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Mar 5, 2009 7:50 pm

[quote=wind3574]

Thanks Spiff. If you join the Chamber of Commerce with a membership of roughly 5000 people, door knock, have atleast 2 or 3 appts a week, mail letters, AND make phone calls I am pretty sure it can happen. Why?...Because I really am pulling those numbers. 

Spiff, you are forgetting the 3 months of door knocking, prior to my CSD. Add another 1000 to that......[/quote]   OK, since you add those in, you're definitely sandbagging.  You should be ashamed of yourself for the measley $2 mil you've brought in so far!    Your C of C has 5000 members?  Where's your office?  Manhattan? 
Mar 5, 2009 8:17 pm

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Mar 5, 2009 9:02 pm

[quote=Spaceman Spiff] What inconsistencies did he post? I went back to read them again, looking for any inconsistencies, and didn’t see anything jump off the page at me. Any inconsistencies you think you might be finding are words put in his mouth by other folks. Nobody caught him in any inconsistencies. You’re just finding it difficult to believe that 1) It could actually happen and 2) that it could actually happen to a Jones guy.



Let’s say wind is actually doing what Jones says and making 25 contacts a day. Every day, including Saturdays. That’s 150 conversations every week. If his CSD was the first week of January, he actually said “the beginning of the year”, and he’s kept up every day with his 25, that’s almost 9 full weeks of contacts. So, out of 1350 conversations you’re amazed that he’s transferred in 9 accounts? I’m actually amazed that if his process works as well as he says it does that he hasn’t brought in more assets. He must be sandbagging for the Shamrock Saturday promo.



Wind - keep up the good work. [/quote]



I’m shocked at the KIND of numbers. I’ll leave it alone after that. My guess is, if he really is pulling those numbers, he is doing more than 25 contacts a day. Also, like I said in a previous post, these threads and me talking about how he would change his story has occurred. I’m not amazed at the transfer of accounts, I am amazed that he “gets the statements right at the door”. I say good luck and God bless to wind.



If he’s really putting up the numbers, great. Personally, I think he’s full of it.



Also, define “conversation”. I remember the doorknocking days…
Mar 6, 2009 12:10 am

Prior post of Moraen said “RIA world is great”.  Is he an IAR or is he actually an RIA?  Doesn’t mean crap to me but I suspect he is not an RIA but an IAR.  Of course all of his posts would be “suspect” because of his inconsistencies. 

Mar 6, 2009 12:33 am

[quote=Moraen] [quote=Spaceman Spiff] What inconsistencies did he post?  I went back to read them again, looking for any inconsistencies, and didn’t see anything jump off the page at me.  Any inconsistencies you think you might be finding are words put in his mouth by other folks.  Nobody caught him in any inconsistencies.  You’re just finding it difficult to believe that 1) It could actually happen and 2) that it could actually happen to a Jones guy. 

 
Let's say wind is actually doing what Jones says and making 25 contacts a day.  Every day, including Saturdays.  That's 150 conversations every week.  If his CSD was the first week of January, he actually said "the beginning of the year", and he's kept up every day with his 25, that's almost 9 full weeks of contacts.  So, out of 1350 conversations you're amazed that he's transferred in 9 accounts?  I'm actually amazed that if his process works as well as he says it does that he hasn't brought in more assets.  He must be sandbagging for the Shamrock Saturday promo.
 
Wind - keep up the good work.  [/quote]

I'm shocked at the KIND of numbers. I'll leave it alone after that. My guess is, if he really is pulling those numbers, he is doing more than 25 contacts a day. Also, like I said in a previous post, these threads and me talking about how he would change his story has occurred. I'm not amazed at the transfer of accounts, I am amazed that he "gets the statements right at the door". I say good luck and God bless to wind.

If he's really putting up the numbers, great. Personally, I think he's full of it.

Also, define "conversation". I remember the doorknocking days... [/quote]   Where has he changed his story?  You can't someone a liar without backing up your assertion with what you think he lied about.  And just saying it happened doesn't mean anything.  Tell us where you think he lied about anything.  Not just what you guess he's lying about, but actually where you caught him lying.  Until that happens, I don't know why you would have any reason at all to doubt the validity of his statements.    Conversations - the act of opening your mouth to make words come out.  Usually directed towards another human being.  They will in turn respond in a like manner back to you.  You keep doing this until one or the other runs out of things to talk about.  Then you move on to the next one.    For example, I did some face to face contacts this afternoon.  I've got 5 new prospects.  I had 10 conversations where I actually spoke to another human.  Some were short 30 second converstaions, others were longer, maybe 10-15 minute conversations.  I have a former AGE client who wants me to look at his statements.  Had I pushed, I probably could have been able to get him to go inside and get them for me.  I have a CPA who is very good with accounting, but thinks she might need some help investing.  I have another couple of people who are nervous about their 401ks and want me to look at those and to talk with them about starting Roth IRAs.  Those are conversations.  I didn't find the $200K account today, but I'm going out again tomorrow and I'm going to try again.  I'll bet if I do this everyday for the next 3 months, I'll find half a dozen $200K accounts.  I'll bet some of them would be willing to get their statements at the door.  I'll bet they'll transfer to me.  I'll bet I'll gross $20K or more on them.  I'll bet if I do, you'll tell me I'm lying and it can't possibly work that way.  But, I'm not a betting man, so I'll just do the work for fun. 
Mar 6, 2009 1:50 am

