EDJ Field Foundations- My Experience thusfar
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I don’t mean to come off as defensive, I was just again responding to your comment that Jones is a failure. I know it wasn’t your cup of tea but they are doing better than most out there. You can be pretty level headed on your assesment of Jones, but sometimes you too fall into the bashers side and I was pointing out a falsehood that’s all. Jones is far from perfect; but a failure… albeit now that you have clarified its a joke… is far from a level headed critique.
[quote=voltmoie]
[quote=Ronnie Dobbs]I’m defensive because A-holes on this site call me a liar and turn my comments into a bash windy post. I’d say thats warranted.[/quote]
liar
[/quote]
liar x2
Just wanted to give a quick update- Over 8K gross now. A little over half a million in assets.
Had a nice week this week. Made sales to two different clients, one with over 5MM NW, one with over 1MM. The one with over 5 I actually think I have a good chance of earning all of his business. It will take some time, but I think it will happen. He is essentially trying me out to see if he wants to move his accounts to me. The one with over 1 million, I am not sure about. He will continue to do business with me, no doubt, but I'm not sure if I will get the primary relationship. Still dialing and knocking daily, of course.Very nice number Ms. I have followed your posts on and off so pardon the question but how long have you been in production? How did you get the appointments with these 2 HNW clients? Were they cold calls, referrals, door knocks? I think it would be interesting to see. Thanks!
Thanks!
Nov starts month three for me. Both HNW clients were DKs. The first only took two calls to set an appt. I used the golden script: Had a couple of ideas for you I wanted to share, which day is better for you, Tues or Thurs…
Second one was tougher. A good 20 calls for this one. He likes individual equities, so I found out what he had, what he wanted in a company, and kept calling him until he bought what I recommended.
Well done! Your patience and persistence certainly are paying off! What are your goals for the first year? production/aum?
8MM AUM/ 120K gross
I have no idea how that compares to the average, but it’s a nice starting point.
Bad month this month. December should be much better, though, as I have quite a bit (for me) on the way in. I did hit 10k cumulative, which was nice. I really need to step it up if I’m going to qualify for a div trip, though.
Great numbers! Keep up the good work!Bad month this month. December should be much better, though, as I have quite a bit (for me) on the way in. I did hit 10k cumulative, which was nice. I really need to step it up if I’m going to qualify for a div trip, though.
Just curious Ms. but what is the requirement for the div trip? as I understand it, requirements for new FAs are smoothed out somewhat to make allowances for being new to the business. Am i right about that?
I am starting with Jones on Monday and was wondering if you, as a woman, had any problem or concern with safety, knocking on doors all alone. My mom (even though I’m nearly 40) is worried that some crazy person will have me come in and then lock me up and torture me or something.
[quote=lllopac] I am starting with Jones on Monday and was wondering if you, as a woman, had any problem or concern with safety, knocking on doors all alone. My mom (even though I’m nearly 40) is worried that some crazy person will have me come in and then lock me up and torture me or something.
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I have not really had much concern with safety, but my parents did feel the same way. I am very cautious about my approach, though, I stay 6-10 feet back from the door, even if I have to step off the porch. I have ran across some perverts, which is to be expected. Good luck!
Just curious Ms. but what is the requirement for the div trip? as I understand it, requirements for new FAs are smoothed out somewhat to make allowances for being new to the business. Am i right about that?
I have to do 42K over six months.
Yeah...but registered rep forum doesn't count!!!!![quote=lllopac] I am starting with Jones on Monday and was wondering if you, as a woman, had any problem or concern with safety, knocking on doors all alone. My mom (even though I’m nearly 40) is worried that some crazy person will have me come in and then lock me up and torture me or something.
[/quote]
I have not really had much concern with safety, but my parents did feel the same way. I am very cautious about my approach, though, I stay 6-10 feet back from the door, even if I have to step off the porch. I have ran across some perverts, which is to be expected. Good luck!
[quote=MsBroker] [quote=lllopac] I am starting with Jones on Monday and was wondering if you, as a woman, had any problem or concern with safety, knocking on doors all alone. My mom (even though I’m nearly 40) is worried that some crazy person will have me come in and then lock me up and torture me or something. [/quote] I have not really had much concern with safety, but my parents did feel the same way. I am very cautious about my approach, though, I stay 6-10 feet back from the door, even if I have to step off the porch. I have ran across some perverts, which is to be expected. Good luck!
Yeah…but registered rep forum doesn’t count!!![/quote]
Quick update- Still kicking. :)
I finished out my PDP qualification very strong, but January has been sh*t. Luckily, it's an in between month for qualifying for anything, though, bonuses or Segments. I did slack through December, and it caught up with me. I do have a few nice things going now, not sure when they will come through, though. I definitely need a lot more in my pipeline. I decided to venture into the scary world of cold calling today. I had 28 contacts, 9 of which gave me permission to call back with a tax-free rate. Of course, I will drop by in person to give them something. It was nice. 5 of them indicated that they do buy munis. One even said "lots of them" which cracked me up. I was actually very surprised by the success rate. Shooting for at least 35 contacts tomorrow. Two appointments so may be tough.When I was there, there was a girl that got attacked by a dog at the door really bad. I would hate to know I was going to knock on doors again…shew wee.
Glad to see your still doing well. What do you mean by finishing out pdp qualifications strong? Did you just end you 17th week of selling or did you hit it outta the park early? And as far as cold calling are you buying lists or making your own?