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Nov 30, 2007 3:25 pm

I appreciate your nice comments broker24.  I work very hard in developing my postings, with many of them rewritten several times.  I take my inspiration from a man I met while hiking in Ghana.  He had so many great thoughts and was so fluid with his stories, I was just so inspired.  It wasn't unti I found this beautiful forum, in Feb of 06, that I began to put together small inspirational postings. 

Iwill continue to post as long as there are needy brokers who need to hear the truth.  As Jack said "you can't handle the truth!!! and some can't. I report from outside the cult camp.    Sincerely,   Bspears
Nov 30, 2007 4:36 pm

[quote=bspears]

I appreciate your nice comments broker24.  I work very hard in developing my postings, with many of them rewritten several times.  I take my inspiration from a man I met while hiking in Ghana.  He had so many great thoughts and was so fluid with his stories, I was just so inspired.  It wasn't unti I found this beautiful forum, in Feb of 06, that I began to put together small inspirational postings. 

Iwill continue to post as long as there are needy brokers who need to hear the truth.  As Jack said "you can't handle the truth!!! and some can't. I report from outside the cult camp.    Sincerely,   Bspears[/quote]  
Nov 30, 2007 9:44 pm

[quote=MISS JONES] 

I could see how you might not know who Lisa Pelikan is if you don't do a lot in the fee based world.. The BIG producers at AGE that use Fee based would.. You could ask those people if you really cared to know. Just a thought-  Miss J [/quote]

I know you had no way of knowing this, Miss Jones, but I AM one of those people to whom you refer, and I'm afraid her name means nothing to me.

Again, that is not to say she wasn't key in developing the fee based programs, but she wasn't one of the folks who interfaced with the FCs who actually used those programs.   Could very well be that those people reported to her, for all I know.  I don't expend much energy studying the names of Home Office folks.  Not enough hours in the day for such non-essentials.

I have no horse in this race, my dear Miss Jones.   My only point was that her name is not a prominent one TO ME.  Doesn't mean she wasn't a key player.  But it is also possible there's just a wee touch of PR and rallying the troops stuff going on as well. 

Either way, who really cares?  If she delivers the goods for you, that's all that matters.  Good luck to you!
Nov 30, 2007 10:30 pm

boy you must have a winner with lisa what’s her f@cking name. you’re gonna have the best darn fee based platform in the world. kinda like your sales force huh? she sounds like a keeper! big f@cking deal!

Dec 1, 2007 4:03 am
MISS JONES:

[quote=apex01][quote=Morphius]

Having been with AGE for most of the recent years, though, I have one comment: Lisa WHO? 

  With her ability to leave a lasting impression like this I can see what you're all so excited about![/quote]   I could see how you might not know who Lisa Pelikan is if you don't do a lot in the fee based world.. The BIG producers at AGE that use Fee based would.. You could ask those people if you really cared to know. Just a thought-   Miss J[/quote] I am 70% fee based thru our advisory models and I say, "Lisa Who?"
Dec 1, 2007 5:35 am

I have been at AGE almost 9 years and do alot of Fee Based…never heard of Lisa Pelican!

Dec 1, 2007 8:12 pm

You guys are just big fat liars.  Lisa is the best and your jealous of her and her accomplishments.  SHE INVENTED FEE BASED PLATFORMS…along with the internet.  COME ON…LISA PELICAN…LISA PELICAN.  ARE YOU TELLING US…HER NAME DOESN"T RING A BELL…L I S A   P E L I C A N…

Dec 2, 2007 5:31 am

[quote=MISS JONES]Just an update…

  For all of those wondering.. Lisa Pelican who designed AGE's platform is the one creating ours. That gives ME a lot of hope. She has an ETA of March or May 2008. I cannot remember what month I heard.. All I remember was the month started in "M". She brought over her team from AGE and they are in the process of getting ours up and running.  I have a lot of respect for AGE so I am excited that Jones sought her out and she is in charge.   Miss J  [/quote]

I was at AGE until the Wacho deal. Their Fee-based platform is good, but nothing cutting-edge, but not behind anyone either. I liked their American Funds and Franklin Templeton-centric wrap mutual fund program. I'm sure the EDJ guys and gals with appreciate AmFunds.
Dec 2, 2007 1:30 pm

