No idea.  But imagine if someone from Crowell Weedon were to find this post.  They would probably let the client know of it and make you out to look like a fool for posting on this message board that you were meeting with this person.  Client confidentiality is a big thing and it’s a small world.

I can see that. I guess I believe that Crowell is a decent size firm and the chances of that are highly unlikely. Also, I changed slightly the occupation, industry, and location to play it safe. You make a good point though.

On another point- are you getting tired of looking up at us from 2nd place yet? Oh... sorry... From 3rd place?

Blarmston: On another point- are you getting tired of looking up at us from 2nd place yet? Oh... sorry... From 3rd place?

Ok, ok, that's it, blarm. The gloves are off! I'm acating your *ss back to the receptionist's desk where you originally started your FA career!

That'll teach ya to respect the BRAVES and those who support'em!

Now, anyone else feel lucky? Huh? Anyone?

Hah! Didn't think so!

he’s a braves fan, of course he is.

Sorry to hit below the belt DOB… For about a day I was concerned your moves (Dotel and Tex) may signal a tight race in the East. Then I realized that the Amazin’s are beginning to hit their stride, getting healthy players back, and with the addition of Pedro in a couple weeks (even at 75% he is still a great pitcher) we should cruise into September with a 7-10 game lead… That, and we get to rest Beltran and a couple others for the stretch into October… I would like them to sit Reyes and Wright for a couple games but Willie doesnt call for my input… All in all- looking good…

So… Nobody in California has ANY scoop on Crowell Weedon? The guy has about $4MM between the two firms ( not sure how much is where…) and I would love to have a good understanding of how CW works…

They’re a place where brokers go to retire. Not a lot of major producers. I know a guy who used to work there and had to coworkers die within a year. They’re not really very “up to date.” A lot of biz being done there is still even transactional. I don’t know anyone who works or has an account there who’s under 60.

[quote=xbanker]

They're a place where brokers go to retire. Not a lot of major producers. I know a guy who used to work there and had to coworkers die within a year. They're not really very "up to date." A lot of biz being done there is still even transactional. I don't know anyone who works or has an account there who's under 60.

[/quote]

A firm that has existed since the 1930, and is admired by their peers, is not a place where brokers go to retire.  Nor is it a place with very few major producers.

They have something like 150 producers that support a firm that clears for itself and others as well as run money for a lot of west coast institutions.  That would suggest to this guy that the producers are actually quite large.

I will also say that the "up to date" trend away from transaction oriented clients is a mistake--especially if the client is transaction oriented.

I'm a transaction oriented customer and there is no way in hell I'd ever open an account with a guy who suggested that I should let him rake off any basis points for doing nothing more than filliing out an application and sending me an annual update from a mutual fund.

Transaction oriented brokers are the professionals in this business--you clowns who figure the entire thing is to gather AUM are going to realize one day that your clients learn to read their staements and begin to wonder what is the value you add.

The answer, of course, is nothing.