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Jul 23, 2009 2:52 am

Let me know when check is in hand. Sounds like Envision department is going to tear your Envisions apart looking for ANY reason to not pay or defer paying. I will change my name to Big Bullsh!t if you actually get the amount you were expecting by 9/15. And also, I was told 60 days from June 30th which would be August 29th, so why is the payment now stretched out to 9/15? You guys better start asking some questions with corporate. Sounds like I know more than you do and I dont even work there anymore.

Jul 23, 2009 3:14 am

I spoke with 2 other brokers at different branches today plus my regional and it sounds like you are the one that is confused. BOM makes the call on the plans, not the Envision goons. And it has always been 60 days plus or minus a few. Your new name should be OUTOFTHELOOP

Jul 23, 2009 4:23 am

I am starting to feel the pressure to stay …you ?

Jul 23, 2009 5:12 am

Be Patient. We will see how everything pans out in two weeks. Good luck, unfortunately I think you may need it. And I do believe it is the Envision goons that make the call. Found out tonight they are creating a program to weed out bad plans.

Jul 23, 2009 5:14 am

hey, has anyone blogged about what a piece of crap ludeman is.  the piece of crap rah rah cheerleader has never met a deal he hasn’t fallen in love with - which also happens to directly relate to his signing bonus.  as an old pru securities, & a g edwards guy, i can’t believe how gullible the wachovia sec brokers are in believing anything the liar says.  watch your backs & watch your wallets cause the foreskin (aka forefront) program is going to have to be paid with our own (payout) dollars.  what a big suck!

Jul 23, 2009 1:47 pm

Is Be Patient just a miserable, angry person? 

  Here's the reality.  I've been in the meetings.  I've heard the discussions.    If you did the plans, and are doing right by your client, you'll get paid for it.  Simple.   If every plan in your book has each client retiring in 5 years, and each client buying a boat next summer, and each client having a kid start college in 2011, you should probably go rework the plans.  You'r not doing right by your client, and you shouldn't be paid for the plans.  Simple.    
Jul 23, 2009 2:18 pm

[quote=RicRelo]Is Be Patient just a miserable, angry person? 

  Here's the reality.  I've been in the meetings.  I've heard the discussions.    If you did the plans, and are doing right by your client, you'll get paid for it.  Simple.   If every plan in your book has each client retiring in 5 years, and each client buying a boat next summer, and each client having a kid start college in 2011, you should probably go rework the plans.  You'r not doing right by your client, and you shouldn't be paid for the plans.  Simple.    [/quote]   +1   Only about 5% of the plans were bogus.  Relax.  Money is coming.  BE PATIENT - I look forward to your new username here.
Jul 23, 2009 2:31 pm

We will see. Why the delays? Why the last minute changes? I will stay close and keep my ear to the situation.

Jul 23, 2009 3:03 pm

Actually heres an idea. Pick up the phone, ask for the Envision department. Ask them “Who decided if my Envision is good or a bad, my branch manager or you”. No wait, you would rather speculate about it on RR. Grow some balls and do it. Rather than “I heard”, or “my branch manger said” you would actually get a REAL answer.

Jul 23, 2009 4:06 pm

You are the one speculating.  Last I checked, you don’t work for this firm.  I HAVE spoken to the envision team, regional, and the premier advisors team and what Ric said above is true.  You should find a new hobby.

Jul 23, 2009 11:15 pm

When someone says they will have reports out on a certain dates… then get them freakin out.  There is no excuse. 

  What is with the back office, support, and managment over there ?!!   Start delivering on time.   IMHO it appears WFA is in need of some stronger leadership that can make sure things get done.
Jul 24, 2009 4:38 am

My point exactly. Do they have to balance the checkbook before writing some fat checks? Every time they say one date you can pretty much know it will be any date other than the one they promised. Ludeman’s management team, all of the way down, is inept. Painfull to watch this all go down.

Jul 24, 2009 1:40 pm

BP:   The checks are not late, aren’t supposed to be paid out until Sep, the FA’s are just waiting on a report verfies what they got credit for.  

  They shouldn't have to wonder.  
Jul 24, 2009 2:25 pm
BE PATIENT:

My point exactly. Do they have to balance the checkbook before writing some fat checks? Every time they say one date you can pretty much know it will be any date other than the one they promised. Ludeman’s management team, all of the way down, is inept. Painfull to watch this all go down.

