|
Introduciton |
Post Reply 
|
| Author | |
glazen 
Rookie 
Joined: May/05/2023 Status: Offline Points: 15 |
 Post Options
 Thanks(0)
 Quote Reply
 Topic: IntroducitonPosted: Jun/17/2023 at 2:02pm |
|
I'm with a national firm in GA. I have a Series 65 license. I have been an Advisor since 2017. I look forward to participating.
|
|
 |
|
|
Iamlegend
Platinum Member 
Joined: Mar/09/2010 Status: Online Points: 23769 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/17/2023 at 5:23pm |
|
Welcome to the jungle.
|
|
|
|
|
advisorman
Senior Member 
Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4305 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/17/2023 at 8:10pm |
|
AUM? Time in the 40 yard dash? Do you like Chick-fil-A?
|
|
|
King of sarcasm and speling
|
|
|
|
|
Nathan Explosion
Platinum Member
Trump Deep Throater Joined: Mar/08/2011 Status: Online Points: 43170 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/17/2023 at 8:14pm |
|
Boxers or briefs?
|
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 5:51pm |
|
Currently 10M AUM, CFA is good, 40 time is not.
|
|
|
|
|
gregsanberg
Senior Member
Joined: Jun/19/2013 Location: NC Status: Offline Points: 1710 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 5:55pm |
Are you trying to build your own book or what is your role at your firm? How did you get the first $10M? |
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 6:50pm |
|
I am building my own book focused on advisory. Built mostly through referrals and company seminars.
|
|
|
|
|
gregsanberg
Senior Member
Joined: Jun/19/2013 Location: NC Status: Offline Points: 1710 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 7:02pm |
Great. When did you start producing and how can we help? |
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 7:05pm |
|
I started in 2017. I started in this business after an early career in Aerospace. I am always looking for ways to prospect. I really want to build a good book of business.
|
|
|
|
|
CFLRS
Senior Member
Joined: Nov/07/2020 Status: Offline Points: 1630 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 7:05pm |
If it is your own book, but they are company seminars...how does that work?
|
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(1)
Quote Reply
Posted: Jun/19/2023 at 7:08pm |
|
I do seminars for employees of small to medium size businesses. I pick up referrals and clients that way. Sorry for the confusion.
|
|
|
|
|
CFLRS
Senior Member
Joined: Nov/07/2020 Status: Offline Points: 1630 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 7:24pm |
Any way for you to leverage your aerospace experience? I have just one client from a large aerospace manufacturer relatively local to me. Always thought it could be a good niche, if I had the ambition to pursue it.
Idk where you're located, but there's quite a few in GA. |
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 7:34pm |
|
It is a very good niche. I have some clients currently from the industry. To your point, I should take a fresh look and re-attack. Thanks!
|
|
|
|
|
Nathan Explosion
Platinum Member
Trump Deep Throater Joined: Mar/08/2011 Status: Online Points: 43170 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 7:43pm |
|
I have a lot of Boeing engineer types. It’s a very interesting group.
|
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 7:45pm |
|
I know. I have an engineering degree.
|
|
|
|
|
gregsanberg
Senior Member
Joined: Jun/19/2013 Location: NC Status: Offline Points: 1710 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 8:08pm |
Do you service another advisors clients at all? How much runway do you have or are you already only paid on your book? Averaging $2M/yr over 5 years is a start, but you need to really find a consistent marketing activity. Don’t rely on referrals at your size as there is no way $10M will provide a sizable consistent increase. |
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 8:13pm |
|
I do not service other advisors clients. I agree with you and am looking to really get focused and grow.
|
|
|
|
|
luvindy
Moderator
Joined: May/17/2010 Status: Offline Points: 28221 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 10:10pm |
|
Introduciton
|
|
|
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, |
|
|
|
|
glazen
Rookie
Joined: May/05/2023 Status: Offline Points: 15 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 10:13pm |
|
Thanks luvindy
|
|
|
|
|
missionshooter
Senior Member
Joined: Feb/12/2014 Status: Offline Points: 6334 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2023 at 11:47pm |
|
Welcome glazed honey biscuit
|
|
|
Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
|
|
|
|
|
Post Reply
|
|
Tweet
|
| Forum Jump | Forum Permissions You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum |
Topic Options
glazen wrote: