Greenhorn Introductions

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New Guy

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=3327
Printed Date: Mar/26/2026 at 11:16pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com

Topic: New Guy

Posted By: oman2000
Subject: New Guy
Date Posted: Jun/18/2011 at 3:09am

Hello all,

I am new to the business, just recently passed my life and health exam and looking to take the series 7 in about a month, I am 23 and staring at my firm in about 3 weeks. I will offer my clients full service financial planning on a holistic basis, but hope to move more toward the investment side of the business. I am open to comment and I am always looking for suggestions on how to build by business.

Replies:

Posted By: squeaky
Date Posted: Jun/18/2011 at 7:36am

Welcome oman! You'll find some excellent info here.

Posted By: Wet_Blanket
Date Posted: Jun/18/2011 at 1:38pm

Welcome Oman. Just remember, there is no such thing as a stupid question, there are only stupid people.

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The true 🤡 was the Biden voter all along.

Posted By: BigFirepower
Date Posted: Jun/18/2011 at 2:01pm

Oman, not only stupid people, but we've already done every stupid marketing idea that you could possibly imagine. So, when you have a bright idea, we can collective chime in and tell you what a bad idea it is/was. I only succeeded after I'd tried all the stupid stuff, ran out of bad ideas...

Posted By: oman2000
Date Posted: Jun/18/2011 at 3:13pm

Thanks for warm welcome, from reading some of these threads I can see there is no lack of sophisticated professionals and advisors and I hope to one day join their ranks.

I have been reading alot lately and came across Thomas j Stanley 's networking with millionaires, I was wondering how do you guys feel about his prospecting and marketing case studies, I would love to hear some perspectives.

Posted By: Wet_Blanket
Date Posted: Jun/18/2011 at 6:10pm

Start a thread about it in the Prospecting section.

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The true 🤡 was the Biden voter all along.

Posted By: orlandosierra
Date Posted: Jun/23/2011 at 10:33am

Hey guys. whats up. I have been in the business for a while but i had a little situation with the regs that took a bit to clear up. However i am back. I thought this would be a good way to meet people in the business and get myself back out there.

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Orlando Sierra
Newbridge Securities

Posted By: Indyone
Date Posted: Jun/23/2011 at 10:45am

This is literally the only advisor forum I waste time on anymore...good mix of people and some great idea sharing. Occasionally, it gets a little rough around the edges, but it keeps my mental callouses tough and ready for the occasional rejection that comes with the territory. Welcome aboard.

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"Independence is like the Berlin Wall. People are only jumping in one direction." - Philip Palaveev - November 2005. "You are never free...unless you are independent..." - Indyone - May 2005.