Jones Field Trainer

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Feb 12, 2009 6:19 pm
OK, I just had to share this, but let me give a little background first. I'm going through Jones's training. Yeah, I checked others but liked Jones the best. I had visited several Jones offices in my area before accepting and was pleased with all of them: well kept, professional, it didn't matter if it was the middle class suburb, the small town county seat, or the upscale side of town-all nice.

 
So I go meet my field trainer today. His BOA was just wearing pants and a shirt w/o a tie. In the lobby, I kid you not, he had a plastic tree with fake money hanging from it. His conference room was also his storage room with paper scraps from the shredder all over the floor. The only non-Jones picture was his college diploma.
 
He had gone through that St. Louis training program so he took over an existing branch. After about 2 years he is a segment 2, doesn't door knock, only prospects through direct mail to new movers and a little bit with buisnesses, and gets a few referrels (sp?). His appointment calendar for this week had two entries, and one of those was a hand holding appointment!
 
He said he needs to do more prospecting but just hasn't gotten up the nerve.
 
Oh Lord, this is the guy that I'm supposed to learn from????
 
I think I'll be learning what not to do!
Feb 12, 2009 6:25 pm

The independence of a jones broker coupled with small accounts...What a life!

Feb 12, 2009 6:52 pm

I was a little luckier than you.  My FT is six years in and is a strong Seg 5, traveling every six months since he's been there.  He also said he did not generate even 1 account out of his doorknocking days and thinks its a bunch of BS!!  Can't wait to learn how that's done.....

Feb 12, 2009 7:07 pm
wannabefa:
OK, I just had to share this, but let me give a little background first. I'm going through Jones's training. Yeah, I checked others but liked Jones the best. I had visited several Jones offices in my area before accepting and was pleased with all of them: well kept, professional, it didn't matter if it was the middle class suburb, the small town county seat, or the upscale side of town-all nice.





So I go meet my field trainer today. His BOA was just wearing pants and a shirt w/o a tie. In the lobby, I kid you not, he had a plastic tree with fake money hanging from it. His conference room was also his storage room with paper scraps from the shredder all over the floor. The only non-Jones picture was his college diploma.



He had gone through that St. Louis training program so he took over an existing branch. After about 2 years he is a segment 2, doesn't door knock, only prospects through direct mail to new movers and a little bit with buisnesses, and gets a few referrels (sp?). His appointment calendar for this week had two entries, and one of those was a hand holding appointment!



Yo dawg, don't be hatin' on the money tree son! That mess is awesome!



He said he needs to do more prospecting but just hasn't gotten up the nerve.



Oh Lord, this is the guy that I'm supposed to learn from????



I think I'll be learning what not to do!
Feb 12, 2009 8:41 pm
BEWARE....This is a troll!!!!   Seg 2 Broker's are not Field Trainers...Just another hater trying to bash...that's ok...we're still here, highly capitalized....not a bank nor bank owned.  From where I sit it's pretty good to be with Jones right now! 
 
 
 
wannabefa:

OK, I just had to share this, but let me give a little background first. I'm going through Jones's training. Yeah, I checked others but liked Jones the best. I had visited several Jones offices in my area before accepting and was pleased with all of them: well kept, professional, it didn't matter if it was the middle class suburb, the small town county seat, or the upscale side of town-all nice.

 
So I go meet my field trainer today. His BOA was just wearing pants and a shirt w/o a tie. In the lobby, I kid you not, he had a plastic tree with fake money hanging from it. His conference room was also his storage room with paper scraps from the shredder all over the floor. The only non-Jones picture was his college diploma.
 
He had gone through that St. Louis training program so he took over an existing branch. After about 2 years he is a segment 2, doesn't door knock, only prospects through direct mail to new movers and a little bit with buisnesses, and gets a few referrels (sp?). His appointment calendar for this week had two entries, and one of those was a hand holding appointment!
 
He said he needs to do more prospecting but just hasn't gotten up the nerve.
 
