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Jun 25, 2009 12:46 pm

When I say the clients are MY clients that doesn't mean they are bound to me through some contract. That just means that I have a good enough relationship with them that probably 80% or more would go with me if I decided to make a move. 

Envision doesn't make the clients like or dislike Wells anymore than they already did, it just simply puts a plan infront of them.  They also know that it's just that, a  plan, and that plans change from time to time.  In no way does it bind them to the firm.

Jun 25, 2009 11:03 pm

None of the above.

Jun 27, 2009 12:42 am
Ferris Bueller:

No offense, but I don't think you can talk about how this program makes clients "stickier to the firm" considering that you don't know much about them. They no more bind the client to the firm than the ontrack planning software we had. You can keep trying to make your irrelevant point, but for those of us DOING the plans... it's quite clear this was a simple way of not getting their asses in a bind for offering retention.

 
How many envision plans did you do after the bonus announcement ? How many Ontracks did you do  at no cost to the client as part of the process because you  wanted to as a part of your service. 
If you did envision for your client after the bonus announcement and it was the first time or the first time in years you did something like this vs Ontrack....you are a ________
Jun 27, 2009 7:18 am
Ferris Bueller:

Oh sorry, you must have your own firm and seat on the exchange.

 
No.  Clients are free to use whatever custodian they wish.  We can monitor their accounts through Fidelity, TD Ameritrade or Etrade,  but they sign a contract with my firm and agree to pay a fee for service.
Jun 27, 2009 5:39 pm

My sister in law's cousin is sleeping with Danny's maid.  

And WFC IS NOW going to pay a retention!  Keep forefront
retro to dec.
Strump says  "sorry for the hassles"
 
Looks like 125k in gross is breakpoint
 
125-175   150%  cash
175-225   175%  cash
etc
 
12 month contracts Starting last dec.
Jun 28, 2009 12:47 am
Ferris Bueller:
Redpen:
Ferris Bueller:

No offense, but I don't think you can talk about how this program makes clients "stickier to the firm" considering that you don't know much about them. They no more bind the client to the firm than the ontrack planning software we had. You can keep trying to make your irrelevant point, but for those of us DOING the plans... it's quite clear this was a simple way of not getting their asses in a bind for offering retention.

 

How many envision plans did you do after the bonus announcement ? How many Ontracks did you do  at no cost to the client as part of the process because you  wanted to as a part of your service. 

If you did envision for your client after the bonus announcement and it was the first time or the first time in years you did something like this vs Ontrack....you are a ________



I did Ontrack from the first day it was brought into clientone. You get get off your high horse now.

 
Well, maybe I misunderstood your point FB but there are lots of ways in the Wach system to do portfolio or financial planning without using  Envision. I am sure there will be a spike of envision plans at the firm like they have never seen and it is only because the FC's have been paid to do so. If someone makes a chart of envision plans / ontrack five years back and then forward there will be a huge spike in 2009 that clearly corresponds with the money. Paying us to do something we used to do as part of the onging service doesn't seem right and getting us to sign a contract for all of this seems like a bad idea. 
Jun 28, 2009 3:37 pm
Redpen:
Ferris Bueller:
Redpen:
Ferris Bueller:

No offense, but I don't think you can talk about how this program makes clients "stickier to the firm" considering that you don't know much about them. They no more bind the client to the firm than the ontrack planning software we had. You can keep trying to make your irrelevant point, but for those of us DOING the plans... it's quite clear this was a simple way of not getting their asses in a bind for offering retention.

 

How many envision plans did you do after the bonus announcement ? How many Ontracks did you do  at no cost to the client as part of the process because you  wanted to as a part of your service. 

If you did envision for your client after the bonus announcement and it was the first time or the first time in years you did something like this vs Ontrack....you are a ________



I did Ontrack from the first day it was brought into clientone. You get get off your high horse now.

 
Well, maybe I misunderstood your point FB but there are lots of ways in the Wach system to do portfolio or financial planning without using  Envision. I am sure there will be a spike of envision plans at the firm like they have never seen and it is only because the FC's have been paid to do so. If someone makes a chart of envision plans / ontrack five years back and then forward there will be a huge spike in 2009 that clearly corresponds with the money. Paying us to do something we used to do as part of the onging service doesn't seem right and getting us to sign a contract for all of this seems like a bad idea. 



Wach FA's have been doing Envision's since it was released. Long before forefront. Many made them part of there practice and they are the ones growing ther practice.

Jun 28, 2009 11:56 pm

Hydeho, you ahve avery good point but AGE guys did not ask for the merger and until you turn or  get rid of all of us there will be no peace. getting an AGE guy to do envision and then sign the agreement is just going to make things worse.