I’m not sure if Wind is telling the truth or not… actually don’t care.  As a new FA with Jones it gives me hope that people are willing to talk and move assets.  Even if he’s doing half of what he says, I’ll take it! 

…  After visiting with my field trainer today I stopped at three businesses on my way home and here is what I found:

Business 1: Closing the doors in two weeks, has an account at ML she is not happy about.  Wants some ideas.

Business 2: Runs store for fun, wants help, never had anyone help her, needs ideas.

Business 3: Son has a small 401k rollover, needs help

Took me all of 45 minutes. Point is if I could sell today I’d be doing business with at least one of them tomorrow.

Mar 6, 2009 3:08 am

I can’t help but notice that if he made a 1000 contacts pre CSD and another ~1000 since, then with 9 accounts he’s batting .0045. That’s a .45% closing ratio. Doesn’t seem all that outlandish to me. Maybe I’ll see things differently after my can-sell. We’ll see…

Mar 6, 2009 3:24 am

[quote=Spaceman Spiff][quote=Moraen] [quote=Spaceman Spiff] What inconsistencies did he post?  I went back to read them again, looking for any inconsistencies, and didn’t see anything jump off the page at me.  Any inconsistencies you think you might be finding are words put in his mouth by other folks.  Nobody caught him in any inconsistencies.  You’re just finding it difficult to believe that 1) It could actually happen and 2) that it could actually happen to a Jones guy. 

 
Let's say wind is actually doing what Jones says and making 25 contacts a day.  Every day, including Saturdays.  That's 150 conversations every week.  If his CSD was the first week of January, he actually said "the beginning of the year", and he's kept up every day with his 25, that's almost 9 full weeks of contacts.  So, out of 1350 conversations you're amazed that he's transferred in 9 accounts?  I'm actually amazed that if his process works as well as he says it does that he hasn't brought in more assets.  He must be sandbagging for the Shamrock Saturday promo.
 
Wind - keep up the good work.  [/quote]

I'm shocked at the KIND of numbers. I'll leave it alone after that. My guess is, if he really is pulling those numbers, he is doing more than 25 contacts a day. Also, like I said in a previous post, these threads and me talking about how he would change his story has occurred. I'm not amazed at the transfer of accounts, I am amazed that he "gets the statements right at the door". I say good luck and God bless to wind.

If he's really putting up the numbers, great. Personally, I think he's full of it.

Also, define "conversation". I remember the doorknocking days... [/quote]   Where has he changed his story?  You can't someone a liar without backing up your assertion with what you think he lied about.  And just saying it happened doesn't mean anything.  Tell us where you think he lied about anything.  Not just what you guess he's lying about, but actually where you caught him lying.  Until that happens, I don't know why you would have any reason at all to doubt the validity of his statements.    Conversations - the act of opening your mouth to make words come out.  Usually directed towards another human being.  They will in turn respond in a like manner back to you.  You keep doing this until one or the other runs out of things to talk about.  Then you move on to the next one.    For example, I did some face to face contacts this afternoon.  I've got 5 new prospects.  I had 10 conversations where I actually spoke to another human.  Some were short 30 second converstaions, others were longer, maybe 10-15 minute conversations.  I have a former AGE client who wants me to look at his statements.  Had I pushed, I probably could have been able to get him to go inside and get them for me.  I have a CPA who is very good with accounting, but thinks she might need some help investing.  I have another couple of people who are nervous about their 401ks and want me to look at those and to talk with them about starting Roth IRAs.  Those are conversations.  I didn't find the $200K account today, but I'm going out again tomorrow and I'm going to try again.  I'll bet if I do this everyday for the next 3 months, I'll find half a dozen $200K accounts.  I'll bet some of them would be willing to get their statements at the door.  I'll bet they'll transfer to me.  I'll bet I'll gross $20K or more on them.  I'll bet if I do, you'll tell me I'm lying and it can't possibly work that way.  But, I'm not a betting man, so I'll just do the work for fun.  [/quote]   Spiff, To me you're proving Morean's or at least my point.  You're a seasoned vet and yet you didn't get any statements at the door on the first or second meeting and you sure didn't get them to sign transfer paperwork.  I hope for his sake and for our sake he truly is doing it like this.  Gives me hope.  But even you or anyone has to admit that the velocity of the process seems very suspect!  Not saying it can't or didn't happen, I'm just saying!  
Mar 6, 2009 3:50 am

