Another Thing I miss...

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munytalks's picture
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Seeing all those wonderful comments about the Fantabulous trips that Edward Jones sends their employees on as a reward for all their hard work, dedication, doing what's right- no REALLY right for the client - I found myself missing those trips. I found myself feeling selfish, and GREEEDY for making so much more money when I was happy leaving it on the table before.
So this last weekend, I was lying around my own pool. And just as I was getting really comfortable I got up and took a shower. Got all dressed up and put on my old Green Name badge. I set up a cocktail table and Stood up and announced my name , where I was from and my Can-sell date to the people who could hear me on the golf course.
I then made out a check for $1500 (the tax I would have paid for that trip) and mailed it the Battered Brokers Shelter.
I spent the rest of the evening viewing an old training video- with a smile plastered across my face.
Boy I fee better now.
 

exEJIR's picture
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Ahhh!  That was a nice stroll down memory lane.
Too funny.
 

munytalks's picture
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EX- No Problem.
Hey, I even have an UNUSED Federated Beach Bag left over from my last trip- I'll send it to you.

Maxstud's picture
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munytalks wrote:
Seeing all those wonderful comments about the Fantabulous trips that Edward Jones sends their employees on as a reward for all their hard work, dedication, doing what's right- no REALLY right for the client - I found myself missing those trips. I found myself feeling selfish, and GREEEDY for making so much more money when I was happy leaving it on the table before.
So this last weekend, I was lying around my own pool. And just as I was getting really comfortable I got up and took a shower. Got all dressed up and put on my old Green Name badge. I set up a cocktail table and Stood up and announced my name , where I was from and my Can-sell date to the people who could hear me on the golf course.
I then made out a check for $1500 (the tax I would have paid for that trip) and mailed it the Battered Brokers Shelter.
I spent the rest of the evening viewing an old training video- with a smile plastered across my face.
Boy I fee better now.
 

You and I are a lot a like.  Just this weekend I had my wife dress up like one of my old girlfriends, she put on a wig and everything.  Then I had her pick a fight with me, lie to me and threaten to cheat on me just like my old girlfriend used to.   Boy living in the past.  Good times.
 
 

Devoted SA's picture
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Joined: 2006-03-28

Muny - We have a "Protective" beach towel that can go with the beach bag.
How about the way you were always reminded before a trip how you were supposed to behave yourself?
Before her trip to St Maarten my rep was notified that the hotel was on a nudist beach, and as such Edward Jones reps are not permited to be nude on the beach. Our comment was, if she's not wearing her name tag how will they know she's with Jones?
(by the way, she says any romantic notion she had about nude beaches was forever changed by the horror she witnessed during the "nude beach volleyball" game)

munytalks's picture
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Devoted- EXACTLY the same thought I had when on a Nude Beach in France- HOWEVER, I did get caught.  I shouldn't have worn than D@#MN Putnam Sunvisor!
Max- (You do that too??!!)
 

Devoted SA's picture
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So what you are saying is, you have to apologize for Putnam IN "uniform" and OUT of "uniform"?

munytalks's picture
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Devoted SA wrote:
    
So what you are saying is, you have to apologize for Putnam IN "uniform" and OUT of "uniform"?
[
UUHHH, boy- you REALLY do know your way around, don't you!
But hey, I WAS with the BEST D@#$MN  Firm in the entire Free Flippin' Universe!!

exEJIR's picture
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Man, I can't tell you all the Putnam crap I have.  My favorite of which is the embroidered shirt that I use when I'm painting.
I will say though, that I do have a very elusive "American Funds" polo.  Most brokers have only heard about them.

Gone Indy's picture
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Joined: 2005-12-02

Ex - you must have given them about $25 mil for that $20 polo

exEJIR's picture
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Seems like a fair trade, doesn't it? 

exEJIR's picture
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Can't wait to finish reading this come Mon.  Wife and I are headed out of town for the wkend.  Have a good weekend everyone.

footsoldier's picture
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Joined: 2006-04-30

My all time favorite
 
That's a great question, I am glad you asked.

babbling looney's picture
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Before her trip to St Maarten my rep was notified that the hotel was on a nudist beach, and as such Edward Jones reps are not permited to be nude on the beach. Our comment was, if she's not wearing her name tag how will they know she's with Jones?
Obviously your rep was never a true Edward Jones rep at heart otherwise she would have had  E   D   J  tatooed in green on her ass.  No need to wear a name tag.
I have very nice black canvas briefcase tote that had Edward Jones embroidered on it in white.  You can hardly see where I picked out the embroidery.
I use all my EDJ and other promotional T shirts to paint the fence and work in the yard.

