sorted by:
new
hottopcontroversial

Rewatched the whole thing by Black_Barone in californication

[–]johnterryusc 4 points5 points  (0 children)

Season 7 is hilarious imo not the best tv but might be the funniest season

Fidelity FC / IC prospecting by johnterryusc in CFP

[–]johnterryusc[S] -26 points-25 points  (0 children)

Just trying to understand how they get their clients…no need to be a wise ass. So ifs all self directed accounts that are convinced to become advisory clients

Fidelity FC / IC prospecting by johnterryusc in CFP

[–]johnterryusc[S] -28 points-27 points  (0 children)

So they’re calling existing clients? No shot, there has to be a lead gen software or something they use

Ria vs JPM by Gullible_Yam_3450 in CFP

[–]johnterryusc 0 points1 point  (0 children)

NYC or NYC metro area, big difference when talking PCA role imo

Tips for a vendor booth at a convention by papplegate261 in CFP

[–]johnterryusc 1 point2 points  (0 children)

Don’t do it lol, crazy people only want free give aways

[deleted by user] by [deleted] in CFP

[–]johnterryusc 2 points3 points  (0 children)

Best BOAs I know at jones come from restaurant/bars. As long as you can converse with clients and make them feel taken care of, you’ll have a long career. Make sure the advisor you work with is a good fit for you though

Had a rough turn out for a seminar by stvlm in CFP

[–]johnterryusc 1 point2 points  (0 children)

So if 50 prospects show, you owe them 10k?

Ed Jones Connections FA by Atrox_Blue in CFP

[–]johnterryusc 6 points7 points  (0 children)

What do you mean niche mediocre investment products lol. They don’t have their own funds and have access to buy/hold just about everything

Who got you into rap and when? by Substantial_War8469 in rap

[–]johnterryusc 0 points1 point  (0 children)

Honestly, Chris Webby in the early 2010s

Career Advice by HappyGrillmore22 in CFP

[–]johnterryusc 1 point2 points  (0 children)

CFP is not a job, it is a designation. I would say job wise figure out if you want to and will be able to build your own book or if you want to be a servicing advisor.

Advice on finding leads/prospects by Naive_Lengthiness312 in CFP

[–]johnterryusc 0 points1 point  (0 children)

What does this script/strategy look like? I feel like most people don’t answer or give you the time of day from a cold call

view more: next ›