Jun 29, 2009 7:58 pm
Redpen:

Hydeho, you ahve avery good point but AGE guys did not ask for the merger and until you turn or  get rid of all of us there will be no peace. getting an AGE guy to do envision and then sign the agreement is just going to make things worse.



Us old Wheat guys didn't ask for First Union/Wachovia/Wells, but you can play the cards you are dealt or fold and move on.

Jun 30, 2009 12:51 am
Hydeho:
Redpen:

Hydeho, you ahve avery good point but AGE guys did not ask for the merger and until you turn or get rid of all of us there will be no peace. getting an AGE guy to do envision and then sign the agreement is just going to make things worse.

Us old Wheat guys didn't ask for First Union/Wachovia/Wells, but you can play the cards you are dealt or fold and move on.





It took 4 years for all of the Pru guys to stop whining 'how great it was back at pru' once they got here...will it be the same thing with you AGE guys, too?



Absence truly makes the heart grow fonder: ironic how all we heard today is what a GREAT GUY michael jackson was...has it even been 12 months since he had to pay off the families for molesting the small boys??? Twisted world sometimes....

Jun 30, 2009 10:46 am
Wheat-ie:
Hydeho:
Redpen:

Hydeho, you ahve avery good point but AGE guys did not ask for the merger and until you turn or  get rid of all of us there will be no peace. getting an AGE guy to do envision and then sign the agreement is just going to make things worse.

Us old Wheat guys didn't ask for First Union/Wachovia/Wells, but you can play the cards you are dealt or fold and move on.



It took 4 years for all of the Pru guys to stop whining 'how great it was back at pru' once they got here...will it be the same thing with you AGE guys, too?

Absence truly makes the heart grow fonder: ironic how all we heard today is what a GREAT GUY michael jackson was...has it even been 12 months since he had to pay off the families for molesting the small boys??? Twisted world sometimes....

 
I think you are right on. Wachovia securities and Michael Jackson have a lot in common. The things that most of us think is abuse they think is normal. Michael had surgery after surgery to change himself on the outside but inside he was still a messed up guy. Wachovia owns a lipstick warehouse to mask how messed up they are.
Jun 30, 2009 11:51 pm

Just one more thing. Lots of people are and will be a success at the new wells fargo advisors firm, even if they get sold again.

But, Do you really want to give your business to them ?
 
Jul 2, 2009 12:04 pm

Why don't you all just go independent with LPL or Raymond James and cut out all the corporate BS?

Jul 4, 2009 1:18 pm

Wheat-ie.

 
I thought you worked for Danny......the more i read your posts Im convinced you ARE Danny.
 
Ws is GONE.    DL had a good idea but it FAILED.  
You now are part of the Borg-WFC.
The most cnservative, tight assed bank on the planet.
 
They are Strumpfs clients.   He will try to pay you like a teller.
 
Your in denial    Wheat-ie, my friend
Jul 6, 2009 12:08 am

Anybody hear what is going on at Tad edwards firm ?

Nov 15, 2009 7:45 pm

500?

Nov 17, 2009 1:19 am
Redpen:
Ferris Bueller:
Redpen:
Ferris Bueller:

No offense, but I don't think you can talk about how this program makes clients "stickier to the firm" considering that you don't know much about them. They no more bind the client to the firm than the ontrack planning software we had. You can keep trying to make your irrelevant point, but for those of us DOING the plans... it's quite clear this was a simple way of not getting their asses in a bind for offering retention.



How many envision plans did you do after the bonus announcement ? How many Ontracks did you do at no cost to the client as part of the process because you wanted to as a part of your service.

If you did envision for your client after the bonus announcement and it was the first time or the first time in years you did something like this vs Ontrack....you are a ________

I did Ontrack from the first day it was brought into clientone. You get get off your high horse now.



Well, maybe I misunderstood your point FB but there are lots of ways in the Wach system to do portfolio or financial planning without using Envision. I am sure there will be a spike of envision plans at the firm like they have never seen and it is only because the FC's have been paid to do so. If someone makes a chart of envision plans / ontrack five years back and then forward there will be a huge spike in 2009 that clearly corresponds with the money. Paying us to do something we used to do as part of the onging service doesn't seem right and getting us to sign a contract for all of this seems like a bad idea.





I just re-read this one. Sorry Ferris....High Horse comment accepted. However......I was right on with the " spike" comment as evidenced in how long it takes to get paid. Most conference calls have stated they had 2-3 times the participation expected.

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