munytalks's picture
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Joined: 2006-04-17

Babs-
I put my Ted Jones Blue Blazer up for sale on e-bay. I got $19.95 for it.
I think a guy named... Butkus bought it.

spikedkoolaid's picture
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I hope I can sell my Blue Blazer for $19.95.  I recruited 10 people to Jones and I got this crazy clock from some east coast firm.  It was the most ridiculous gift I have ever been given. 
In 8 years at Jones no Diversification trips to Vegas.  It seems as though they don't trust the IR's to behave themselves.  When I was in Monte Carlo and betting $200 per hand a GP pulled me aside later in the week and asked if I had a gambling problem.  I couldn't believe the audacity of some the hosts on those trips. 
When I was in Brazil, one of the single Jones IR's brought a hot little local babe to the cocktail hour.  He was reprimanded by the GP's.  I think he could've been fired for that.  Just crazy!

peanutbroker's picture
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Joined: 2006-04-06

Spiked...I know i have criticized you in the past for being a crook. I still think that you are...but you have pointed out alot of goofs at Jones that I believe to be true. Here is a question...Are "they" watching over you the entire div trip to make sure you are doing as you are supposed to be doing? I have always wondered that.

munytalks's picture
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Peanut,
I know you didn't ask me, but I can tell you what I have seen on Div trips in my years at Jones.
One broker rented a sailboat while in the Carribean- she and her husband were avid sailors. They skipped around a couple of Islands to make the most of the trip-it was her first win. Each evening at cocktail hour and morning at breakfast people who knew her were being asked about her whereabouts. Problem was- she skipped out on the "Meeting". If you don't attend the meeting, JOnes has trouble writing the trips off to the IRS. She got pulled aside by GP's and 'scolded' for her 'thoughtless' behavior.
The GP's keep tabs on Jones folks during all trips, Div Trips, Due Dilliegence, etc. They make notes and put it in your 'call path'. There are two reasons they keep notes- such a asking Spike if he has a gambling problem- One) they track you at Jones for partnership/leadership- etc. Two) they may need to build a case against you someday if they fire you- or think you may sue Jones for something.
Do they watch over you to make sure you "are doing what you are supposed to be doing"- define that when you are on vacation. For some people, when you are on vacation, you need to feel like you are 'off the clock'. At Jones, you never are.
 

csmelnix's picture
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MUNY _
 
That was a classic!

zacko's picture
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Yes--"CALLPATHID"  I had that command for awhile.  I used to read stuff about other brokers in the region that was entered.  It's like an electronic file.  RL put most of the stuff on there--but It was interesting to see the kind of crap that was on there.  You could look at product mix, notes, even look at the trades that were placed that day by the IR.
Muny--you reminded me of that!!!  I had forgotten all about it. 

Devoted SA's picture
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Joined: 2006-03-28

Zacko, we had it for a while too, then they did away with it in our region because someone complained about Leadership Team members knowing "what you're doing". After that we had VRIP, which was comm screen for each IR in the region.

Devoted SA's picture
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footsoldier wrote:
My all time favorite
 
That's a great question, I am glad you asked.

Feel...Felt...Found
I know how you feel others have felt the same, but then they found.....that Jones was a really crappy place to work.

spikedkoolaid's picture
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Dear Mr. Peanut,
Thanks for the backhanded apology.  I'm a crook, but I speak the truth. 
I can speak for myself.  One time at a Van Kampen Due Diligence meeting in Houston, my buddy was only showing up to the meetings he felt were important to his business.  The other time he was out on the phone or at the gym working out.  Greg Dosman (our Area leader at the time) called my buddy 6 weeks after it happend and inquired about his whereabouts at the Jones meetings (can sell date/introductions/what did you do b/4 jones..blah...blah).  My buddy said he was on the phone or at the gym.  Dosman said he would have to reimburse Van Kampen for missing some of the meetings.  They docked his commission check for one month almost $550. 
I have many more stories, I will post in future posts....keep tuned in.

babbling looney's picture
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Joined: 2004-12-02

