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trosel238
Rookie Joined: Aug/01/2018 Status: Offline Points: 5 |
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Posted: Aug/01/2018 at 11:03pm |
Hello to all! I am a financial advisor with 13 years experience. I work with Edward Jones. I have 200 million AUC. I look forward to interacting with other members of the forum.
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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Welcome! What do you think of the new prophet Penny?
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In before someone says “welcome scooby.” Guy is legit since he used care (AUC)
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Fitness1983
Senior Member Joined: Mar/06/2016 Status: Offline Points: 804 |
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Welcome! A few thoughts
200 mil in 13 years...I’d be curious to hear the breakdown of how much acquired in which years. How much in fee base? What role does life insurance play in your practice? |
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
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Welcome...How long was your dad in the business?
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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Fitness1983
Senior Member Joined: Mar/06/2016 Status: Offline Points: 804 |
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Haha. Or Wolfs older brother |
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Chico
Member Joined: Nov/10/2017 Status: Offline Points: 336 |
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Moraen
Admin Group Resident Sage Joined: Mar/09/2010 Status: Offline Points: 30786 |
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What is AUC?
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I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis
Fiduciary as Fuck - iMo |
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Fitness1983
Senior Member Joined: Mar/06/2016 Status: Offline Points: 804 |
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Assets Under Care
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Moraen
Admin Group Resident Sage Joined: Mar/09/2010 Status: Offline Points: 30786 |
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Oh, I know what it means. I was making fun of it in a roundabout way. It's pretty dumb.
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I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis
Fiduciary as Fuck - iMo |
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trosel238
Rookie Joined: Aug/01/2018 Status: Offline Points: 5 |
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Here's my story in a nutshell. I started at EDJ with a 10 million Goodknight plan in 2005. I took over an additional 55 million about 6 years into my career. That doubled my AUC at that time, because I had 55 million of my own at that point. The last 7 or so years I've seen a lot of asset growth, some of it from new clients and a lot of it from my existing client base. I had some help getting here, but also the fruit of a lot of hard work as well. |
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