Bac / Merrill leads? Commented on: 5 years ago (August 26, 2009)

Go to Wells ISG. Just had friends move there and they are really working it. They moved almost all of their book. The payout is not great, but the leads there are like they should be. BofA made...

Merrill Lynch Production report Commented on: 5 years ago (August 17, 2009)

The production report shows you several things---that this person has appx 1/2 in annuitized business, has not added a priority client this year, and has lost 6 million in biz. It also shows...

? on AUM and Production averages Commented on: 6 years ago (September 19, 2008)

b24-you been drinkin'?...the muners tend to egt skewed??? dang, you had a rough week, huh?

Recruiting Deals Commented on: 6 years ago (September 19, 2008)

snaggle-problem with indy is you are in the same boat as everyone else, meaning you have to compete. I'm not saying indy isn't good- I think it is, but you DO NOT have the capabilities of ML, MS,...

How to tell if someone is leaving Commented on: 6 years ago (September 19, 2008)

Noggin,
 
Tons of ML and wirehouse advisors talk on cellphones with door closed, open, down the hall, in good or bad times. We are a really connected bunch.

New Suitors for GS and MS? Commented on: 6 years ago (September 18, 2008)

I have Cap Inc Bldr too, just like you guys, and I work for MER. I have to say, I just don't get too excited over all this. It's not that I'm stupid. I just have to focus, and my clients are my...

Applying to Merrill Lynch as a Financial Advisor Commented on: 6 years ago (September 16, 2008)

Business as usual. Take it into the branch manager, or fax it in as you were going to. Life goes on....

Wirehouse Annuity Payout Commented on: 6 years ago (August 26, 2008)

It's not true that wirehouses do less biz in annuities, insurance, etc., and they are investment advisors rather than planners. They do lots of annuities and have so many options and...

Rank these firms, from best to worst. Commented on: 6 years ago (August 26, 2008)

I love reading B24 and Spears on the tech issues. EDJ spent $500m on technology two years ago for the first time in 10??? years??? Merrill spends a billion every couple of years? I left a little...

Kinder, Gentler JONES? Commented on: 6 years ago (May 18, 2008)

EDJ sucks. End of story. There is no way they are going to honor telling the clients where they went. It's a farce. They are a very bad company with very sucky people running it. Sorry spacey....

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