Names for your firm?

Jun 14, 2007 2:51 pm

I can't wait for some of the fun responses we're going to get on this one, but I would also hope for some serious ones as well.  What do you independents out there name your firms? 

Say my name is John Smith.

Smith Financial or Smith Investments are leading the race at the moment. 

Smith Wealth Management did not get approved by compliance. 

Jun 14, 2007 2:54 pm

I use Smith Financial Group.

Jun 14, 2007 3:01 pm

I am a Financial Advisor for the Green Machine.  We are ranked #1 in customer service.  After all, soylent green is people.

Jun 14, 2007 3:07 pm

I tried for "Truth Financial" and a few others along those lines, they got thwacked.

I absolutely did NOT want a "MY NAME" firm, I think it shows a lack of imagination and foresight that makes my skin crawl.

If you are looking to be a one man shop your whole existence then by all means, go the way of the local plumber and house painter and apple farmer and Smith of all trades.

That having been said, I chose to make the name of my firm be what my name MEANS (it happens to be a good thing, depending on which way you look at it). That way I can take the pride in having my name and my heritage on the door, but my associates don't need to feel the weight of my name and the questions of their clients when their name was going to be added.

Jun 14, 2007 3:19 pm

[quote=Whomitmayconcer]

I tried for "Truth Financial" and a few others along those lines, they got thwacked.

I absolutely did NOT want a "MY NAME" firm, I think it shows a lack of imagination and foresight that makes my skin crawl.

If you are looking to be a one man shop your whole existence then by all means, go the way of the local plumber and house painter and apple farmer and Smith of all trades.

That having been said, I chose to make the name of my firm be what my name MEANS (it happens to be a good thing, depending on which way you look at it). That way I can take the pride in having my name and my heritage on the door, but my associates don't need to feel the weight of my name and the questions of their clients when their name was going to be added.

[/quote]

Interesting strategy.  Although I hope it's not too off the wall.  We have a couple of groups in our town with strange names and when I hit up their clients for business most of them can't even recall what the name of the firm IS.  Just their advisor.  Keep it simple at least.

Jun 14, 2007 3:23 pm

"I use Smith Financial Group"

"Group" probably won't make it through your compliance if you don't have other producers as part of your DBA.

Jun 14, 2007 3:28 pm

i'm not indy, not even considering it at this point, but i know this much:

the following words will not be in the name if i ever do go that route:

AMERICAN

EAGLE

FIRST

PINNACLE

PREMIER

PRINCIPAL

TOP NOTCH

TOP BRASS

(I have seen all of these before, might as well call it "Broken Record Investments")

Jun 14, 2007 3:50 pm

“The???Financial Group”

Jun 14, 2007 4:07 pm

[quote=anonymous]

"I use Smith Financial Group"

"Group" probably won't make it through your compliance if you don't have other producers as part of your DBA.

[/quote]

Really? I've got bad news for you...it sailed right through. That was a really stupid comment.

Jun 14, 2007 4:18 pm

BH, I don't have any doubt that it will sail through with some B/D's.   This is why I said "probably".  It depends on the B/D.  I was unable to use "group" when I set up mine.

Jun 14, 2007 4:36 pm

Onlygoinup Group

Jun 14, 2007 4:54 pm

I love my firm name...doesn't include my name and it's been a hit with clients and prospects alike.  If I share it with you, I'd have to kill you though...

I'll give you this...I chose a name that projects strength and wealth and there's no question what I do for a living.

...and no, it doesn't include a famous name like Rockefeller...

Jun 14, 2007 5:08 pm

Gad12,

Yeah, mine is pretty simple, and catchy too.

Jun 14, 2007 5:08 pm

Mine is uses an inclusion and variation of historical and natural features of our area, with Financial Services in the name.

I also didn't want My Name Financial Group or anything like that, because at some point I plan to retire and sell the business.  Who would want to buy Dust Bunny Financial Group if that wasn't their name too

Jun 14, 2007 11:57 pm

[quote=Dust Bunny]

Mine is uses an inclusion and variation of historical and natural features of our area, with Financial Services in the name.



I also didn’t want My Name Financial Group or anything like that, because at some point I plan to retire and sell the business. Who would want to buy Dust Bunny Financial Group if that wasn’t their name too

[/quote]



I think they may have gone for Babbling Looney Financial Group, tho
Jun 15, 2007 12:05 am

[quote=anonymous]

BH, I don't have any doubt that it will sail through with some B/D's.   This is why I said "probably".  It depends on the B/D.  I was unable to use "group" when I set up mine.

