Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - New Aspiring Advisor
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

New Aspiring Advisor

 Post Reply Post Reply Page  12>
Author
Message
DuckHookPar View Drop Down
Rookie
Rookie
Avatar

Joined: Mar/06/2024
Status: Online
Points: 20
Post Options Post Options   Thanks (0) Thanks(0)   Quote DuckHookPar Quote  Post ReplyReply Direct Link To This Post Topic: New Aspiring Advisor
    Posted: Mar/06/2024 at 2:40pm
Good afternoon.  I found this forum through searching for a particular topic and it's refreshing to see a good ol' phpbb forum again.

I'm a 15 year high school teacher and coach in the Midwest who's working to make a change in my career to financial advising.  I have an MBA and have run a lot of small side businesses and made a fair bit off of one pre-covid.  I'm 3/4 of the way through the hiring process for a firm that will sponsor my FINRA testing. 

I've got a lot of practical sales funnel experience and have studied marketing pretty heavily.  I'm hoping I can use my knowledge and experience to build a book of business that sets me up for financial success that education doesn't. 


Edited by DuckHookPar - Mar/06/2024 at 2:59pm
Back to Top
RIArules View Drop Down
Platinum Member
Platinum Member


Joined: Mar/15/2010
Status: Offline
Points: 36653
Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 2:42pm
In first!!
Is it too late to exhume Ken Starr?
Back to Top
DuckHookPar View Drop Down
Rookie
Rookie
Avatar

Joined: Mar/06/2024
Status: Online
Points: 20
Post Options Post Options   Thanks (0) Thanks(0)   Quote DuckHookPar Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 2:44pm
I'm sure a few are already salivating over fresh meat to troll.  I've read quite a few posts here lol
Back to Top
BullishT View Drop Down
Senior Member
Senior Member
Avatar

Joined: Dec/05/2017
Location: Midwest
Status: Online
Points: 2392
Post Options Post Options   Thanks (0) Thanks(0)   Quote BullishT Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 2:48pm
Nice username. 
Back to Top
CFLRS View Drop Down
Senior Member
Senior Member
Avatar

Joined: Nov/07/2020
Status: Offline
Points: 1129
Post Options Post Options   Thanks (0) Thanks(0)   Quote CFLRS Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 2:51pm
Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.
Back to Top
DuckHookPar View Drop Down
Rookie
Rookie
Avatar

Joined: Mar/06/2024
Status: Online
Points: 20
Post Options Post Options   Thanks (0) Thanks(0)   Quote DuckHookPar Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 2:52pm
Originally posted by BullishT BullishT wrote:

Nice username. 

By necessity, I'm an excellent scrambler.

Edited by DuckHookPar - Mar/06/2024 at 2:55pm
Back to Top
DuckHookPar View Drop Down
Rookie
Rookie
Avatar

Joined: Mar/06/2024
Status: Online
Points: 20
Post Options Post Options   Thanks (0) Thanks(0)   Quote DuckHookPar Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 2:54pm
Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

Edited by DuckHookPar - Mar/06/2024 at 2:54pm
Back to Top
DucatiSportGT View Drop Down
Gold Member
Gold Member
Avatar

Joined: Jul/16/2013
Status: Offline
Points: 18337
Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 3:02pm
Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

Female teachers are targets for many of us here...

Which firm you going to? The mean green machine? 
Self appointed leader of the I like to shit on my own face when I jerk off. .
I hate being right. It's not a badge of honor for me. Most of the time I wish I was wrong.
Back to Top
CFLRS View Drop Down
Senior Member
Senior Member
Avatar

Joined: Nov/07/2020
Status: Offline
Points: 1129
Post Options Post Options   Thanks (0) Thanks(0)   Quote CFLRS Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 3:07pm
Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

So what's the sales angle, then? 
Back to Top
luvindy View Drop Down
Moderator
Moderator
Avatar

Joined: May/17/2010
Status: Offline
Points: 25834
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 3:14pm
Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:

Dang it, I'm too slow!

If you're a teacher, 403b market would be a good place to start. It's a sucky place to be long-term, but a great opportunity for rookies to cut their teeth. And a very notorious AH member built a successful practice from that space. I know other, non-AHers who've done the same.

One of my target markets is planned to be female teachers approaching retirement. I've seen it often enough, female teachers are less likely to be the breadwinner of the family in comparison to male teachers.