Oh Lord, this is the guy that I'm supposed to learn from????
 
I think I'll be learning what not to do!
Feb 12, 2009 8:50 pm
Hey Kool-Aid:
BEWARE....This is a troll!!!! Seg 2 Broker's are not Field Trainers...Just another hater trying to bash...that's ok...we're still here, highly capitalized....not a bank nor bank owned. From where I sit it's pretty good to be with Jones right now!







[quote=wannabefa]

OK, I just had to share this, but let me give a little background first. I'm going through Jones's training. Yeah, I checked others but liked Jones the best. I had visited several Jones offices in my area before accepting and was pleased with all of them: well kept, professional, it didn't matter if it was the middle class suburb, the small town county seat, or the upscale side of town-all nice.





So I go meet my field trainer today. His BOA was just wearing pants and a shirt w/o a tie. In the lobby, I kid you not, he had a plastic tree with fake money hanging from it. His conference room was also his storage room with paper scraps from the shredder all over the floor. The only non-Jones picture was his college diploma.



He had gone through that St. Louis training program so he took over an existing branch. After about 2 years he is a segment 2, doesn't door knock, only prospects through direct mail to new movers and a little bit with buisnesses, and gets a few referrels (sp?). His appointment calendar for this week had two entries, and one of those was a hand holding appointment!



He said he needs to do more prospecting but just hasn't gotten up the nerve.



Oh Lord, this is the guy that I'm supposed to learn from????



I think I'll be learning what not to do!

[/quote]





Actually that is not true that Seg 2's are not field trainers. Whether this guy is a troll or not. Before I left, if you were at 100% of standard and a Seg 2, you could become a field trainer. In fact, we had two guys in our region who were. Both left the firm six months after that.



Feb 12, 2009 10:01 pm

Nope, not a troll. Just a guy gettin' ready to bust his tail to make it in this buisness that thought a "money tree" and non-prospecting FA trainer was too absurd to keep to myself.

Feb 12, 2009 10:26 pm

What's the EJ payout these days anyway? I keep hearing different things. Of course I am sure it is hard to tell for sure. Most think the overhead is paid, but I understand they take up to 60% off the top. That sounds like overhead to me.

Feb 12, 2009 10:29 pm

When I left it averaged around 38% depending on what you were selling.

Feb 13, 2009 9:03 am

Field Trainers can be segment 2.  I ran into that myself.  If your FT does not do his job, start askin around and see if you can change it around to someone else.

Feb 13, 2009 10:14 am
schlemoc:

Field Trainers can be segment 2.  I ran into that myself.  If your FT does not do his job, start askin around and see if you can change it around to someone else.

 
Agreed. My FT was not bad, just a drastically different personality than me. I took what I could learn (a lot of it is just office operations anyway), and tried to get what I could from others in my region too. In fact, no matter who your FT is and how successful they are (or not so), you should leverage all the willing FA's in your region to learn from them.
 
As my FT told me early on, "it will be your business, so take what you can use".
Feb 13, 2009 10:15 am

I'm a Groupie now!

Feb 13, 2009 11:43 am

Learn what you can from your FT, but be picking the brains of every successful veteran in your region.  Everyone runs their office/business differently.  What works for them, may not for you.  Regardless, you have to implement.  They can give you the best ideas in the world, but if you don't use them, they're worthless.

Feb 13, 2009 12:11 pm

My field trainer was great.  I was lucky.  But for the most part, the field trainer role is more of an operations thing.  I probably spent more time with the BOA learning about opening accounts, how to use the system, etc.  If you think you are going to learn everything there is to know from a few sessions with a field trainer, you are mistaken.  A good mentor is much more valuable for learning about the "sales" aspect of the business.   So be more particular about who you choose to partner with for a mentor than your field trainer.

Feb 13, 2009 5:22 pm

Well, just remember he's doing it for free so try and learn what you can.  They really shouldn't be letting him do field training though, as it appears he's struggling as well.