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Mar 6, 2009 3:53 am
wind3574:

…5 pages of this crap…thats all I have to say…

  lol....think how many contacts we could have made instead of all of this bs!!!  I don't know how wind makes time to post all day and still make 2000 quality contacts
Mar 6, 2009 4:13 am
wind3574:

…5 pages of this crap…thats all I have to say…

  Don't be condescending now, you were in on most of this crap. 
Mar 6, 2009 4:43 am

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Mar 6, 2009 4:59 am
wind3574:

And i said the same thing a few pages back…It’s easy to find a bit of time to post…when its 10 at night…idiot…I’ve seriously had enough of all this negativity…Makes me wanna quit comin here…

  Nice.....some of us may have doubts as to whether what you are saying is true or not...but we haven't reverted to name calling....quite a personality!  At 10pm i'm usually planning for the next day and researching so I can keep up with the financial news etc...you must be a great timeblocker too!?!  I just got 6 million dollar accounts today just by talking to people in line at McDonalds just like they taught me at KYC!...I told them "wow tough economy huh?...let me look at your statements...oh you have them in the car...sign these ACAT papers and i'll make you lots of money".   Sorry Spiff, B24 ....i'm all for positivity in a tough market ...and i'm a successful seg 2 and rising so I do understand how tough it is right now...but this guy is so full of sh*t his eyes are brown...and you have to be very naive not to see it in his posts.  No disrespect meant to you guys but what Moraen said is true...this guy is a fraud! 
Mar 6, 2009 5:04 am

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Mar 6, 2009 5:26 am
iceco1d:

[quote=wind3574]Just because you drag your day out until Midnight, doesn’t mean I have to. I like to spend a little time with my family at 10 at night…I come to this post to get positive ideas and to give positive ideas. How do you expect people to use this website as a great tool, if your bashing everyone that says they are successful. I don’t have any benefit to lie to you on here…Those are my numbers…like i said…I wish I could post my Numbers off Joneslink…so you guys would shut up already…

  Try "Print Screen" & then Ctrl + V [/quote]     Amen brother
Mar 6, 2009 5:36 am

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Mar 6, 2009 2:28 pm

I'd love to hear what you are "actually" saying to these people.  Not what you're going to tell us on this board but what you are truely saying to them to get them to show you statements and what magical investment you are putting them into. 

You my friend must be able to sell ketchup popcicles to a lady in white gloves.    I've figured it out!  You're Bernie Madoff, you're promising 10% returns.  Got it!
Mar 6, 2009 3:06 pm

[quote=jkl1v1n6] 

Spiff, To me you're proving Morean's or at least my point.  You're a seasoned vet and yet you didn't get any statements at the door on the first or second meeting and you sure didn't get them to sign transfer paperwork.  I hope for his sake and for our sake he truly is doing it like this.  Gives me hope.  But even you or anyone has to admit that the velocity of the process seems very suspect!  Not saying it can't or didn't happen, I'm just saying!  [/quote]   No, it simply means I'm not as good at asking for the order as he obviously is.  It's not in my nature to ask for statements at the door.  My first mentor said he brought statements back to the office all the time.  I couldn't ever get anyone to do it.  I just waited until they scheduled an appointment with me and asked them to bring them then.    The velocity of the process doesn't seem suspect to me at all.  It's a horrible market.  Everyone has doubts about their advisor and/or their investments.  He's making the contacts.  He's talking to people.  The more money you have right now, the more you're worried.  You lost $5000 on a $10,000 account, you don't sweat it too much.  You lose $500K on a $1.2 mil account, you lose some sleep.  Some of those big accounts may have been people that he doorknocked in Market Research (contact one) then again in Prospecting week right before E/G (contact two) then called during E/G (contact three) then another FTF contact last week (contact four).  Some of them are realizing that they've heard from him more often in this troubling time than they have their own advisor.  The guy they're paying.  It's not completely unheard of to open accounts at the door on the first contact.  It's not normal for sure, but not impossible.  Especially in a time like this.   Perhaps I just have my green goggles on a little tighter these days than normal.  That must be it.  Wind sucks. He's lying.  He'll be on goals in a year. 
Mar 6, 2009 3:29 pm

I'm tired of this thread, I'm not saying it's impossible, it's my OWN personal belief that it's improbable.  I'm afraid of what he's telling them to get them to convert so quickly.  In my OWN personal experience when I've seen it, it hasn't been good.  That being said, I hope he kicks ass in an ethical and moral way of doing business.  But we've all seen superstars flames burn out after a while.  Best of luck to him, to you, and to everyone else out there.  We all need it at this point and time. 

Mar 6, 2009 6:04 pm

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