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ACAT's getting easier?

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Feb 12, 2009 6:58 am
Indyone:

[quote=rankstocks]…check scanning at the branch rolling out this summer…



I looked at this one twice because I didn’t believe what I was seeing. LPL indicated that this was in the works over three years ago. Last time I asked about it, they acted like it was a pipe dream. If Jones beats LPL on this one…[/quote]



Ya know…if you sold more EIA’s it wouldn’t matter…you could just tape a note to a dog and watch the checks roll in…send couriers all over town to pick up the money…
Feb 12, 2009 3:16 pm

I just ACATed the whole State of New York police pension plan, State Teachers Retirement fund for 36 states, man I’m great! Look at me!

Feb 12, 2009 3:22 pm
outofjail:

I just ACATed the whole State of New York police pension plan, State Teachers Retirement fund for 36 states, man I’m great! Look at me!

  Congrats Jail!  How do you get into those large pension plans?  I sure hope to prospect them myself soon! 
Feb 12, 2009 3:25 pm

First I take them an old Tax Survival kit with stale doughnuts,  give them some Putnam pens and ask the what their favorite pizza topping is. Then I tell them how old Edwards and Jones is ( 13,000 BC) The rest just seems to happen.

Feb 12, 2009 3:28 pm

[quote=outofjail]First I take them an old Tax Survival kit with stale doughnuts,  give them some Putnam pens and ask the what their favorite pizza topping is. Then I tell them how old Edwards and Jones is ( 13,000 BC) The rest just seems to happen.[/quote]

  Thanks for the advice!  I think I still have a few of those old donut boxes around.  Taking a pizza to the CPAs during tax time is a great idea also.  Think I'll try that one too.  Hungry Howie's has a special going now for $20 you can get two large two item pizzas!
Feb 12, 2009 3:30 pm
Gone Indy:

[quote=outofjail]First I take them an old Tax Survival kit with stale doughnuts,  give them some Putnam pens and ask the what their favorite pizza topping is. Then I tell them how old Edwards and Jones is ( 13,000 BC) The rest just seems to happen.

  Thanks for the advice!  I think I still have a few of those old donut boxes around.  Taking a pizza to the CPAs during tax time is a great idea also.  Think I'll try that one too.  Hungry Howie's has a special going now for $20 you can get two large two item pizzas! [/quote] Well if your from Edwards and Jones you can give them the pizza an you as the employee get the PEPPERONI!!!!!!
Feb 12, 2009 3:33 pm

Oh, wait a minute! I just ACATed in Pizza Huts Pension plan........I'm great.

Feb 12, 2009 3:44 pm

OMG, United Arab Emirates are on the phone, they want me to take over all their money…look at me!

Feb 12, 2009 4:16 pm

I’m still trying to decide if these are more annoying or funny.  I’ll have to admit, they are funnier than the first batch…

Feb 12, 2009 5:44 pm

Bill Gates just called, he wants to xfer his account to me!!!YIPPIE!!!

Feb 12, 2009 5:47 pm
Indyone:

I’m still trying to decide if these are more annoying or funny. I’ll have to admit, they are funnier than the first batch…



I'm sorry Indy, these are hilarious!
Feb 12, 2009 6:42 pm

Just got off the phone with Buffett, well you know “the rest of the story”.

Feb 12, 2009 7:20 pm

A Rod’s one line 2, he and Madonna will be moving their money into my office at the strip mall.

Feb 12, 2009 7:24 pm

ok. now they are getting old.

Feb 12, 2009 7:49 pm

10-4 Moron

Feb 12, 2009 11:09 pm

That one was funny jail.



Thought I would pick up on rankstocks little thread before I go on my Jones complaining thread.



This story is priceless: So I run into one of my wife’s colleagues’ husband (I know that’s convoluted, but work with me) last week. I met this guy at a dinner party and spoke to him for a while about a year ago concerning how I was planning on leaving Jones and this is why, blah, blah, blah.



Anyway, when I ran into him last week on a run, he mentions that he’s not thrilled with his investments and wanted to know if I’d take a look at his stuff. I told him sure, no problem and no fee for a friend of my wife’s. He comes in today with his statements and says he just wants to transfer it all, with no look no advice on what I think he should do. I told him we could do that.



As we were filling out his $1.2 mil transfer I noticed something hilarious on the Edward Jones statements - they had my former regional leaders’ name on them.

Feb 13, 2009 3:56 am

Geez…first page of this thread we are celebrating Rankstocks’ good fortune to ACAT that account over from Merrill, and you didn’t even give him a chance to work his magic…

Feb 13, 2009 4:03 am

No way - rank can’t be… no… is that you …

Feb 13, 2009 4:09 am

Never mind, I just figured out that Rank only has about $80 MM under management. My old regional leader had close to $300MM. But I’m peeling it away, one dissatisfied customer at a time!

Feb 13, 2009 2:06 pm

Right now, I’d take an $80 million book and I suspect many of us would.  All kidding aside, I don’t always see eye to eye with Rankstocks, but there’s no question that he understands how to prospect and build a business.