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Edward Jones Contract Commented on: 3 years ago (January 26, 2013)

I have heard you can negotiate those costs down. Just a rumor...

Thinking of leaving Jones, any advice? Commented on: 3 years ago (January 26, 2013)

If you can avoid LPL, I would. Plenty of other B/Ds out there that charge less and provide the same. I left Jones about a year ago. Let's be honest here.. you are not a big producer. Don't...

EDJ to LPL soon . Need Advice Please Commented on: 3 years ago (January 10, 2013)

LPL fees are going to eat you alive at that AUM level. Find another B/D - the key is to prospect like crazy and keep those expenses as low as possible.

Summer Swoon? Commented on: 4 years ago (June 20, 2012)

People vacation from June - late August. A slow down is normal. You've got to load the pipe up in the spring and the fall to last through the summer and winter.

Finally! Commented on: 4 years ago (June 18, 2012)

I take it back. Change for the sake of change is stupid. New look. Same spammers. Less posters. Well done retards.

Are the Series 7 Practice Exams supposed to make me... Commented on: 4 years ago (June 6, 2012)

I'd run out to amazon and pick up another series 7 study guide. Not to re-learn the material, just to take their practice tests and read their answers.

ML PMD LOS 2 - Leaving the program Commented on: 4 years ago (June 4, 2012)

I like it okay... if it keeps the spammers away then I love it. If it's just change for changes sake. It sucks.

How to deal with Edward Jones' 12 month non-solicit?? Commented on: 4 years ago (May 30, 2012)

#1 its not a non-compete from my understanding.  It's a non-solicitation.  #2 Read some of the threads here.  Most of this stuff has been covered.#3 Talk to an indy attorney and a...

LPL TECH LACKY Commented on: 4 years ago (May 23, 2012)

I use:  and Morningstar.Get your mom to open a Jones account and you can use their website for their stock picks...

Prospective client engagement agreement Commented on: 4 years ago (May 23, 2012)

At the end of my first meeting with any prospect I'm interested in doing business with I present them with a "commitment of service" document.  It walks through the on-boaring process and the...

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