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Craft20 View Drop Down
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    Posted: Apr/22/2020 at 2:52pm
Hey guys.  Glad to be a part of the forum.  I'm about 5.5 years in at a wirehouse.  Doing some due diligence to determine if I'm in the best place for my clients and myself.  Seems like there's a lot of good experience here, hope I can learn some things.  Thanks.
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PEACH_cm View Drop Down
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in first!
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luvindy View Drop Down
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Points: 28221 		Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Apr/22/2020 at 3:17pm
Damn so close.
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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Damn Craft you must be a rainmaker to make it 5.5 years at a wire.

Are you with a "team"?
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Where are you thinking of going?
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Craft20 View Drop Down
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Originally posted by missionshooter missionshooter wrote:

Damn Craft you must be a rainmaker to make it 5.5 years at a wire.

Are you with a "team"?


"Rainmaker" would be generous, but I've done ok.  Took me a bit to get the wheels turning, but I'm probably top 25% for my peer group now.  I have a senior partner and two assistants.  Teamed up early in my career, may or may not have made it without teaming, but it's been beneficial to both of us.  

Originally posted by Iamlegend Iamlegend wrote:

Where are you thinking of going?


If I were to do anything, it would be independent, possibly RIA.  90% of my production is annuitized already.
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Are you thinking of joining an RIA or starting your own?
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Craft20 View Drop Down
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Originally posted by memphis memphis wrote:

Are you thinking of joining an RIA or starting your own?

I guess I'm not opposed to joining an existing, although I haven't really considered that to this point.  There is another younger guy in my office, similar production, a few years ahead of me, who I have talked to about doing an RIA thing. My office, while technically, in a major metro area, is about 45 minutes outside of the city, in a county of about 375k.  I can honestly say I've never run into an RIA while prospecting, always Jones, another wire, Amerprise, LPL, or RayJay. 
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Originally posted by Craft20 Craft20 wrote:

Originally posted by memphis memphis wrote:

Are you thinking of joining an RIA or starting your own?


I guess I'm not opposed to joining an existing, although I haven't really considered that to this point.  There is another younger guy in my office, similar production, a few years ahead of me, who I have talked to about doing an RIA thing. My office, while technically, in a major metro area, is about 45 minutes outside of the city, in a county of about 375k.  I can honestly say I've never run into an RIA while prospecting, always Jones, another wire, Amerprise, LPL, or RayJay. 


Thats because their clients are so secure and sticky that they won’t even speak to you
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Originally posted by bc2051 bc2051 wrote:

Originally posted by Craft20 Craft20 wrote:

Originally posted by memphis memphis wrote:

Are you thinking of joining an RIA or starting your own?


I guess I'm not opposed to joining an existing, although I haven't really considered that to this point.  There is another younger guy in my office, similar production, a few years ahead of me, who I have talked to about doing an RIA thing. My office, while technically, in a major metro area, is about 45 minutes outside of the city, in a county of about 375k.  I can honestly say I've never run into an RIA while prospecting, always Jones, another wire, Amerprise, LPL, or RayJay. 


Thats because their clients are so secure and sticky that they won’t even speak to you
you need to hit control “I” to remove the italics— if you can’t figure it out call SF
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Craft20 View Drop Down
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Originally posted by bc2051 bc2051 wrote:

Originally posted by Craft20 Craft20 wrote:

Originally posted by memphis memphis wrote:

Are you thinking of joining an RIA or starting your own?


I guess I'm not opposed to joining an existing, although I haven't really considered that to this point.  There is another younger guy in my office, similar production, a few years ahead of me, who I have talked to about doing an RIA thing. My office, while technically, in a major metro area, is about 45 minutes outside of the city, in a county of about 375k.  I can honestly say I've never run into an RIA while prospecting, always Jones, another wire, Amerprise, LPL, or RayJay. 


Thats because their clients are so secure and sticky that they won’t even speak to you


Haha maybe so. “Stealth Wealth Management, never get a seminar invite again!”
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