I always hated those trips and regional meetings.  I could opt out of the trips, but if you didn't show up for the meetings all hell would break loose. 
In addition to having to attend the worthless and tedious workshops the RL and other GP wannabees would tell us what to do on our own time.  They told the female IRs that we couldn't/shouldn't sit together at meetings and even at the "fabulous" (sarcasm alert) dinners we were told who to socialize with.  My husband hated those stupid award dinners (circle jerks is what he called them) and only came because I wanted to have at least one normal person to talk to. 
I got sent back to St Louis after my first year out because I had grown my office in some top percentile.  Whatever.  Doug Hill did an inspirational (not) speech to the IRs and spouses about how he schlocked bonds over and over to be the success he is.  My husband said "Are you effing kidding me ?!?"   I said ignore it...I do.   The St Louis Zoo was pretty nice, I must admit.  We had a private EDJ cocktail function at the Zoo after hours.
A vacation to me is when I DON"T have to be around people from work and don't have to discuss work.   I like to go where I want and when I want and not have big brother watching me to see if I am embarrassing the firm.  Screw that.   I also don't consider it a vacation to be around a bunch of irritating bratty children, but unfortunately EDJ was all about being a "family" and constantly trying to force togetherness.  My family is raised. I want adult activities.

csmelnix's picture
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Geez,
It sounds like their recruiting posters - freedom to build your business... and independent office..... has some strings attached.  But hey, shouldn't they have the right to do this after all their taking 60% of my pay and paying my BOA?

noggin's picture
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Devoted SA wrote:footsoldier wrote:
My all time favorite
 
That's a great question, I am glad you asked.

Feel...Felt...Found
I know how you feel others have felt the same, but then they found.....that Jones was a really crappy place to work.

Now that's very funny... I appreciated that .

Incredible Hulk's picture
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Joined: 2006-03-24

Babs - your husband has a terrible mouth. Boy, Jones really is a terrible place to work. I mean, trying to create a cohesive region, creating a family atmosphere for my "bratty children." As far as the adult activities, was your husband looking for a real circle jerk? I'm sure you use these words with your clients... It really irks me when some FA puts on a fake persona to sell investments. I bet you're a republican and a democrat all in the same day aren't you.

eyes wide open's picture
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Oh grow up, incredible.  I can create my own "family atmosphere".  My son (I'm a single parent, living CL, geat stepdad BTW, not allowed to attend regionals) wasn't allowed to come to the dinner where I won my first production award.  Some family.

Soothsayer's picture
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spikedkoolaid wrote:
Greg Dosman (our Area leader at the time)

That name is another blast from the past.  Talk about a talentless boob who kissed ass all the way to GP'dom.  Someone told me that he sort of got "demoted" into another role within the GP ranks.  I don't know if that is true or not.  I do know that if he ever left Jones that he couldn't get a job managing a 7-Eleven.  And to think he's knocking down a half mil or more pure year.  Absolutely unbelievable.

footsoldier's picture
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I was privy to a situation involving the GP discussed above where he actually told an IR's "partner" not only to leave the hotel where everyone was staying during a regional, but attempted to persuade the person to leave the geographical area.
HR did some fancy dancing afterwards. Jones is one of the only companies I can think off the top of my head that tries to inflict its bizarre morals on the troops. Part of the double speak. Bachman marries his secretary, and people turn the other cheek. An IR wants to bring their companion on a trip or a regional, and the moral police synchronize their GPS devices to watch over us.
Once again, proof that this company is seriously misguided. And they talk about culture.
 

babbling looney's picture
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Incredible Hulk wrote:Babs - your husband has a terrible mouth. Boy, Jones really is a terrible place to work. I mean, trying to create a cohesive region, creating a family atmosphere for my "bratty children." As far as the adult activities, was your husband looking for a real circle jerk? I'm sure you use these words with your clients... It really irks me when some FA puts on a fake persona to sell investments. I bet you're a republican and a democrat all in the same day aren't you.
Well, since you recognize yourself with the Bratty Children remark then you must understand how annoying it is to be forced into somebody else's idea of family.   I have a family and children, who are now grown.  I don't need to be crammed into yours.
I guess a cookie cutter lifestye in a cookie cutter office with a cookie cutter mind set and a cookie cutter portfolio for your clients works for you.   That is why they call you guys clones and talk about drinking the kool-aid.   If you can't take a little adult talk on this board, I wonder how you can possibly handle real life?
Incredible Hulk= big body, little mind

spikedkoolaid's picture
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Dear Footsoldier,
You speak the truth.  The IR was in Yosemite with her partner and on the second day, Dosman told her to go home.  He is a right-wing Christian conservative and he felt like he was within his Area Leader duties to send her home. 
The funniest part was, that was the weekend they broke out with the inclusion videos.  HR reprimanded him.  John Bachman and Dosman had to write a letter of apology and Bachman came out and spoke to our clients in San Francisco as a token of Jones screwing it up.  From that point on, Jones has had to be a little more liberal with their policies on who can go on trips/regionals/etc. 
They do it on a case by case basis, now.  If you are the beneficiary of your partners IRA and life insurance policies, If you have a joint checking account and if you have lived together for an extended period of time and have kids together then they will allow a non-married couple to attend the events.

