{ "media_type": "text", "post_content": "I’m a new Edward Jones financial advisor. I’ve been in the field 3 months. I’m currently part of a goodknight plan and legacy. I just found out that the person I’m doing my Goodknight with is....", "post_id": "5b735e8cedaa24001442f5ba", "reply_count": 5, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

I’m a new Edward Jones financial advisor. I’ve been in the field 3 months. I’m currently part of a goodknight plan and legacy. I just found out that the person I’m doing my Goodknight with is....

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Yikes! Yeah those clients are what he didn’t want to begin with... but you’ll get the office assuming you’re meeting expectations, and you’ll come in every morning for the next 3 months to a green screen full of ACAT out messages

likesmarthelpful

Congratulations!! Get ready to work for 18 hours a day for the next few months... it’s a lot easier to keep a client than it is to get a new one. You’re going to lose a bunch, but you’ll keep a bunch too.. just be bold and ask them try you out for six months to a year. If they stay that long, you’ll keep them. Good luck! Also, nice work on the asset gathering during your first months..

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Leaving the firm and going to a competitor. Has anyone had experience with this? Are they going to take the goodknight clients from me? Are they going to let me have the office? Or bring someone else in. I’ve brought in 2 mil my first 3 months but don’t know how the region is going to handle it.

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He gave you the assets because he didn’t want them. He won’t be trying to steal them. You likely will get the office and have a bloody battle to try and retain 20% of the clients. Good luck.

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How long was he at EJ?

Additional Posts

Living it up in the city.

Not crashing anymore.

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new test post

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Changed my company but it didn't update!

Bhh d hhjjj dudjejr the jejune rhjejej. Jdjdjdn dhejejjdne dhejejjdne hehehehehje rhjejej he hehehehehje rhjejej

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Do you see this post? 12:59am

Currently a tech consultant and looking to transition to strategy. Any one want to earn a referral bonus?

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What do you want to accomplish in your career in 2019? After a 35+year career, I will be happily retiring 😎

likeupliftingsmarthelpful

What’s the dress code for men like at Kearney? Is it the standard collared shirt and trousers? And does it differ when you are meeting in-person with clients?

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Starting project in Orlando next week. Looking forward to abusing my AMEX and dignity at Rainforest Cafe.

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New year resolutions are silly. I'm mostly talking about the habit changing goals. Why don't you start them now? Or three months ago?

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All I wanted so far in life was a puppy. Definitely chose the wrong profession.

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Going to Montreal tomorrow, where should I go?? Staying at the Le Meridien

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Confession: I love cancel culture. It makes me happy every time some sexist or racist person loses their job and is publicly shamed.

likefunnysmart

Jumping from fed to commercial next month. Seriously considering moving into my parents basement/banking salary since I'll be traveling anyways. Any thoughts? Anyone flexing every weekend?

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VS fashion show in 3 hours! Jk you're not allowed to enjoy life even on the best night of the year 😫#canigobacktocollegenow?

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Can you get into a strategy house without an MBA? Looking to knock on McKinsey's door...

Anyone taken the pay day to switch between competitors (ACN, Deloitte, PwC, etc.)? If so, what kind of raise / bonus did you get? I'm a new consultant making ~$95k. Also interested in MBB figures.

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Anyone at OW want to get a referral bonus?

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Going to lunch in an hour with exec recruiter + internal consulting leader of industry comp that's trying to recruit me. Have said I'm not looking to move for ~6 months. Should I expect an interview?

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