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trosel238 View Drop Down
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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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Aug/02/2018 at 9:53am
Welcome! What do you think of the new prophet Penny?
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Aug/02/2018 at 10:06am
In before someone says “welcome scooby.” Guy is legit since he used care (AUC)
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Fitness1983 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Fitness1983 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/02/2018 at 11:09am
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Aug/02/2018 at 12:29pm
Welcome...How long was your dad in the business?
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Fitness1983 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/02/2018 at 2:38pm
Originally posted by luvindy luvindy wrote:

Welcome...How long was your dad in the business?


Haha. Or Wolfs older brother
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Chico View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Chico Quote  Post ReplyReply Direct Link To This Post Posted: Aug/02/2018 at 9:13pm
Originally posted by luvindy luvindy wrote:

Welcome...How long was your dad in the business?
Theres definitely a story behind this
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Moraen View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Aug/02/2018 at 11:45pm
What is AUC?
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Fitness1983 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2018 at 12:19am
Assets Under Care
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Moraen View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Aug/03/2018 at 12:21am
Oh, I know what it means. I was making fun of it in a roundabout way. It's pretty dumb.
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 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote trosel238 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/05/2018 at 2:39pm
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.  Emoticons


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