Introduciton
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=20496
Printed Date: Mar/26/2026 at 7:23pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Introduciton
Posted By: glazen
Subject: Introduciton
Date Posted: 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. |
Replies:
Posted By: Iamlegend
Date Posted: Jun/17/2023 at 5:23pm
| Welcome to the jungle. |
Posted By: advisorman
Date 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 |
Posted By: Nathan Explosion
Date Posted: Jun/17/2023 at 8:14pm
| Boxers or briefs? |
Posted By: glazen
Date Posted: Jun/19/2023 at 5:51pm
| Currently 10M AUM, CFA is good, 40 time is not. |
Posted By: gregsanberg
Date 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 wrote:Posted By: glazen
Date Posted: Jun/19/2023 at 6:50pm
| I am building my own book focused on advisory. Built mostly through referrals and company seminars. |
Posted By: gregsanberg
Date Posted: Jun/19/2023 at 7:02pm
Great. When did you start producing and how can we help? |
Posted By: glazen
Date 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. |
Posted By: CFLRS
Date Posted: Jun/19/2023 at 7:05pm
If it is your own book, but they are company seminars...how does that work?
|
Posted By: glazen
Date 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. |
Posted By: CFLRS
Date 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. |
Posted By: glazen
Date 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! |
Posted By: Nathan Explosion
Date Posted: Jun/19/2023 at 7:43pm
| I have a lot of Boeing engineer types. It’s a very interesting group. |
Posted By: glazen
Date Posted: Jun/19/2023 at 7:45pm
| I know. I have an engineering degree. |
Posted By: gregsanberg
Date 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. |
Posted By: glazen
Date 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. |
Posted By: luvindy
Date 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, |
Posted By: glazen
Date Posted: Jun/19/2023 at 10:13pm
| Thanks luvindy |
Posted By: missionshooter
Date 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. |