  At least you are no longer DL's biggest cheerleader anymore lol...man I remember when you were blasting those of us whoe were leaving or considering it because you said how awesome Dl was lol! Glad you finally saw the light though the 180 is pretty amusing!
Jul 24, 2009 4:57 pm

My dates are correct. June 15th snapshot come and gone, changed to June 17th, no wait June 20th, OK now June 23rd. Well what we will do is show your managers the amount June 21st and they can share it with you but now no personal snapshot on the 23rd, it is going to be about two weeks while we review good vs. bad plans keeping everyone in limbo wondering wether they will be screwed again like on retention. 60 days payment from June 30th which should be Aug 29th now talked about for Sept 15th. What a mess. Actually it is quite emberassing. My dates are correct, and if I were you I wouldnt spend a dime of that forefront promised until the check is safely in a bank other than WF.

Jul 24, 2009 5:26 pm

Wow, Glad I do not work for that piece of S#!T firm.

  It always amazes me how reps can trust or believe anything a big bank or wire house tells them! How many time does it take before you get it! They are crooks! MOVE ON.      
Jul 24, 2009 6:08 pm
BE PATIENT:

My dates are correct. June 15th snapshot come and gone, changed to June 17th, no wait June 20th, OK now June 23rd. Well what we will do is show your managers the amount June 21st and they can share it with you but now no personal snapshot on the 23rd, it is going to be about two weeks while we review good vs. bad plans keeping everyone in limbo wondering wether they will be screwed again like on retention. 60 days payment from June 30th which should be Aug 29th now talked about for Sept 15th. What a mess. Actually it is quite emberassing. My dates are correct, and if I were you I wouldnt spend a dime of that forefront promised until the check is safely in a bank other than WF.

  Thanks for the clarification, but I believe you meant the FA would get a report in July (not June) with respect to where they stand with the June 30 snapshot. Let's hope they get the folks that did the work their checks on time.  There appears to be a real credibilty/trust issue over there -- there is no excuse not to deliver as promised.
Jul 24, 2009 6:10 pm
BE PATIENT:

My dates are correct. June 15th snapshot come and gone, changed to June 17th, no wait June 20th, OK now June 23rd. Well what we will do is show your managers the amount June 21st and they can share it with you but now no personal snapshot on the 23rd, it is going to be about two weeks while we review good vs. bad plans keeping everyone in limbo wondering wether they will be screwed again like on retention. 60 days payment from June 30th which should be Aug 29th now talked about for Sept 15th. What a mess. Actually it is quite emberassing. My dates are correct, and if I were you I wouldnt spend a dime of that forefront promised until the check is safely in a bank other than WF.

What is the best way to say this: "wrong! You are not correct."  Date for snap shot was always 6/30 and payment was always Sept '09.  There is a report in StupidStation that shows POR's and dates and is accurate.  The 'new software' program for 4front opportunities has a glitch in it that does not pick up plans done in the last 3 days of June.  They are aware of it and do not want to send an inaccurate report to FA's. Plain and simple, you have no idea what you are talking about.
Jul 24, 2009 6:31 pm
shredder:

[quote=BE PATIENT]My dates are correct. June 15th snapshot come and gone, changed to June 17th, no wait June 20th, OK now June 23rd. Well what we will do is show your managers the amount June 21st and they can share it with you but now no personal snapshot on the 23rd, it is going to be about two weeks while we review good vs. bad plans keeping everyone in limbo wondering wether they will be screwed again like on retention. 60 days payment from June 30th which should be Aug 29th now talked about for Sept 15th. What a mess. Actually it is quite emberassing. My dates are correct, and if I were you I wouldnt spend a dime of that forefront promised until the check is safely in a bank other than WF.

What is the best way to say this: "wrong! You are not correct."  Date for snap shot was always 6/30 and payment was always Sept '09.  There is a report in StupidStation that shows POR's and dates and is accurate.  The 'new software' program for 4front opportunities has a glitch in it that does not pick up plans done in the last 3 days of June.  They are aware of it and do not want to send an inaccurate report to FA's. Plain and simple, you have no idea what you are talking about.[/quote]   Agreed.  Date has always been 6/30.  Why are people listening to this clown?
Jul 24, 2009 8:36 pm

I thought BE PATIENT claimed he left many months ago ? ? ?   Why is he still here?