Sedona,

Where are you headed? You left way to soon in my humble opinion..What about the Wachovia deal is most troublesome to you?
Dec 4, 2007 4:19 pm

[quote=Morphius] [quote=MISS JONES] 

I could see how you might not know who Lisa Pelikan is if you don't do a lot in the fee based world.. The BIG producers at AGE that use Fee based would.. You could ask those people if you really cared to know. Just a thought-  Miss J [/quote]

I know you had no way of knowing this, Miss Jones, but I AM one of those people to whom you refer, and I'm afraid her name means nothing to me.

Again, that is not to say she wasn't key in developing the fee based programs, but she wasn't one of the folks who interfaced with the FCs who actually used those programs.   Could very well be that those people reported to her, for all I know.  I don't expend much energy studying the names of Home Office folks.  Not enough hours in the day for such non-essentials.

I have no horse in this race, my dear Miss Jones.   My only point was that her name is not a prominent one TO ME.  Doesn't mean she wasn't a key player.  But it is also possible there's just a wee touch of PR and rallying the troops stuff going on as well. 

Either way, who really cares?  If she delivers the goods for you, that's all that matters.  Good luck to you!
[/quote]   I agree with you.. Who cares.. This post was really for the Jones people that may not be aware of who was in charge of our new platform.. Nothing more.. Thanks for the comments..  Much love!   Miss J
Dec 4, 2007 5:00 pm

Miss Jones…Why do you have to be so flirty?  And where is my “Much love”?

Dec 4, 2007 6:27 pm

Sorry to rain on your parade but, Miss Pelican or who ever takes control will only be as good as Jones lets him/her to be.

Bottom line it has to benefit Jones (GP's) more then clients!    If it fails to do this nothing will not fly.  You have to admit Jones is at least ten years behind on this platform!     Good luck!
Dec 5, 2007 1:24 am

Forget the fee based platform.  I cant wait to hear about the UMA they will be rolling out next year.  It's called FFACX with 35pb payout.  KAAACHING!!!!!!!!

  IT IS AAALIVE!!!!!!!!!!
Dec 5, 2007 1:46 pm

[quote=exdrone]

Forget the fee based platform.  I cant wait to hear about the UMA they will be rolling out next year.  It's called FFACX with 35pb payout.  KAAACHING!!!!!!!!

  IT IS AAALIVE!!!!!!!!!![/quote]   Hey, I like that fund!
Dec 6, 2007 5:08 am

I cant imagine jones with real advisory platform.  Are they actually going to build a mutual fund research dept?  Are they going to give the IRFAs discretion? 

Dec 6, 2007 1:15 pm

I must ask once again why Edward Jones needs a fee based platform.



The Edward Jones niche, from what I’ve seen, is the lower end, unsophisticated investor. Given the business model, the off-site supervision and lack of training this is how it must be. How then will their demographic benefit from a fee based account? On the cost side, all things being equal, how will they compete with say Mother Merrill from a cost standpoint without a deep discount, given their extreme disadvantage on the services side?   It would seem that the only reason Jones is considering the platform is to play follow the leader, and I think it’s a misstep for them.

Dec 6, 2007 2:50 pm

[quote=Philo Kvetch]I must ask once again why Edward Jones needs a fee based platform.



[/quote]

To make more money.  Why does everyone else like the fee based platform?

Dec 6, 2007 2:59 pm

Max-

    Are you implying that the philanthropic GP's have held back from the fee based platform because they didn't want to make "more" money?   And you claim I fell off the turnip truck!   Dude.... you are perfect for Jones. 
Dec 6, 2007 3:37 pm

[quote=footsoldier]Max-

    Are you implying that the philanthropic GP's have held back from the fee based platform because they didn't want to make "more" money?   And you claim I fell off the turnip truck!   Dude.... you are perfect for Jones. [/quote]   No I'm not implying that at all.
Dec 6, 2007 6:49 pm

Gosh- It’s moments like this that I just know I LOVE working at Jones!  

  Miss J