Names for your firm?
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.
I use Smith Financial Group.
I am a Financial Advisor for the Green Machine. We are ranked #1 in customer service. After all, soylent green is people.
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=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.
"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.
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")
“The???Financial Group”
[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.
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.
Onlygoinup Group
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...
Gad12,
Yeah, mine is pretty simple, and catchy too.
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=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=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.
[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
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
[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…
[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.
BTW I probably shouldn’t be a smartass until I know whether or not Raymond is actually a first name or not.
[quote=bspears]Onlygoinup Group[/quote]
Falling Knife Investments.
[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?
How many major investment firms DON’T have names in the title?
[quote=Beagle]How many major investment firms DON'T have names in the title?
[/quote]
Ameriprise.
[quote=Beagle]How many major investment firms DON’T have names in the title?
Ameriprise.
[/quote]I said major - should have said professional.
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=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.
[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.
Libertarianism is the stoopidist of political theories!
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.
[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.
I got it first!
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.
[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=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.
[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=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.
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