Devoted SA's picture
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Soothsayer wrote:spikedkoolaid wrote:
Greg Dosman (our Area leader at the time)

That name is another blast from the past.  Talk about a talentless boob who kissed ass all the way to GP'dom.  Someone told me that he sort of got "demoted" into another role within the GP ranks.  I don't know if that is true or not.  I do know that if he ever left Jones that he couldn't get a job managing a 7-Eleven.  And to think he's knocking down a half mil or more pure year.  Absolutely unbelievable.

We heard a rumor that he was banished to "lower Siberia" (Retirement Plan Marketing) for playing the "My GP-nis is BIGGER than YOURS is!" game. (I think he slapped some IR around and then got called on it)

Devoted SA's picture
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noggin wrote:Devoted SA wrote:footsoldier wrote:
My all time favorite
 
That's a great question, I am glad you asked.

Feel...Felt...Found
I know how you feel others have felt the same, but then they found.....that Jones was a really crappy place to work.

Now that's very funny... I appreciated that .

 Thanks !

munytalks's picture
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Spike-
It also depends on the initials after your name... like GP for example.
RL/GP in San Francisco is not married to her partner but has ALWAYS been allowed to bring him along as 'spouse'. No one acutally ASKS- but those who know her... know.
DOSMAN- got sent to lower Siberia for a little infraction. (Cover your eyes Hulk and any other 'Green' thing) He covered up a problem for a GP , then LIED about it. Yes. UNETHICAL. Lying. BUT, becoming a GP is ALOT like making your bones in the Mafia. ONce you are in, you are in for life.

spikedkoolaid's picture
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It sounds like Mr. Dosman and Mr. Tim McCoy are back in the same department again (Retirement Plan Marketing).  Dosman is a JOKE! 
I remember going to dinner with McCoy in Germany and him bringing sales literature to dinner on a diversification trip.  He talked for 3 1/2 hours and my wife couldn't believe he could talk about the business so much.  McCoy has to be the biggest sicophant of them all.  He never was an IR and never knocked on a door and made it all the way to GP status. 

footsoldier's picture
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Sounds like the GP/RL in SF must have a life insurance policy with her partner. Or real estate. I wonder who approves this stuff now that Weddle is managing partner.
Maybe its Brett Campbell who is in charge of firm behavior now. I mean administration. Wouldn't you like to be a fly on the wall during one of those conversations.
 

munytalks's picture
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FOOT SOLDIER SAID:
 Wouldn't you like to be a fly on the wall during one of those conversations.
I WAS a fly on the wall, HOW do you think I KNOW these things, anyway?
Maybe I should change my name to SUPERFLY ....

peanutbroker's picture
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Spiked, and others for that matter....How do you find out what is in your Call path id file? What is used now since the old green screens are dying off? Do individuals have the ability to look at what is in their own file?

compliancejerk's picture
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p-nut,
What's wrong getting a little paranoid over what your employer has on you?

CIBforeveryone's picture
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Joined: 2005-07-12

Make friends with someone that has access to it. Listapp is the one with all the info though I think.

footsoldier's picture
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Another invasion of privacy. I guess they have the right to do what they want. But as an employee you would think WE would have the right to see what is being said.The spokesman for our region (notice I did not say leader) uses listapp against us. Some associates in SL have access to listapp and out in the field, anyone who is on the GP's leadership team has it. Usually they conveniently forget to turn it off when someone leaves the team.
What I think is absolutely wrong is the GP/RL has access to everything I do.  He can see trades, he can look at my clients accounts, etc. Anyone else see a problem with this?
I know when talking to IR's that have listapp, it was always couched prior to the breach, (you didn't hear this from me) I would inevitably find out production numbers in our region. Like it really matters.

munytalks's picture
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peanutbroker wrote:Spiked, and others for that matter....How do you find out what is in your Call path id file? What is used now since the old green screens are dying off? Do individuals have the ability to look at what is in their own file?
You can TRY asking your IRD Leader in STL. That is the one you really want to see. You may have to submit a written request via HR. But I wouldn't do that unless you have a really good reason. It will send a flag. Often STL will just give you a verbal "There's nothing in there".BTW the only people on Leadership Team that can get the REAL FULL CallPath is either the RL or the Growth Leader.

