businesses until you can't walk any more. You are young and have a bunch of energy. ------------- Bring back Helado! |
Posted By: DucatiSportGT
Date Posted: Oct/24/2023 at 1:43pm
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If I could go back to my younger self, this is the advice I would give myself. Just do anything and everything you can to meet people. And don't sell them the first time you meet them. Just get in front of people. Get your name out there to as many people as you can. This industry is slow at first. It takes years to build up a decent book. This is a contact sport. You can to be get in contact with people to make this work. If I were you, I would door knock all day long. Or at least evenings and weekends. Put in the effort now so that in ten years from now, you can look back with gratitude that you are completely free. And don't even take a loan out for anything. The loans are what will cause you stress. The more debt free you are, the more at ease you will be building your book the right way. ------------- Bring back Helado! |
Posted By: datboiwaynes
Date Posted: Oct/24/2023 at 1:46pm
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Ducati, That advice definitely helps, do you have any tips on door knocking? I never really received any formal training on it so it's kind of uncomfortable (I guess it always feels like that though?)
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Posted By: datboiwaynes
Date Posted: Oct/24/2023 at 1:51pm
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luvindy, I included the loan into my monthly budget and it actually works. The membership was only $2,500 buy-in and $750 monthly dues so the loan I took accordingly wasn't insane.
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Posted By: luvindy
Date Posted: Oct/24/2023 at 2:24pm
You're nuts. Any budget you have now will be out the window in less than a month. ------------- 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: CashFlow
Date Posted: Oct/24/2023 at 2:33pm
$750 a month plus usage cost. That’s more than I pay. Why don’t you lean on your dad to lean on EJ to land you a great office. In the end you are at the right place and depending on the deal it may make sense, but you’re trying to knock on doors and have no idea what you are doing. It’s hard enough without that wonderful EJ training. Tell us more about your current arrangement with the independent RIA.
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Posted By: knuk
Date Posted: Oct/24/2023 at 3:13pm
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Only 1 and 5 are actually prospecting. Also, do you own a phone. Call! ------------- administrator |
Posted By: Chips
Date Posted: Oct/24/2023 at 3:23pm
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If you haven’t already, click through Wolfs post. Lots of good advice on door knocking and building a business in general. https://www.advisorheads.com/starting-my-500-day-war-today-122815_topic13123_page32.html" rel="nofollow - https://www.advisorheads.com/starting-my-500-day-war-today-122815_topic13123_page32.html
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Posted By: DucatiSportGT
Date Posted: Oct/24/2023 at 3:46pm
Second this. I still love this post. ------------- Bring back Helado! |
Posted By: BullishT
Date Posted: Oct/24/2023 at 4:54pm
I love this financial move.
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Posted By: DucatiSportGT
Date Posted: Oct/25/2023 at 1:06am
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datboiwaynes, don't be discouraged. Keep asking questions. ------------- Bring back Helado! |
Posted By: Nathan Explosion
Date Posted: Oct/25/2023 at 9:12am
| this kid has a bright future.........stone COLD killer |
Posted By: advisor86
Date Posted: Oct/25/2023 at 10:33am
| Did your Dad retire before letting you in the biz? |
Posted By: Nathan Explosion
Date Posted: Oct/25/2023 at 12:12pm
| this kid is on a mission! |
Posted By: advisorman
Date Posted: Oct/25/2023 at 2:00pm
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Why not get your dads book? ------------- King of sarcasm and speling |
Posted By: Wet_Blanket
Date Posted: Oct/25/2023 at 2:18pm
------------- The true 🤡 was the Biden voter all along. |
Posted By: BullishT
Date Posted: Oct/25/2023 at 2:27pm
Which is 100% the right call for both of them.
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Posted By: B24
Date Posted: Oct/25/2023 at 2:45pm
C'mon, Edward Jones is tougher to get into than Harvard. Even a GP of the company can't get his own kid in the door!
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Posted By: Wet_Blanket
Date Posted: Oct/25/2023 at 4:19pm
------------- The true 🤡 was the Biden voter all along. |
Posted By: luvindy
Date Posted: Oct/25/2023 at 4:23pm
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Go to JT Marlin to learn the business, even though your father will want you to go to a reputable firm like Goldman Sachs. ------------- 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: advisorman
Date Posted: Oct/25/2023 at 4:36pm
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If my kid chose a screen name as “Datboi “ I would Make him prove himself too. ------------- King of sarcasm and speling |
Posted By: Wet_Blanket
Date Posted: Oct/25/2023 at 4:41pm
------------- The true 🤡 was the Biden voter all along. |
Posted By: Nathan Explosion
Date Posted: Oct/25/2023 at 4:57pm
| Bro if you like Jones. You are gonna LUV indy. |
Posted By: DucatiSportGT
Date Posted: Oct/25/2023 at 5:38pm
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This kid better be door knocking to keep us waiting. ------------- Bring back Helado! |
Posted By: Gray
Date Posted: Oct/25/2023 at 8:00pm
| How long before daddy leaves EJ, to sell his book to the RIA you both chose, and then retire? |
Posted By: freebird
Date Posted: Oct/25/2023 at 8:10pm
| I thought this was helado but he knows what fresh off the boat means |
Posted By: DucatiSportGT
Date Posted: Oct/26/2023 at 12:28am
I'm still not convinced it isn't helado. ------------- Bring back Helado! |
Posted By: Hacksaw
Date Posted: Oct/26/2023 at 9:47am
I assumed it was you since he’s “actin a fo’” ------------- I response to my post: Helado Posted: 13/Jan/2023 at 11:11pm "I stand corrected." |
Posted By: Spaceman Spiff
Date Posted: Oct/26/2023 at 5:02pm
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Most of you have reading comprehension problems. It very clearly states in his intro post that his dad is a RETIRED Jones GP. So no book to pass on. And my guess is dad retired more than a few years ago because of the whole doorknocking recommendation. Doorknocking at Jones hasn’t really been a viable thing since Covid started and certainly isn’t today. Way too many people getting stuff handed to them. I am surprised, however, that Jones didn’t offer this kid an office of some kind. Or at least a GKN with one of the FAs who took over daddy’s book. I’m guessing there’s more to that story.
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Posted By: freebird
Date Posted: Oct/26/2023 at 5:43pm
 His story is clearly bullshit |
Posted By: freebird
Date Posted: Oct/26/2023 at 5:43pm
+1
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Posted By: spudpotato
Date Posted: Oct/26/2023 at 6:31pm
+2 I miss Helado.
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Posted By: DucatiSportGT
Date Posted: Oct/26/2023 at 6:59pm
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https://youtu.be/mS7QXT1U8dA" rel="nofollow - https://youtu.be/mS7QXT1U8dA ------------- Bring back Helado! |
Posted By: Nathan Explosion
Date Posted: Oct/26/2023 at 7:33pm
| This guy is gonna make a SPIFFY Jones soldier. |