[/quote]

The stupid part of your comment was the fact that you think I just made it up and had yet to submit it. Other than that, you're brilliant.

Jun 15, 2007 1:47 am

[quote=Ashland] [quote=Dust Bunny]

Mine is uses an inclusion and variation of historical and natural features of our area, with Financial Services in the name.


I also didn't want My Name Financial Group or anything like that, because at some point I plan to retire and sell the business.  Who would want to buy Dust Bunny Financial Group if that wasn't their name too

[/quote]

I think they may have gone for Babbling Looney Financial Group, tho :)[/quote]

Could be. Plus there would be a select group of weird clientele that would like the name as well.  Hmmm.  Food for thought  

Jun 15, 2007 2:22 am

Lets do it together Financial Group,  I ain’t stupid Wealth management, My Sisters Hot Brokerage, Jones and Edwards Investments, I want to golf all the time Financial

Jun 15, 2007 2:36 am

[quote=Dust Bunny] [quote=Ashland] [quote=Dust Bunny]

Mine is uses an inclusion and variation of historical and natural features of our area, with Financial Services in the name.



I also didn’t want My Name Financial Group or anything like that, because at some point I plan to retire and sell the business. Who would want to buy Dust Bunny Financial Group if that wasn’t their name too



[/quote] I think they may have gone for Babbling Looney Financial Group, tho :)[/quote]



Could be. Plus there would be a select group of weird clientele that would like the name as well. Hmmm. Food for thought

[/quote]



Nah - it would be too much like watching CNBC…
Jun 15, 2007 2:54 am

[quote=Whomitmayconcer]

I absolutely did NOT want a "MY NAME" firm, I think it shows a lack of imagination and foresight that makes my skin crawl.

[/quote]

Mr. Smith, Mr. Barney, Mr. Merrill, Mr. Lynch, Mr. Pierce, Mr. Finner, Mr. Smith[2], Mr. Goldman, Mr. Sachs, Mr. Morgan, Mr. Stanley, Mr. Bernstein, Mr. Sterns, Mr. Fisher, Mr. Raymond, Mr. James, Mr. Jones, Mr. Edwards, Mr. Waddell, and Mr. Reed might have an objection to your foresight comment.

Jun 15, 2007 2:56 am

BTW I probably shouldn’t be a smartass until I know whether or not Raymond is actually a first name or not.

Jun 15, 2007 4:21 am

[quote=bspears]Onlygoinup Group[/quote]



Falling Knife Investments.

Jun 15, 2007 3:12 pm

[quote=drewski803][quote=Whomitmayconcer]

I absolutely did NOT want a "MY NAME" firm, I think it shows a lack of imagination and foresight that makes my skin crawl.

[/quote]

Mr. Smith, Mr. Barney, Mr. Merrill, Mr. Lynch, Mr. Pierce, Mr. Finner, Mr. Smith[2], Mr. Goldman, Mr. Sachs, Mr. Morgan, Mr. Stanley, Mr. Bernstein, Mr. Sterns, Mr. Fisher, Mr. Raymond, Mr. James, Mr. Jones, Mr. Edwards, Mr. Waddell, and Mr. Reed might have an objection to your foresight comment.

[/quote]

They might, why don't you bring it up next time you're trying to sell them a pair of High Button Shoes?

Jun 15, 2007 6:48 pm

How many major investment firms DON’T have names in the title?

Jun 15, 2007 6:49 pm

[quote=Beagle]How many major investment firms DON'T have names in the title?
[/quote]

Ameriprise.

Jun 15, 2007 7:06 pm
Bobby Hull:

[quote=Beagle]How many major investment firms DON’T have names in the title?

Ameriprise.

[/quote]

I said major - should have said professional. 
Jun 15, 2007 7:27 pm

Naming a firm after yourself is like "self praise".

I know that we all know know that "self praise is like no praise at all"

And yet some people think "There's no praise like self praise"!

After I've built this up to a multi branch firm with 50 brokers working for me, I'll consider letting the Board of Directors change the name of the firm to honor me.

Jun 15, 2007 8:06 pm

[quote=Whomitmayconcer]

Naming a firm after yourself is like "self praise".

