Where to go?

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Aug 7, 2005 1:35 am

I am an indy/insurance rep. Have seen enough of the "life insurance is the only answer" stuff. Am interviewing with UBS...SB...ML...and Piper.



Am half done with CFP.



I live in a smaller market in the west. Any sage advice about who is better assuming I get some offers?



Aug 7, 2005 7:55 pm

Piper is definitely not better than the rest you've mentioned. 



However, Piper has its share of successful, high-producing reps.



Right now I'd have to say stay away from Piper.  They've not been
doing all that well.  And with the appetite for acquisition in
this industry, Piper is not the stable environment that you'll need to
start your career.



It would really suck to start your career with a company that gets
acquired by a bigger firm where you won't make the cut and will be
fired.

Aug 7, 2005 10:57 pm

i appreciate the heads up. this is such a learning experience. I had 3 interviews this week, ubs, piper, sb. ml 2 wks ago. two of these outfits want me to prepeare a business plan for them. is that normal? standard? they all say you will need to "meet my boss" and he will be here in 2 wks...



as far a glossy brochures and "we do the right thing for the client" stuff, i don't see too much difference between them. Piper is smaller...1000 reps vs 10,000+ for the others. Tell me if i am wrong. as long as i can agree with corporate culture etc...relly i am picking the manager that will provide the greatest chance for my success? Is that accurate? At the end of the day, I have to produce...i know that. It's up to me to be successful. I appreciate your help!!

Aug 8, 2005 12:43 pm

Have you looked at Ray Jay?  Not sure if they have offices in your area.  Very happy here and many others on this site.  Good luck.

Aug 8, 2005 11:48 pm

have not looked at them. don't really know their story. are they indy, wire, insurance?

Aug 9, 2005 12:20 pm

 . . well when you check in to Reg. Rep website you can click on the ad at the top.  Actually, one of the GREAT things is that you can be indy and still be with RJ.  They were given the Platinum award from Forbes for having "Best Management" 10 years in a row.  Customer is #1.  Great training.  Tom James is FANTASTIC and smart.  Barron's named their Equity  Research department #1.  and on and on.  Oh, great training program.


One more VERY important thing.  Tom James and the President Dennis Zanck still have clients and businesses.  Check out the people at the top of ML and AGE, they have never even been FAs.


Good luck.


RJ may not be the biggest, but they are the best!!!

Aug 10, 2005 10:46 am
maybeeeeeeee:

 . . well when you check in to Reg. Rep website you can click on the ad at the top.  Actually, one of the GREAT things is that you can be indy and still be with RJ.  They were given the Platinum award from Forbes for having "Best Management" 10 years in a row.  Customer is #1.  Great training.  Tom James is FANTASTIC and smart.  Barron's named their Equity  Research department #1.  and on and on.  Oh, great training program.


One more VERY important thing.  Tom James and the President Dennis Zanck still have clients and businesses.  Check out the people at the top of ML and AGE, they have never even been FAs.


Good luck.


RJ may not be the biggest, but they are the best!!!




This has been a paid public announcement.  And now, back to our programming.  

Aug 10, 2005 12:42 pm

Truth hurts doesn't it.  If you have a problem, why don't you post the great things about the company you work for.  That is what this thread is about.