maybeeeeeeee's picture
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Joined: 2005-02-24

Best laugh I have had in awhile.

spikedkoolaid's picture
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Joined: 2006-04-20

Muny speaks the truth...I have another funny one.  When I was in St. Louis for a meeting (segment 3), I ended up staying out at the casinos all night and didn't get back to the hotel until 5 a.m.  I called the training center and told them I was sick and I wouldn't be at the training until the afternoon.  Well, good ole Jack Cahill called my room and I wasn't there.  He then called the front desk and the guy that drives the shuttle van told Jack that he had dropped me off at the Hooters down the street for lunch. 
Cahill asked me about this and I didn't deny anything.  I told him I like the chicken wings at Hooters and that I was just starting to feel well enough to eat.  I told him that I was planning on attending the afternoon training sessions.  Cahill typed all of this stuff on my ListApp and my Regional Leader had to call me and say that Hooters was not an acceptable place to have lunch.  The RL said that I should've used better judgement.   Looking back, I think Big Brother is always watching.
Peanut,
The best way to find out what's in your file is to befriend folks back in St. Louis and just kind of do it gently.

munytalks's picture
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Joined: 2006-04-17

Spike- BEE-U-TEE-FULL! So I take it you DIDN'T get your Top Gun Hat and Ted Jones Boxing Glove shirt?
 

munytalks's picture
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On another Note Spike: was this all night excursion BEFORE your trip to Monte Carlo? See WHY the GP on the trip asked if you had a gambling problem? It was in your callpath and they were watching.
Note to Peanut: Get friendly with your IRD person in STL but NEVER trust them. They can enter info on your callpath too. And EVERYTHING you say WILL be used against you in a court of crap.

Indyone's picture
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spikedkoolaid wrote:Muny speaks the truth...I have another funny one.  When I was in St. Louis for a meeting (segment 3), I ended up staying out at the casinos all night and didn't get back to the hotel until 5 a.m.  I called the training center and told them I was sick and I wouldn't be at the training until the afternoon.  Well, good ole Jack Cahill called my room and I wasn't there.  He then called the front desk and the guy that drives the shuttle van told Jack that he had dropped me off at the Hooters down the street for lunch. 
Cahill asked me about this and I didn't deny anything.  I told him I like the chicken wings at Hooters and that I was just starting to feel well enough to eat.  I told him that I was planning on attending the afternoon training sessions.  Cahill typed all of this stuff on my ListApp and my Regional Leader had to call me and say that Hooters was not an acceptable place to have lunch.  The RL said that I should've used better judgement.   Looking back, I think Big Brother is always watching.
Peanut,
The best way to find out what's in your file is to befriend folks back in St. Louis and just kind of do it gently.
Man, do I know that feeling of paranoia...even when you feel like you've done nothing wrong.  That sounds like the same old crap I dealt with at the bank.  My thought is, any time you are EMPLOYED by someone else, assume that EVERYTHING you say and do can be monitored...email, phone conversations, whatever.  The technology exists (well, maybe not at some firms) to watch pretty much everything you do.  A couple of months ago, I sat in my office eating lunch and watching the start of March madness...completely guilt-free.  That is just one of the reasons why most folks go independent for reasons other than the money.

babbling looney's picture
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A couple of months ago, I sat in my office eating lunch and watching the start of March madness...completely guilt-free.  That is just one of the reasons why most folks go independent for reasons other than the money.
That's right.  I have a fully stocked bar and refrigerator in my office and on Fridays after 4pm some of the good ole boys and gals like to stop in the office and have some "refreshments" gossip and generally just shoot the breeze for about a half hour.  They usually have just gotten off of the golf course. These guys and gals have mostly 7 figure accounts with me. They are my best referal sources and sometimes bring in their golfing buddies who open an account later.  Can you imagine being able to do that at EDJ?

CIBforeveryone's picture
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A couple of months ago, I sat in my office eating lunch and watching the start of March madness...completely guilt-free.  That is just one of the reasons why most folks go independent for reasons other than the money.[/quote wrote:
 
AMEN, BROTHER. 

GoodTimes's picture
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Joined: 2006-05-08

Call associate relations. If it is part of your HR record they have to tell
you about it. If they don't give it to you, you can call the new super secret
complaint line about employee ethics.

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