New to the forum
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=17097
Printed Date: Mar/27/2026 at 12:00am
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: New to the forum
Posted By: Craft20
Subject: New to the forum
Date 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. |
Replies:
Posted By: PEACH_cm
Date Posted: Apr/22/2020 at 2:56pm
| in first! |
Posted By: luvindy
Date Posted: Apr/22/2020 at 3:17pm
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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, |
Posted By: missionshooter
Date Posted: Apr/22/2020 at 4:35pm
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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"? |
Posted By: Iamlegend
Date Posted: Apr/22/2020 at 5:14pm
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Where are you thinking of going? |
Posted By: Craft20
Date Posted: Apr/22/2020 at 5:39pm
"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.
If I were to do anything, it would be independent, possibly RIA. 90% of my production is annuitized already.
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missionshooter wrote:Posted By: memphis
Date Posted: Apr/22/2020 at 6:18pm
| Are you thinking of joining an RIA or starting your own? |
Posted By: Craft20
Date Posted: Apr/22/2020 at 6:40pm
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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Posted By: Guests
Date Posted: Apr/22/2020 at 6:45pm
Thats because their clients are so secure and sticky that they won’t even speak to you |
Posted By: PEACH_cm
Date Posted: Apr/22/2020 at 7:31pm
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Posted By: Craft20
Date Posted: Apr/22/2020 at 9:06pm
Haha maybe so. “Stealth Wealth Management, never get a seminar invite again!” |