Want to still be financial industry
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I need some insight on how to get back into the business. Been out of work for approx 4 months now. Things didn’t work out at Ed Jones and I want to know the best way to market myself.
Call the local/regional/national banks, most are just looking for a warm body with licenses already, plus you could build a decent book without a lot of prospecting..I need some insight on how to get back into the business. Been out of work for approx 4 months now. Things didn’t work out at Ed Jones and I want to know the best way to market myself.
I was in a similar situation, worked for UBS got laid off and found a way to work in the business part-time while still have a full time job in another industry. Gives me time to build a book while not having quotas sitting on my shoulders! Also can work full time if I ever find myself out of work. If you are interested in learning more send me an email and I can fill you in on the whole process.
DeBolt,
This is excellent. Thank you for these ideas. I wills start implementing and keep u posted on which one works.
yes definitely. email address is [email protected]
its volt…too addicted to this forum to ever really leave…or windy…
or just some other clown who feels grifted.
[quote=indyptime]I was in a similar situation, worked for UBS got laid off and found a way to work in the business part-time while still have a full time job in another industry. Gives me time to build a book while not having quotas sitting on my shoulders! Also can work full time if I ever find myself out of work. If you are interested in learning more send me an email and I can fill you in on the whole process. [/quote]
I'm curious how you did this? It's crossed my mind because I'm still building my book and want some stability for my family. Please advise
You might want to consider establishing your own RIA firm. I've personally worked with several Ed Jones Reps who did. It is a lot easier (and cost effective) than what you might have heard particularly if your find the right RIA consultant who can do the heavy lifting for you. Or, you can always consider joining an existing RIA firm in your area and become an Investment Advisor Representative (IAR). Or, you can form your own RIA and establish a working partnership with another RIA (kind of a combo mixture).
Have fun whatever you do, we need more and more good people in our industry.
Happy Holidays!
Fred