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Raymond James or HDVest

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Nov 23, 2009 5:16 am

tormentedcfp

Joined: 2009-11-23Offline

I am a CFP at RJ who is doing well but got burned on a VIP Visit to HQ in FL.  Thinking of leaving for HDVest.  Anyone else out there jumped ship from RJ? 

Don't have to go, but feel I have no choice.  Thanks!
Nov 23, 2009 1:54 pm

easy$$

Joined: 2009-10-09Offline

what happened?

Nov 23, 2009 2:19 pm

Wet_Blanket

Joined: 2008-11-13Offline

Yeah, what the hell could have happened?

Nov 23, 2009 7:21 pm

Registered Rep

Joined: 2006-07-18Offline

RJ does not call them VIP visits and considering “you” & “your” client are the focus of the visit I can’t wait to hear your story as to how you got burned.

I've scheduled at least one a quarter with high net worth prospects/clients & have never felt anything but superb quality & service.
Nov 23, 2009 9:45 pm

easy$$

Joined: 2009-10-09Offline

they are a first class op. Was it not for the f$ck up they did with their annuity business they would be my back office right now. As it is I’m very happy to go through LPL. A class act also, although I must say the RJ offices were more impressive. The staff were typical yes men. I felt like they were interviewing me for a job.

Nov 25, 2009 12:28 am

StockJock1

Joined: 2009-11-15Offline
Wet_Blanket:

Yeah, what the hell could have happened?

  +1.  You've gotta spilll the beans now, buddy.
Nov 25, 2009 12:30 am

StockJock1

Joined: 2009-11-15Offline

[quote=Registered Rep]RJ does not call them VIP visits and considering “you” & “your” client are the focus of the visit I can’t wait to hear your story as to how you got burned.

I've scheduled at least one a quarter with high net worth prospects/clients & have never felt anything but superb quality & service.[/quote]   I believe the close rate is ~90% with BIO visits.  I can't even imagine what could've happened.