I know that we all know know that "self praise is like no praise at all"

And yet some people think "There's no praise like self praise"!

After I've built this up to a multi branch firm with 50 brokers working for me, I'll consider letting the Board of Directors change the name of the firm to honor me.

[/quote]

It can have benefits.  In our fairly small community my family name is quite well known.  It brings some name recognition that I find valuable.

Jun 15, 2007 8:58 pm

[quote=Whomitmayconcer]

Naming a firm after yourself is like “self praise”.



I know that we all know know that "self praise is like no praise at all"



And yet some people think “There’s no praise like self praise”!



After I’ve built this up to a multi branch firm with 50 brokers working for me, I’ll consider letting the Board of Directors change the name of the firm to honor me.

[/quote]



Who is John Galt? He might disagree with you and he stopped the motor of the world. First person to guess correctly(as long it’s not Bobby Hull because you can’t argue with perfection!    ) wins a free financial consultation from Ashland Wealth Management, LLC.
Jun 15, 2007 9:30 pm

Libertarianism is the stoopidist of political theories!

Jun 15, 2007 9:34 pm

One thing I do NOT want is a financial review from a guy who holds that all regulation ought to be free market regulation!

Gad12, I got around that by having my 800 number be 1 866 MYNAME.

I put it on banner type ads where locals that will know my name might see it, and then just use the numbers elsewhere.

Jun 15, 2007 9:37 pm

[quote=Ashland] [quote=Whomitmayconcer]

Naming a firm after yourself is like "self praise".


I know that we all know know that "self praise is like no praise at all"


And yet some people think "There's no praise like self praise"!


After I've built this up to a multi branch firm with 50 brokers working for me, I'll consider letting the Board of Directors change the name of the firm to honor me.

[/quote]

Who is John Galt? He might disagree with you and he stopped the motor of the world. First person to guess correctly(as long it's not Bobby Hull because you can't argue with perfection!    ) wins a free financial consultation from Ashland Wealth Management, LLC.[/quote]

Atlas Shrugged.

Jun 15, 2007 9:44 pm

I got it first!

Jun 15, 2007 9:50 pm

No, Whomit… you didn’t. Bobby won…   



Bobby - you are truly all by yourself, outstanding in your field.



Whomit - I’m not a libertarian, and I haven’t read Ayn Rand since high school. It was good trivia for a moment there, tho.

Jun 17, 2007 6:49 pm

[quote=gad12]

I can't wait for some of the fun responses we're going to get on this one, but I would also hope for some serious ones as well.  What do you independents out there name your firms? 

Say my name is John Smith.

Smith Financial or Smith Investments are leading the race at the moment. 

Smith Wealth Management did not get approved by compliance. 

[/quote]

I like "Brass Balls Financial"  and these mottos:

1)   Some people just play with their balls and others are waiting for their balls to drop but we make things happen here because WE ARE Brass Balls.

2)  Brass Balls Financial...because you don't have time to play with your balls or wait for your balls to drop.

Jun 17, 2007 9:35 pm

[quote=menotellname][quote=gad12]

I can't wait for some of the fun responses we're going to get on this one, but I would also hope for some serious ones as well.  What do you independents out there name your firms? 

Say my name is John Smith.

Smith Financial or Smith Investments are leading the race at the moment. 

Smith Wealth Management did not get approved by compliance. 

[/quote]

I like "Brass Balls Financial"  and these mottos:

1)   Some people just play with their balls and others are waiting for their balls to drop but we make things happen here because WE ARE Brass Balls.

2)  Brass Balls Financial...because you don't have time to play with your balls or wait for your balls to drop.

[/quote]

Meno, do you remember that website that you had with your picture and all of those nasty things you said about what you like to do with women? I think you mentioned something about "balls" on that site.

Jun 17, 2007 11:13 pm

[quote=Bobby Hull][Meno, do you remember that website that you had with your picture and all of those nasty things you said about what you like to do with women? I think you mentioned something about “balls” on that site.

[/quote]

*crickets chirping*

Jun 17, 2007 11:17 pm

[quote=menotellname][quote=Bobby Hull][Meno, do you remember that website that you had with your picture and all of those nasty things you said about what you like to do with women? I think you mentioned something about “balls” on that site.

[/quote]

*crickets chirping*

[/quote]

Did you know that "cricket" is a term for Slave-Americans.