 
FWIW, last week I visited a segment 5, 1 million dollar + producer, and his office was nicer than the nicest doctor's office I've ever been in.  His conference room was like a theatre, with a V-shaped board table and nice high chairs.  On the wall was a 52 in TV.  It had three offices, a kitchen and two bathrooms.  No fake money trees.
 
Just remember, every company and every town has it's share......
Feb 13, 2009 8:29 pm
wp_fan:

last week I visited a segment 5, 1 million dollar + producer, and his office was nicer than the nicest doctor's office I've ever been in. His conference room was like a theatre, with a V-shaped board table and nice high chairs. On the wall was a 52 in TV. It had three offices, a kitchen and two bathrooms. No fake money trees.





Did John Thain help him decorate?

Feb 13, 2009 8:37 pm
mojo99:
wp_fan:

last week I visited a segment 5, 1 million dollar + producer, and his office was nicer than the nicest doctor's office I've ever been in.  His conference room was like a theatre, with a V-shaped board table and nice high chairs.  On the wall was a 52 in TV.  It had three offices, a kitchen and two bathrooms.  No fake money trees.



Did John Thain help him decorate?

 
I suppose since he spent his own money, it doesn't matter.
Feb 14, 2009 11:57 am
wannabefa:
OK, I just had to share this, but let me give a little background first. I'm going through Jones's training. Yeah, I checked others but liked Jones the best. I had visited several Jones offices in my area before accepting and was pleased with all of them: well kept, professional, it didn't matter if it was the middle class suburb, the small town county seat, or the upscale side of town-all nice.

 
So I go meet my field trainer today. His BOA was just wearing pants and a shirt w/o a tie. In the lobby, I kid you not, he had a plastic tree with fake money hanging from it. His conference room was also his storage room with paper scraps from the shredder all over the floor. The only non-Jones picture was his college diploma.
 
He had gone through that St. Louis training program so he took over an existing branch. After about 2 years he is a segment 2, doesn't door knock, only prospects through direct mail to new movers and a little bit with buisnesses, and gets a few referrels (sp?). His appointment calendar for this week had two entries, and one of those was a hand holding appointment!
 
He said he needs to do more prospecting but just hasn't gotten up the nerve.
 
Oh Lord, this is the guy that I'm supposed to learn from????
 
I think I'll be learning what not to do!
I just read your post...I have yet to read anyone else's reply yet, but I felt like I should share. I just met FT the other day. Nice guy, very professional, clean office, Seg 4. I think I'll keep him. YOU, on the other hand, should definitely ditch your FT and request a new one. And yes...you can do that. There's an old saying, "You are the average of the five people you spend the most time with." You are going to be spending a lot of time with this guy.
 
Do what's best for you...not him.
Feb 14, 2009 7:49 pm

[quote=Hey Kool-Aid]

BEWARE....This is a troll!!!!   Seg 2 Broker's are not Field Trainers...Just another hater trying to bash...that's ok...we're still here, highly capitalized....not a bank nor bank owned.  From where I sit it's pretty good to be with Jones right now! 
 
 

But everyone in the industry still thinks you guys are unsophisticated advisors, and belong to a cult like partnership....You guys are just weird. That's all.
 
How's American Funds A share portfolios holding up?  Or better yet LA Bond Debenture.  Every account I take from Jones is the same, American Funds/LA and 30 year muni's...
 
Feb 14, 2009 7:51 pm
Baba Booey:

[quote=Hey Kool-Aid]

BEWARE....This is a troll!!!!   Seg 2 Broker's are not Field Trainers...Just another hater trying to bash...that's ok...we're still here, highly capitalized....not a bank nor bank owned.  From where I sit it's pretty good to be with Jones right now! 
 
 

But everyone in the industry still thinks you guys are unsophisticated advisors, and belong to a cult like partnership....You guys are just weird. That's all.
 
How's American Funds A share portfolios holding up?  Or better yet LA Bond Debenture.  Every account I take from Jones is the same, American Funds/LA and 30 year muni's...