Nice.
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,
Back to Top
DuckHookPar View Drop Down
Rookie
Rookie
Avatar

Joined: Mar/06/2024
Status: Online
Points: 20
Post Options Post Options   Thanks (0) Thanks(0)   Quote DuckHookPar Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 3:17pm
Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 
Back to Top
freebird View Drop Down
Gold Member
Gold Member
Avatar

Joined: Sep/17/2021
Location: deep south
Status: Offline
Points: 11084
Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 3:37pm
Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Luvs comment about to happen here too LOL
Back to Top
luvindy View Drop Down
Moderator
Moderator
Avatar

Joined: May/17/2010
Status: Offline
Points: 25834
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 3:59pm
Originally posted by freebird freebird wrote:

Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Luvs comment about to happen here too LOL

On demand is right...
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,
Back to Top
CFLRS View Drop Down
Senior Member
Senior Member
Avatar

Joined: Nov/07/2020
Status: Offline
Points: 1129
Post Options Post Options   Thanks (0) Thanks(0)   Quote CFLRS Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 4:05pm
Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Not bad. Pension education is a good angle to generate interest, because teachers generally don't a freaking clue about their own pensions.

Your angle is to try to get the husband's assets also. Obviously, there's going to be a huge variety of backgrounds, but teachers are often married to "upper class blue collar" and "lower class white collar" men. Many of these people suck at saving for retirement, so they might not have a ton of assets, but they likely won't have an advisor either.
Back to Top
DuckHookPar View Drop Down
Rookie
Rookie
Avatar

Joined: Mar/06/2024
Status: Online
Points: 20
Post Options Post Options   Thanks (0) Thanks(0)   Quote DuckHookPar Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 4:26pm
Originally posted by CFLRS CFLRS wrote:


Your angle is to try to get the husband's assets also. Obviously, there's going to be a huge variety of backgrounds, but teachers are often married to "upper class blue collar" and "lower class white collar" men. Many of these people suck at saving for retirement, so they might not have a ton of assets, but they likely won't have an advisor either.

Exactly.  I know the struggles of education and can relate to people who have been in it for a long time. The goal is to make myself an attractive character in a way where I can help solve their problems and guide them through the next big change in life.

I've got other markets I'm looking at as well and I'm not opposed to door knocking.  As a former wrestling and wrestling coach I don't have a lot of quit in me.
Back to Top
Chips View Drop Down
Senior Member
Senior Member
Avatar

Joined: Jul/08/2019
Location: SF Bay Area
Status: Offline
Points: 700
Post Options Post Options   Thanks (0) Thanks(0)   Quote Chips Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 4:27pm
Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Don’t know about other states, but CA has a website where you can find all district employee salaries. If you can figure out the email configuration for the district, you can blast an email to the highest earners for seminars. Easy way to build a list and drive attendance for basically free. 
Back to Top
missionshooter View Drop Down
Senior Member
Senior Member
Avatar

Joined: Feb/12/2014
Status: Online
Points: 6154
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 4:42pm
You will be a great success at Jones.  Great to have you!
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.

Back to Top
freebird View Drop Down
Gold Member
Gold Member
Avatar

Joined: Sep/17/2021
Location: deep south
Status: Offline
Points: 11084
Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 4:45pm
Originally posted by missionshooter missionshooter wrote:

You will be a great success at Jones.  Great to have you!

This!  You should ask for a goodknight 
Back to Top
freebird View Drop Down
Gold Member
Gold Member
Avatar

Joined: Sep/17/2021
Location: deep south
Status: Offline
Points: 11084
Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 4:45pm
Originally posted by luvindy luvindy wrote:

Originally posted by freebird freebird wrote:

Originally posted by DuckHookPar DuckHookPar wrote:

Originally posted by CFLRS CFLRS wrote:


So what's the sales angle, then? 

Target individuals through school websites then find a way into the schools serving breakfast in the lounge or something of that nature. The goal is an appointment but at a minimum filtering them into a sales funnel with an on-demand seminar I'll record. 

Luvs comment about to happen here too LOL

On demand is right...

lol 
Back to Top
Hacksaw View Drop Down
Platinum Member
Platinum Member
Avatar

Joined: Mar/27/2010
Status: Offline
Points: 31547
Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Mar/06/2024 at 5:12pm
Does the firm you are talking to have a payroll slot for the 403b plans in the area already?
I response to my post:

Helado Posted: 13/Jan/2023 at 11:11pm

"I stand corrected."
Back to Top
 Post Reply Post Reply Page  12>
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.094 seconds.